StockComparison Logo
vs

NULG vs SPXX

Comparison between NUVEEN ESG LARGE-CAP GROWTH ETF (NULG, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).

5-Year PerformanceNULG has outperformed SPXX, delivering a return of +13.8% compared to +7.4%

NULG vs SPXX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NULG
$2.60B
Winner
SPXX
$2.70B
Expense Ratio
NULG
0.26%
SPXX
N/A
Max Drawdown
Winner
NULG
39.30%
SPXX
59.96%
Sharpe Ratio
Winner
NULG
0.99
SPXX
0.74
5Y Beta
NULG
1.18
Winner
SPXX
0.80
P/E Ratio
NULG
36.40
SPXX
N/A
Forward P/E
NULG
25.50
SPXX
N/A
PEG Ratio
NULG
0.56
SPXX
N/A
5Y Dividends CAGR
NULG
-33.99%
Winner
SPXX
11.48%
5Y EPS CAGR
NULG
42.78%
SPXX
N/A
Debt to Equity
NULG
98.47%
SPXX
N/A
P/S Ratio
NULG
6.30
SPXX
N/A
P/B Ratio
NULG
11.33
SPXX
N/A

NULG vs SPXX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NULG
+4.08%
SPXX
+2.15%
3M
Winner
NULG
+14.65%
SPXX
+5.04%
6M
Winner
NULG
+10.55%
SPXX
+4.20%
1Y
Winner
NULG
+21.49%
SPXX
+12.99%
5Y(CAGR)
Winner
NULG
+13.75%
SPXX
+7.41%
10Y(CAGR)
Winner
NULG
+18.56%
SPXX
+9.97%
Max(CAGR)
Winner
NULG
+18.56%
SPXX
+7.41%

NULG vs SPXX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearNULGSPXX
2026+11.83%+2.30%
2025+13.96%+11.56%
2024+25.40%+28.64%
2023+43.46%+1.77%
2022-28.36%-7.14%
2021+29.55%+31.06%
2020+38.04%+0.75%
2019+39.79%+23.48%
2018-0.15%-14.40%
2017+24.57%+28.09%
2016-0.08%+14.57%
2015N/A+2.35%
2014N/A+9.85%
2013N/A+15.93%
2012N/A+15.76%
2011N/A-5.57%
2010N/A+13.97%
2009N/A+28.61%
2008N/A-29.58%
2007N/A-4.08%
2006N/A+22.10%
2005N/A-13.75%

NULG vs SPXX Drawdown Comparison

The maximum drawdown for NULG was -36.11%, occurring on Oct 14, 2022. Recovery took 552 trading sessions.

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

The current NULG drawdown is -4.94%. The current SPXX drawdown is -2.11%.

RankNULGSPXX
#1-36.11%
Nov 5, 2021 - Jan 19, 2024
-52.38%
Apr 12, 2007 - Dec 9, 2010
#2-34.67%
Feb 19, 2020 - Jul 2, 2020
-43.80%
Jun 7, 2018 - Mar 1, 2021
#3-22.42%
Oct 1, 2018 - Apr 12, 2019
-18.59%
Dec 14, 2010 - Feb 13, 2012
#4-22.28%
Dec 11, 2024 - Jun 10, 2025
-18.06%
Jan 12, 2022 - Dec 1, 2022
#5-14.50%
Oct 28, 2025 - Apr 17, 2026
-17.95%
Dec 1, 2022 - Jun 6, 2024
#6-12.28%
Jul 10, 2024 - Oct 14, 2024
-17.67%
Feb 19, 2025 - Jun 30, 2025
#7-10.92%
Feb 12, 2021 - Apr 13, 2021
-14.69%
Nov 30, 2005 - Aug 31, 2006
#8-10.09%
Sep 2, 2020 - Nov 24, 2020
-14.67%
Nov 24, 2015 - Apr 12, 2016
#9-8.11%
Jan 26, 2018 - Mar 9, 2018
-11.85%
Jan 12, 2026 - May 13, 2026
#10-7.98%
Mar 21, 2024 - May 15, 2024
-11.20%
Oct 1, 2012 - Jan 11, 2013
#11-7.79%
Mar 12, 2018 - May 23, 2018
-9.73%
Jun 15, 2021 - Dec 30, 2021
#12-7.78%
Apr 26, 2021 - Jun 14, 2021
-9.68%
Jul 16, 2015 - Nov 3, 2015
#13-7.64%
Sep 3, 2021 - Oct 26, 2021
-7.94%
Jan 26, 2018 - May 4, 2018
#14-6.78%
Apr 29, 2019 - Jun 19, 2019
-7.77%
Apr 2, 2012 - Jul 27, 2012
#15-6.41%
Jul 26, 2019 - Sep 5, 2019
-7.69%
Jul 16, 2024 - Aug 26, 2024

Correlation

Correlation between NULG and SPXX is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2006 - 2026)

NULG vs SPXX dividend yield comparison.

YearNULGSPXX
20260.00%1.87%
20250.11%7.48%
20240.16%6.87%
20230.43%7.82%
20220.40%7.30%
20215.08%5.27%
20202.68%6.56%
20191.10%6.44%
20183.73%7.98%
20170.61%5.69%
20160.00%5.14%
20150.00%7.75%
20140.00%7.30%
20130.00%7.93%
20120.00%8.66%
20110.00%9.28%
20100.00%8.09%
20090.00%8.56%
20080.00%13.80%
20070.00%9.46%
20060.00%8.36%

Select Stocks to Compare