MDYV vs SPXX
Comparison between STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF (MDYV, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).
5-Year PerformanceSPXX has outperformed MDYV, delivering a return of +7.4% compared to +7.3%
MDYV vs SPXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MDYV vs SPXX - Historical Returns
Returns include dividend reinvestment.
MDYV vs SPXX - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | MDYV | SPXX |
|---|---|---|
| 2026 | +7.14% | +2.30% |
| 2025 | +7.89% | +11.56% |
| 2024 | +11.46% | +28.64% |
| 2023 | +15.49% | +1.77% |
| 2022 | -7.79% | -7.14% |
| 2021 | +32.87% | +31.06% |
| 2020 | +3.95% | +0.75% |
| 2019 | +25.64% | +23.48% |
| 2018 | -12.74% | -14.40% |
| 2017 | +11.16% | +28.09% |
| 2016 | +27.76% | +14.57% |
| 2015 | -6.72% | +2.35% |
| 2014 | +13.69% | +9.85% |
| 2013 | +31.45% | +15.93% |
| 2012 | +16.71% | +15.76% |
| 2011 | -3.66% | -5.57% |
| 2010 | +20.67% | +13.97% |
| 2009 | +31.76% | +28.61% |
| 2008 | -34.65% | -29.58% |
| 2007 | -1.23% | -4.08% |
| 2006 | +14.50% | +22.10% |
| 2005 | +2.32% | -13.75% |
MDYV vs SPXX Drawdown Comparison
The maximum drawdown for MDYV was -60.74%, occurring on Mar 6, 2009. Recovery took 968 trading sessions.
The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.
The current MDYV drawdown is -1.05%. The current SPXX drawdown is -2.11%.
| Rank | MDYV | SPXX |
|---|---|---|
| #1 | -60.74% Jun 4, 2007 - Apr 5, 2011 | -52.38% Apr 12, 2007 - Dec 9, 2010 |
| #2 | -45.87% Jan 16, 2020 - Dec 4, 2020 | -43.80% Jun 7, 2018 - Mar 1, 2021 |
| #3 | -25.52% Apr 28, 2011 - Mar 15, 2012 | -18.59% Dec 14, 2010 - Feb 13, 2012 |
| #4 | -22.81% Aug 29, 2018 - Nov 5, 2019 | -18.06% Jan 12, 2022 - Dec 1, 2022 |
| #5 | -22.59% Nov 25, 2024 - Dec 10, 2025 | -17.95% Dec 1, 2022 - Jun 6, 2024 |
| #6 | -21.23% Jun 23, 2015 - Jun 8, 2016 | -17.67% Feb 19, 2025 - Jun 30, 2025 |
| #7 | -19.02% Jan 4, 2022 - Jan 27, 2023 | -14.69% Nov 30, 2005 - Aug 31, 2006 |
| #8 | -18.70% Feb 2, 2023 - Dec 19, 2023 | -14.67% Nov 24, 2015 - Apr 12, 2016 |
| #9 | -12.24% Mar 19, 2012 - Sep 7, 2012 | -11.85% Jan 12, 2026 - May 13, 2026 |
| #10 | -10.53% Feb 6, 2026 - Jun 2, 2026 | -11.20% Oct 1, 2012 - Jan 11, 2013 |
| #11 | -10.31% Sep 2, 2014 - Nov 24, 2014 | -9.73% Jun 15, 2021 - Dec 30, 2021 |
| #12 | -9.35% Jan 23, 2018 - Jun 7, 2018 | -9.68% Jul 16, 2015 - Nov 3, 2015 |
| #13 | -9.07% May 7, 2021 - Oct 25, 2021 | -7.94% Jan 26, 2018 - May 4, 2018 |
| #14 | -9.01% May 9, 2006 - Oct 13, 2006 | -7.77% Apr 2, 2012 - Jul 27, 2012 |
| #15 | -8.70% Nov 15, 2021 - Jan 4, 2022 | -7.69% Jul 16, 2024 - Aug 26, 2024 |
Correlation
Correlation between MDYV and SPXX is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
MDYV vs SPXX dividend yield comparison.
| Year | MDYV | SPXX |
|---|---|---|
| 2026 | 0.42% | 1.87% |
| 2025 | 1.72% | 7.48% |
| 2024 | 1.89% | 6.87% |
| 2023 | 1.59% | 7.82% |
| 2022 | 1.90% | 7.30% |
| 2021 | 1.74% | 5.27% |
| 2020 | 1.69% | 6.56% |
| 2019 | 1.83% | 6.44% |
| 2018 | 2.28% | 7.98% |
| 2017 | 2.48% | 5.69% |
| 2016 | 1.83% | 5.14% |
| 2015 | 4.31% | 7.75% |
| 2014 | 4.05% | 7.30% |
| 2013 | 1.40% | 7.93% |
| 2012 | 2.08% | 8.66% |
| 2011 | 1.74% | 9.28% |
| 2010 | 2.24% | 8.09% |
| 2009 | 2.37% | 8.56% |
| 2008 | 4.30% | 13.80% |
| 2007 | 2.13% | 9.46% |
| 2006 | 3.56% | 8.36% |
| 2005 | 0.31% | 0.00% |
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