NUGO vs SPXX

Comparison between NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).

5-Year PerformanceNUGO has outperformed SPXX, delivering a return of +13.2% compared to +8.0%

NUGO vs SPXX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUGO(ETF)	SPXX(ETF)
Net Assets	$2.50B	$2.50B
Expense Ratio	0.56%	N/A
Max Drawdown	38.01%	59.96%
Sharpe Ratio	1.55	0.95
5Y Beta	1.27	0.80
P/E Ratio	38.05	N/A
Forward P/E	29.90	N/A
PEG Ratio	0.56	N/A
5Y Dividends CAGR	N/A	11.48%
5Y EPS CAGR	38.50%	N/A
Debt to Equity	28.90%	N/A
P/S Ratio	9.98	N/A
P/B Ratio	13.66	N/A

Net Assets

NUGO

$2.50B

SPXX

$2.50B

Expense Ratio

NUGO

0.56%

SPXX

N/A

Max Drawdown

Winner

NUGO

38.01%

SPXX

59.96%

Sharpe Ratio

Winner

NUGO

1.55

SPXX

0.95

5Y Beta

NUGO

1.27

Winner

SPXX

0.80

P/E Ratio

NUGO

38.05

SPXX

N/A

Forward P/E

NUGO

29.90

SPXX

N/A

PEG Ratio

NUGO

0.56

SPXX

N/A

5Y Dividends CAGR

NUGO

N/A

SPXX

11.48%

5Y EPS CAGR

NUGO

38.50%

SPXX

N/A

Debt to Equity

NUGO

28.90%

SPXX

N/A

P/S Ratio

NUGO

9.98

SPXX

N/A

P/B Ratio

NUGO

13.66

SPXX

N/A

NUGO vs SPXX - Historical Returns

Returns include dividend reinvestment.

Period	NUGO	SPXX
1 month	+12.95%	+7.16%
3 months	+10.78%	+0.27%
6 months	+7.53%	+6.60%
1 year	+34.42%	+15.10%
5 years(CAGR)	+13.20%	+8.02%
10 years(CAGR)	N/A	+10.12%
Max(CAGR)	+13.20%	+7.36%

Winner

NUGO

+12.95%

SPXX

+7.16%

Winner

NUGO

+10.78%

SPXX

+0.27%

Winner

NUGO

+7.53%

SPXX

+6.60%

Winner

NUGO

+34.42%

SPXX

+15.10%

5Y(CAGR)

Winner

NUGO

+13.20%

SPXX

+8.02%

10Y(CAGR)

NUGO

N/A

SPXX

+10.12%

Max(CAGR)

Winner

NUGO

+13.20%

SPXX

+7.36%

NUGO vs SPXX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	NUGO	SPXX
2026	+7.41%	+0.77%
2025	+14.52%	+11.56%
2024	+37.96%	+28.64%
2023	+46.20%	+1.77%
2022	-33.54%	-7.14%
2021	+7.78%	+31.06%
2020	N/A	+0.75%
2019	N/A	+23.48%
2018	N/A	-14.40%
2017	N/A	+28.09%
2016	N/A	+14.57%
2015	N/A	+2.35%
2014	N/A	+9.85%
2013	N/A	+15.93%
2012	N/A	+15.76%
2011	N/A	-5.57%
2010	N/A	+13.97%
2009	N/A	+28.61%
2008	N/A	-29.58%
2007	N/A	-4.08%
2006	N/A	+22.10%
2005	N/A	-13.75%

NUGO vs SPXX Drawdown Comparison

The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.

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

The current SPXX drawdown is -0.88%.

Rank	NUGO	SPXX
#1	-38.01% Nov 19, 2021 - Jan 24, 2024	-52.38% Apr 12, 2007 - Dec 9, 2010
#2	-25.12% Dec 16, 2024 - Jul 3, 2025	-43.80% Jun 7, 2018 - Mar 1, 2021
#3	-17.54% Oct 29, 2025 - May 6, 2026	-18.59% Dec 14, 2010 - Feb 13, 2012
#4	-14.99% Jul 10, 2024 - Oct 21, 2024	-18.06% Jan 12, 2022 - Dec 1, 2022
#5	-7.37% Mar 22, 2024 - May 15, 2024	-17.95% Dec 1, 2022 - Jun 6, 2024
#6	-3.73% Oct 22, 2024 - Nov 6, 2024	-17.67% Feb 19, 2025 - Jun 30, 2025
#7	-3.59% Feb 9, 2024 - Feb 22, 2024	-14.69% Nov 30, 2005 - Aug 31, 2006
#8	-3.39% Oct 9, 2025 - Oct 24, 2025	-14.67% Nov 24, 2015 - Apr 12, 2016
#9	-3.23% Aug 12, 2025 - Sep 8, 2025	-11.85% Jan 12, 2026 - Mar 30, 2026
#10	-3.08% Nov 12, 2024 - Dec 2, 2024	-11.20% Oct 1, 2012 - Jan 11, 2013
#11	-2.95% May 28, 2024 - Jun 5, 2024	-9.73% Jun 15, 2021 - Dec 30, 2021
#12	-2.73% Jan 29, 2024 - Feb 2, 2024	-9.68% Jul 16, 2015 - Nov 3, 2015
#13	-2.66% Jun 18, 2024 - Jul 3, 2024	-7.94% Jan 26, 2018 - May 4, 2018
#14	-2.46% Mar 7, 2024 - Mar 20, 2024	-7.77% Apr 2, 2012 - Jul 27, 2012
#15	-2.45% Oct 1, 2021 - Oct 7, 2021	-7.69% Jul 16, 2024 - Aug 26, 2024

Correlation

Correlation between NUGO and SPXX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2006 - 2026)

NUGO vs SPXX dividend yield comparison.

Year	NUGO	SPXX
2026	0.00%	1.90%
2025	0.00%	7.48%
2024	0.00%	6.87%
2023	0.19%	7.82%
2022	0.26%	7.30%
2021	0.00%	5.27%
2020	0.00%	6.56%
2019	0.00%	6.44%
2018	0.00%	7.98%
2017	0.00%	5.69%
2016	0.00%	5.14%
2015	0.00%	7.75%
2014	0.00%	7.30%
2013	0.00%	7.93%
2012	0.00%	8.66%
2011	0.00%	9.28%
2010	0.00%	8.09%
2009	0.00%	8.56%
2008	0.00%	13.80%
2007	0.00%	9.46%
2006	0.00%	8.36%