SPXX vs CWI
Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and STATE STREET(R) SPDR(R) MSCI ACWI EX-US ETF (CWI, ETF).
5-Year PerformanceCWI has outperformed SPXX, delivering a return of +9.0% compared to +7.7%
SPXX vs CWI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPXX vs CWI - Historical Returns
Returns include dividend reinvestment.
SPXX vs CWI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPXX | CWI |
|---|---|---|
| 2026 | +6.65% | +9.87% |
| 2025 | +11.56% | +32.76% |
| 2024 | +28.64% | +7.58% |
| 2023 | +1.77% | +15.05% |
| 2022 | -7.14% | -15.80% |
| 2021 | +31.06% | +8.00% |
| 2020 | +0.75% | +8.58% |
| 2019 | +23.48% | +22.09% |
| 2018 | -14.40% | -14.65% |
| 2017 | +28.09% | +25.95% |
| 2016 | +14.57% | +6.67% |
| 2015 | +2.35% | -4.94% |
| 2014 | +9.85% | -1.28% |
| 2013 | +15.93% | +12.22% |
| 2012 | +15.76% | +13.69% |
| 2011 | -5.57% | -14.44% |
| 2010 | +13.97% | +8.51% |
| 2009 | +28.61% | +35.42% |
| 2008 | -29.58% | -41.96% |
| 2007 | -4.08% | +15.36% |
| 2006 | +22.10% | N/A |
| 2005 | -13.75% | N/A |
SPXX vs CWI Drawdown Comparison
The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.
The maximum drawdown for CWI was -60.77%, occurring on Mar 9, 2009. Recovery took 1668 trading sessions.
The current SPXX drawdown is -1.76%. The current CWI drawdown is -4.06%.
| Rank | SPXX | CWI |
|---|---|---|
| #1 | -52.38% Apr 12, 2007 - Dec 9, 2010 | -60.77% Oct 31, 2007 - Jun 18, 2014 |
| #2 | -43.80% Jun 7, 2018 - Mar 1, 2021 | -34.64% Jan 26, 2018 - Nov 13, 2020 |
| #3 | -18.59% Dec 14, 2010 - Feb 13, 2012 | -29.42% Jun 14, 2021 - May 9, 2024 |
| #4 | -18.06% Jan 12, 2022 - Dec 1, 2022 | -25.24% Jul 3, 2014 - May 5, 2017 |
| #5 | -17.95% Dec 1, 2022 - Jun 6, 2024 | -13.85% Mar 19, 2025 - May 2, 2025 |
| #6 | -17.67% Feb 19, 2025 - Jun 30, 2025 | -12.72% Jul 13, 2007 - Oct 1, 2007 |
| #7 | -14.69% Nov 30, 2005 - Aug 31, 2006 | -11.47% Feb 25, 2026 - May 6, 2026 |
| #8 | -14.67% Nov 24, 2015 - Apr 12, 2016 | -9.50% Sep 26, 2024 - Mar 17, 2025 |
| #9 | -11.85% Jan 12, 2026 - May 13, 2026 | -8.03% Jul 12, 2024 - Aug 23, 2024 |
| #10 | -11.20% Oct 1, 2012 - Jan 11, 2013 | -7.91% Feb 26, 2007 - Apr 3, 2007 |
| #11 | -9.73% Jun 15, 2021 - Dec 30, 2021 | -4.96% Nov 12, 2025 - Dec 10, 2025 |
| #12 | -9.68% Jul 16, 2015 - Nov 3, 2015 | -4.92% Feb 16, 2021 - Apr 15, 2021 |
| #13 | -7.94% Jan 26, 2018 - May 4, 2018 | -4.84% Jun 2, 2026 - Jun 15, 2026 |
| #14 | -7.77% Apr 2, 2012 - Jul 27, 2012 | -4.65% Jun 22, 2026 - Jul 20, 2026 |
| #15 | -7.69% Jul 16, 2024 - Aug 26, 2024 | -4.58% Jan 21, 2021 - Feb 9, 2021 |
Correlation
Correlation between SPXX and CWI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
SPXX vs CWI dividend yield comparison.
| Year | SPXX | CWI |
|---|---|---|
| 2026 | 4.12% | 1.20% |
| 2025 | 7.48% | 2.97% |
| 2024 | 6.87% | 2.89% |
| 2023 | 7.82% | 2.80% |
| 2022 | 7.30% | 3.17% |
| 2021 | 5.27% | 2.65% |
| 2020 | 6.56% | 2.07% |
| 2019 | 6.44% | 3.05% |
| 2018 | 7.98% | 2.81% |
| 2017 | 5.69% | 2.29% |
| 2016 | 5.14% | 2.45% |
| 2015 | 7.75% | 2.62% |
| 2014 | 7.30% | 3.21% |
| 2013 | 7.93% | 2.69% |
| 2012 | 8.66% | 3.15% |
| 2011 | 9.28% | 2.98% |
| 2010 | 8.09% | 2.31% |
| 2009 | 8.56% | 2.20% |
| 2008 | 13.80% | 2.17% |
| 2007 | 9.46% | 2.01% |
| 2006 | 8.36% | 0.00% |
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