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MDYG vs SPXX

Comparison between SPDR(R) S & P 400 MID CAP GROWTH ETF (MDYG, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).

5-Year PerformanceSPXX has outperformed MDYG, delivering a return of +8.0% compared to +7.6%

MDYG vs SPXX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MDYG
$2.50B
SPXX
$2.50B
Expense Ratio
MDYG
0.15%
SPXX
N/A
Max Drawdown
Winner
MDYG
59.31%
SPXX
59.96%
Sharpe Ratio
Winner
MDYG
1.53
SPXX
0.95
5Y Beta
MDYG
1.06
Winner
SPXX
0.80
P/E Ratio
MDYG
30.23
SPXX
N/A
Forward P/E
MDYG
20.05
SPXX
N/A
5Y Dividends CAGR
MDYG
7.13%
Winner
SPXX
11.48%
5Y EPS CAGR
MDYG
18.29%
SPXX
N/A
Debt to Equity
MDYG
50.53%
SPXX
N/A
P/S Ratio
MDYG
3.18
SPXX
N/A
P/B Ratio
MDYG
4.57
SPXX
N/A

MDYG vs SPXX - Historical Returns

Returns include dividend reinvestment.

1M
MDYG
+6.58%
Winner
SPXX
+7.16%
3M
Winner
MDYG
+7.04%
SPXX
+0.27%
6M
Winner
MDYG
+17.86%
SPXX
+6.60%
1Y
Winner
MDYG
+31.58%
SPXX
+15.10%
5Y(CAGR)
MDYG
+7.62%
Winner
SPXX
+8.02%
10Y(CAGR)
Winner
MDYG
+11.68%
SPXX
+10.12%
Max(CAGR)
Winner
MDYG
+10.42%
SPXX
+7.36%

MDYG vs SPXX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearMDYGSPXX
2026+14.67%+0.77%
2025+7.11%+11.56%
2024+16.57%+28.64%
2023+18.29%+1.77%
2022-18.97%-7.14%
2021+20.18%+31.06%
2020+22.17%+0.75%
2019+27.24%+23.48%
2018-11.43%-14.40%
2017+19.20%+28.09%
2016+16.95%+14.57%
2015+2.05%+2.35%
2014+9.06%+9.85%
2013+29.24%+15.93%
2012+16.21%+15.76%
2011-2.11%-5.57%
2010+25.08%+13.97%
2009+50.34%+28.61%
2008-40.78%-29.58%
2007+10.72%-4.08%
2006+11.26%+22.10%
2005+2.98%-13.75%

MDYG vs SPXX Drawdown Comparison

The maximum drawdown for MDYG was -58.46%, occurring on Nov 20, 2008. Recovery took 772 trading sessions.

The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.

The current MDYG drawdown is -0.70%. The current SPXX drawdown is -0.88%.

RankMDYGSPXX
#1-58.46%
Oct 12, 2007 - Nov 4, 2010
-52.38%
Apr 12, 2007 - Dec 9, 2010
#2-39.27%
Feb 20, 2020 - Aug 12, 2020
-43.80%
Jun 7, 2018 - Mar 1, 2021
#3-29.25%
Nov 16, 2021 - Feb 29, 2024
-18.59%
Dec 14, 2010 - Feb 13, 2012
#4-26.20%
Jul 7, 2011 - Sep 7, 2012
-18.06%
Jan 12, 2022 - Dec 1, 2022
#5-25.46%
Nov 25, 2024 - Dec 10, 2025
-17.95%
Dec 1, 2022 - Jun 6, 2024
#6-24.00%
Sep 14, 2018 - Nov 27, 2019
-17.67%
Feb 19, 2025 - Jun 30, 2025
#7-18.21%
Aug 17, 2015 - Jul 11, 2016
-14.69%
Nov 30, 2005 - Aug 31, 2006
#8-13.93%
May 9, 2006 - Dec 5, 2006
-14.67%
Nov 24, 2015 - Apr 12, 2016
#9-12.02%
Jul 13, 2007 - Oct 5, 2007
-11.85%
Jan 12, 2026 - Mar 30, 2026
#10-10.62%
Jul 1, 2014 - Nov 11, 2014
-11.20%
Oct 1, 2012 - Jan 11, 2013
#11-9.92%
Mar 2, 2026 - Apr 17, 2026
-9.73%
Jun 15, 2021 - Dec 30, 2021
#12-9.67%
Jan 26, 2018 - Jun 6, 2018
-9.68%
Jul 16, 2015 - Nov 3, 2015
#13-9.06%
Jul 16, 2024 - Oct 14, 2024
-7.94%
Jan 26, 2018 - May 4, 2018
#14-8.13%
Apr 29, 2011 - Jul 7, 2011
-7.77%
Apr 2, 2012 - Jul 27, 2012
#15-8.07%
Sep 2, 2020 - Oct 7, 2020
-7.69%
Jul 16, 2024 - Aug 26, 2024

Correlation

Correlation between MDYG and SPXX is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2005 - 2026)

MDYG vs SPXX dividend yield comparison.

YearMDYGSPXX
20260.12%1.90%
20250.75%7.48%
20240.87%6.87%
20231.20%7.82%
20221.16%7.30%
20210.69%5.27%
20200.71%6.56%
20191.21%6.44%
20181.36%7.98%
20172.23%5.69%
20161.25%5.14%
20152.51%7.75%
20141.60%7.30%
20130.82%7.93%
20120.97%8.66%
20110.66%9.28%
20100.29%8.09%
20090.59%8.56%
20080.94%13.80%
20072.12%9.46%
20063.01%8.36%
20050.05%0.00%

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