SPXX vs DCOR

Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and DIMENSIONAL US CORE EQUITY 1 ETF (DCOR, ETF).

SPXX vs DCOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPXX(ETF)	DCOR(ETF)
Net Assets	$2.50B	$2.60B
Expense Ratio	N/A	0.14%
Max Drawdown	59.96%	19.58%
Sharpe Ratio	0.95	2.02
5Y Beta	0.80	0.94
P/E Ratio	N/A	25.12
Forward P/E	N/A	18.10
5Y Dividends CAGR	11.48%	N/A
5Y EPS CAGR	N/A	21.55%
P/S Ratio	N/A	2.27
P/B Ratio	N/A	3.80

Net Assets

SPXX

$2.50B

Winner

DCOR

$2.60B

Expense Ratio

SPXX

N/A

DCOR

0.14%

Max Drawdown

SPXX

59.96%

Winner

DCOR

19.58%

Sharpe Ratio

SPXX

0.95

Winner

DCOR

2.02

5Y Beta

Winner

SPXX

0.80

DCOR

0.94

P/E Ratio

SPXX

N/A

DCOR

25.12

Forward P/E

SPXX

N/A

DCOR

18.10

5Y Dividends CAGR

SPXX

11.48%

DCOR

N/A

5Y EPS CAGR

SPXX

N/A

DCOR

21.55%

P/S Ratio

SPXX

N/A

DCOR

2.27

P/B Ratio

SPXX

N/A

DCOR

3.80

SPXX vs DCOR - Historical Returns

Returns include dividend reinvestment.

Period	SPXX	DCOR
1 month	+7.16%	+7.06%
3 months	+0.27%	+4.72%
6 months	+6.60%	+11.67%
1 year	+15.10%	+31.13%
5 years(CAGR)	+8.02%	N/A
10 years(CAGR)	+10.12%	N/A
Max(CAGR)	+7.36%	+20.88%

Winner

SPXX

+7.16%

DCOR

+7.06%

SPXX

+0.27%

Winner

DCOR

+4.72%

SPXX

+6.60%

Winner

DCOR

+11.67%

SPXX

+15.10%

Winner

DCOR

+31.13%

5Y(CAGR)

SPXX

+8.02%

DCOR

N/A

10Y(CAGR)

SPXX

+10.12%

DCOR

N/A

Max(CAGR)

SPXX

+7.36%

Winner

DCOR

+20.88%

SPXX vs DCOR - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	SPXX	DCOR
2026	+0.77%	+8.55%
2025	+11.56%	+16.21%
2024	+28.64%	+21.78%
2023	+1.77%	+7.83%
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 DCOR Drawdown Comparison

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

The maximum drawdown for DCOR was -19.10%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.

The current SPXX drawdown is -0.88%. The current DCOR drawdown is -0.12%.

Rank	SPXX	DCOR
#1	-52.38% Apr 12, 2007 - Dec 9, 2010	-19.10% Dec 4, 2024 - Jul 1, 2025
#2	-43.80% Jun 7, 2018 - Mar 1, 2021	-8.98% Sep 14, 2023 - Nov 20, 2023
#3	-18.59% Dec 14, 2010 - Feb 13, 2012	-8.26% Feb 9, 2026 - Apr 15, 2026
#4	-18.06% Jan 12, 2022 - Dec 1, 2022	-8.06% Jul 16, 2024 - Aug 30, 2024
#5	-17.95% Dec 1, 2022 - Jun 6, 2024	-5.59% Mar 28, 2024 - May 15, 2024
#6	-17.67% Feb 19, 2025 - Jun 30, 2025	-4.64% Oct 27, 2025 - Nov 28, 2025
#7	-14.69% Nov 30, 2005 - Aug 31, 2006	-4.36% Aug 30, 2024 - Sep 19, 2024
#8	-14.67% Nov 24, 2015 - Apr 12, 2016	-3.07% Oct 6, 2025 - Oct 24, 2025
#9	-11.85% Jan 12, 2026 - Mar 30, 2026	-2.84% Oct 18, 2024 - Nov 6, 2024
#10	-11.20% Oct 1, 2012 - Jan 11, 2013	-2.66% Jul 25, 2025 - Aug 12, 2025
#11	-9.73% Jun 15, 2021 - Dec 30, 2021	-2.47% Dec 27, 2023 - Jan 22, 2024
#12	-9.68% Jul 16, 2015 - Nov 3, 2015	-2.39% Nov 11, 2024 - Nov 25, 2024
#13	-7.94% Jan 26, 2018 - May 4, 2018	-2.36% Dec 11, 2025 - Dec 24, 2025
#14	-7.77% Apr 2, 2012 - Jul 27, 2012	-2.09% Jan 12, 2026 - Jan 27, 2026
#15	-7.69% Jul 16, 2024 - Aug 26, 2024	-1.80% Jan 29, 2024 - Feb 7, 2024

Correlation

Correlation between SPXX and DCOR is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2006 - 2026)

SPXX vs DCOR dividend yield comparison.

Year	SPXX	DCOR
2026	1.90%	0.22%
2025	7.48%	0.97%
2024	6.87%	0.98%
2023	7.82%	0.40%
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%