SMTH vs SPXX
Comparison between ALPS | SMITH CORE PLUS BOND ETF (SMTH, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).
SMTH vs SPXX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMTH
$2.70B
SPXX
$2.70B
Expense Ratio
SMTH
0.59%
SPXX
N/A
Max Drawdown
Winner
SMTH
5.62%
SPXX
59.96%
Sharpe Ratio
SMTH
0.41
Winner
SPXX
0.97
5Y Beta
Winner
SMTH
0.05
SPXX
0.80
5Y Dividends CAGR
SMTH
N/A
SPXX
11.48%
SMTH vs SPXX - Historical Returns
Returns include dividend reinvestment.
1M
SMTH
-0.01%
Winner
SPXX
+5.04%
3M
SMTH
-0.38%
Winner
SPXX
+1.79%
6M
SMTH
+0.36%
Winner
SPXX
+5.86%
1Y
SMTH
+5.67%
Winner
SPXX
+13.83%
5Y(CAGR)
SMTH
N/A
SPXX
+8.71%
10Y(CAGR)
SMTH
N/A
SPXX
+10.14%
Max(CAGR)
SMTH
+5.53%
Winner
SPXX
+7.40%
SMTH vs SPXX - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SMTH | SPXX |
|---|---|---|
| 2026 | +0.35% | +1.56% |
| 2025 | +7.02% | +11.56% |
| 2024 | +2.99% | +28.64% |
| 2023 | +3.49% | +1.77% |
| 2022 | N/A | -7.14% |
| 2021 | N/A | +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% |
SMTH vs SPXX Drawdown Comparison
The maximum drawdown for SMTH was -4.11%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.
The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.
The current SMTH drawdown is -1.46%. The current SPXX drawdown is -0.10%.
| Rank | SMTH | SPXX |
|---|---|---|
| #1 | -4.11% Sep 16, 2024 - Apr 3, 2025 | -52.38% Apr 12, 2007 - Dec 9, 2010 |
| #2 | -2.98% Dec 27, 2023 - Jun 5, 2024 | -43.80% Jun 7, 2018 - Mar 1, 2021 |
| #3 | -2.74% Feb 27, 2026 - Mar 27, 2026 | -18.59% Dec 14, 2010 - Feb 13, 2012 |
| #4 | -2.53% Apr 3, 2025 - Jun 24, 2025 | -18.06% Jan 12, 2022 - Dec 1, 2022 |
| #5 | -1.43% Jul 1, 2025 - Jul 29, 2025 | -17.95% Dec 1, 2022 - Jun 6, 2024 |
| #6 | -1.39% Jun 13, 2024 - Jul 11, 2024 | -17.67% Feb 19, 2025 - Jun 30, 2025 |
| #7 | -1.16% Aug 2, 2024 - Aug 20, 2024 | -14.69% Nov 30, 2005 - Aug 31, 2006 |
| #8 | -0.99% Oct 28, 2025 - Nov 26, 2025 | -14.67% Nov 24, 2015 - Apr 12, 2016 |
| #9 | -0.97% Jun 5, 2024 - Jun 13, 2024 | -11.85% Jan 12, 2026 - Mar 30, 2026 |
| #10 | -0.87% Nov 26, 2025 - Feb 9, 2026 | -11.20% Oct 1, 2012 - Jan 11, 2013 |
| #11 | -0.65% Sep 16, 2025 - Oct 13, 2025 | -9.73% Jun 15, 2021 - Dec 30, 2021 |
| #12 | -0.64% Jul 17, 2024 - Jul 30, 2024 | -9.68% Jul 16, 2015 - Nov 3, 2015 |
| #13 | -0.53% Aug 23, 2024 - Sep 4, 2024 | -7.94% Jan 26, 2018 - May 4, 2018 |
| #14 | -0.47% Aug 5, 2025 - Aug 22, 2025 | -7.77% Apr 2, 2012 - Jul 27, 2012 |
| #15 | -0.39% Aug 28, 2025 - Sep 4, 2025 | -7.69% Jul 16, 2024 - Aug 26, 2024 |
Correlation
Correlation between SMTH and SPXX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2006 - 2026)
SMTH vs SPXX dividend yield comparison.
| Year | SMTH | SPXX |
|---|---|---|
| 2026 | 1.40% | 1.88% |
| 2025 | 4.46% | 7.48% |
| 2024 | 4.58% | 6.87% |
| 2023 | 0.24% | 7.82% |
| 2022 | 0.00% | 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% |
Select Stocks to Compare
Popular: SMTH vs SPYSPXX vs SPY
More Comparisons
Compare with similar stocks