SPXX vs BDYN
Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and iShares Dynamic Equity Active ETF (BDYN, ETF).
SPXX vs BDYN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPXX
$2.90B
BDYN
$2.90B
Expense Ratio
SPXX
N/A
BDYN
0.40%
Max Drawdown
SPXX
59.96%
Winner
BDYN
10.85%
Sharpe Ratio
Winner
SPXX
0.84
BDYN
0.67
5Y Beta
Winner
SPXX
0.80
BDYN
1.07
P/E Ratio
SPXX
N/A
BDYN
29.26
Forward P/E
SPXX
N/A
BDYN
22.22
PEG Ratio
SPXX
N/A
BDYN
0.54
5Y Dividends CAGR
SPXX
7.91%
BDYN
N/A
5Y EPS CAGR
SPXX
N/A
BDYN
28.34%
P/S Ratio
SPXX
N/A
BDYN
0.79
P/B Ratio
SPXX
N/A
BDYN
5.94
SPXX vs BDYN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPXX
+1.36%
BDYN
-0.56%
3M
Winner
SPXX
+12.46%
BDYN
+11.32%
6M
SPXX
+3.81%
Winner
BDYN
+4.96%
1Y
SPXX
+13.24%
BDYN
N/A
5Y(CAGR)
SPXX
+7.50%
BDYN
N/A
10Y(CAGR)
SPXX
+10.16%
BDYN
N/A
Max(CAGR)
SPXX
+7.46%
Winner
BDYN
+13.37%
SPXX vs BDYN - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPXX | BDYN |
|---|---|---|
| 2026 | +3.52% | +5.79% |
| 2025 | +11.56% | +3.68% |
| 2024 | +28.64% | N/A |
| 2023 | +1.77% | N/A |
| 2022 | -7.14% | N/A |
| 2021 | +31.06% | N/A |
| 2020 | +0.75% | N/A |
| 2019 | +23.48% | N/A |
| 2018 | -14.40% | N/A |
| 2017 | +28.09% | N/A |
| 2016 | +14.57% | N/A |
| 2015 | +2.35% | N/A |
| 2014 | +9.85% | N/A |
| 2013 | +15.93% | N/A |
| 2012 | +15.76% | N/A |
| 2011 | -5.57% | N/A |
| 2010 | +13.97% | N/A |
| 2009 | +28.61% | N/A |
| 2008 | -29.58% | N/A |
| 2007 | -4.08% | N/A |
| 2006 | +22.10% | N/A |
| 2005 | -13.75% | N/A |
SPXX vs BDYN Drawdown Comparison
The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.
The maximum drawdown for BDYN was -10.85%, occurring on Mar 30, 2026. Recovery took 57 trading sessions.
The current SPXX drawdown is -1.43%. The current BDYN drawdown is -2.60%.
| Rank | SPXX | BDYN |
|---|---|---|
| #1 | -52.38% Apr 12, 2007 - Dec 9, 2010 | -10.85% Feb 9, 2026 - May 1, 2026 |
| #2 | -43.80% Jun 7, 2018 - Mar 1, 2021 | -5.18% Oct 28, 2025 - Dec 10, 2025 |
| #3 | -18.59% Dec 14, 2010 - Feb 13, 2012 | -4.58% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -18.06% Jan 12, 2022 - Dec 1, 2022 | -3.33% Jan 28, 2026 - Feb 9, 2026 |
| #5 | -17.95% Dec 1, 2022 - Jun 6, 2024 | -2.98% Jan 12, 2026 - Jan 27, 2026 |
| #6 | -17.67% Feb 19, 2025 - Jun 30, 2025 | -2.87% Oct 8, 2025 - Oct 20, 2025 |
| #7 | -14.69% Nov 30, 2005 - Aug 31, 2006 | -2.33% Dec 11, 2025 - Dec 22, 2025 |
| #8 | -14.67% Nov 24, 2015 - Apr 12, 2016 | -2.19% May 14, 2026 - May 26, 2026 |
| #9 | -11.85% Jan 12, 2026 - May 13, 2026 | -1.52% Sep 22, 2025 - Oct 1, 2025 |
| #10 | -11.20% Oct 1, 2012 - Jan 11, 2013 | -1.38% Dec 24, 2025 - Jan 5, 2026 |
| #11 | -9.73% Jun 15, 2021 - Dec 30, 2021 | -1.02% Oct 20, 2025 - Oct 24, 2025 |
| #12 | -9.68% Jul 16, 2015 - Nov 3, 2015 | -0.82% May 6, 2026 - May 11, 2026 |
| #13 | -7.94% Jan 26, 2018 - May 4, 2018 | -0.64% Oct 6, 2025 - Oct 8, 2025 |
| #14 | -7.77% Apr 2, 2012 - Jul 27, 2012 | -0.62% May 1, 2026 - May 5, 2026 |
| #15 | -7.69% Jul 16, 2024 - Aug 26, 2024 | -0.39% Jan 6, 2026 - Jan 9, 2026 |
Correlation
Correlation between SPXX and BDYN is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2006 - 2026)
SPXX vs BDYN dividend yield comparison.
| Year | SPXX | BDYN |
|---|---|---|
| 2026 | 4.25% | 0.00% |
| 2025 | 7.48% | 2.18% |
| 2024 | 6.87% | 0.00% |
| 2023 | 7.82% | 0.00% |
| 2022 | 7.30% | 0.00% |
| 2021 | 5.27% | 0.00% |
| 2020 | 6.56% | 0.00% |
| 2019 | 6.44% | 0.00% |
| 2018 | 7.98% | 0.00% |
| 2017 | 5.69% | 0.00% |
| 2016 | 5.14% | 0.00% |
| 2015 | 7.75% | 0.00% |
| 2014 | 7.30% | 0.00% |
| 2013 | 7.93% | 0.00% |
| 2012 | 8.66% | 0.00% |
| 2011 | 9.28% | 0.00% |
| 2010 | 8.09% | 0.00% |
| 2009 | 8.56% | 0.00% |
| 2008 | 13.80% | 0.00% |
| 2007 | 9.46% | 0.00% |
| 2006 | 8.36% | 0.00% |
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