SPXX vs FHLC
Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and FIDELITY MSCI HEALTH CARE INDEX ETF (FHLC, ETF).
5-Year PerformanceSPXX has outperformed FHLC, delivering a return of +6.9% compared to +4.8%
SPXX vs FHLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPXX vs FHLC - Historical Returns
Returns include dividend reinvestment.
SPXX vs FHLC - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPXX | FHLC |
|---|---|---|
| 2026 | +3.04% | -0.34% |
| 2025 | +11.56% | +15.26% |
| 2024 | +28.64% | +0.95% |
| 2023 | +1.77% | +2.95% |
| 2022 | -7.14% | -4.85% |
| 2021 | +31.06% | +21.15% |
| 2020 | +0.75% | +18.06% |
| 2019 | +23.48% | +23.48% |
| 2018 | -14.40% | +3.45% |
| 2017 | +28.09% | +21.82% |
| 2016 | +14.57% | -1.38% |
| 2015 | +2.35% | +6.81% |
| 2014 | +9.85% | +25.83% |
| 2013 | +15.93% | +5.79% |
| 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 FHLC Drawdown Comparison
The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.
The maximum drawdown for FHLC was -28.74%, occurring on Mar 23, 2020. Recovery took 70 trading sessions.
The current SPXX drawdown is -1.41%. The current FHLC drawdown is -3.15%.
| Rank | SPXX | FHLC |
|---|---|---|
| #1 | -52.38% Apr 12, 2007 - Dec 9, 2010 | -28.74% Feb 19, 2020 - May 29, 2020 |
| #2 | -43.80% Jun 7, 2018 - Mar 1, 2021 | -20.41% Jul 20, 2015 - Jun 1, 2017 |
| #3 | -18.59% Dec 14, 2010 - Feb 13, 2012 | -17.73% Dec 30, 2021 - Feb 5, 2024 |
| #4 | -18.06% Jan 12, 2022 - Dec 1, 2022 | -17.02% Oct 1, 2018 - Nov 15, 2019 |
| #5 | -17.95% Dec 1, 2022 - Jun 6, 2024 | -16.87% Sep 16, 2024 - Nov 12, 2025 |
| #6 | -17.67% Feb 19, 2025 - Jun 30, 2025 | -12.08% Jan 26, 2018 - Aug 2, 2018 |
| #7 | -14.69% Nov 30, 2005 - Aug 31, 2006 | -10.38% Jan 7, 2026 - Mar 27, 2026 |
| #8 | -14.67% Nov 24, 2015 - Apr 12, 2016 | -8.26% Mar 4, 2014 - Jun 20, 2014 |
| #9 | -11.85% Jan 12, 2026 - May 13, 2026 | -7.98% Sep 2, 2021 - Dec 23, 2021 |
| #10 | -11.20% Oct 1, 2012 - Jan 11, 2013 | -7.87% Feb 12, 2021 - Apr 15, 2021 |
| #11 | -9.73% Jun 15, 2021 - Dec 30, 2021 | -7.17% Sep 24, 2014 - Oct 24, 2014 |
| #12 | -9.68% Jul 16, 2015 - Nov 3, 2015 | -6.65% Mar 28, 2024 - Jul 11, 2024 |
| #13 | -7.94% Jan 26, 2018 - May 4, 2018 | -6.62% Jun 8, 2020 - Jul 14, 2020 |
| #14 | -7.77% Apr 2, 2012 - Jul 27, 2012 | -6.58% Oct 12, 2020 - Nov 4, 2020 |
| #15 | -7.69% Jul 16, 2024 - Aug 26, 2024 | -6.29% Sep 2, 2020 - Oct 8, 2020 |
Correlation
Correlation between SPXX and FHLC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
SPXX vs FHLC dividend yield comparison.
| Year | SPXX | FHLC |
|---|---|---|
| 2026 | 1.85% | 0.31% |
| 2025 | 7.48% | 1.40% |
| 2024 | 6.87% | 1.51% |
| 2023 | 7.82% | 1.40% |
| 2022 | 7.30% | 1.30% |
| 2021 | 5.27% | 1.16% |
| 2020 | 6.56% | 1.45% |
| 2019 | 6.44% | 1.18% |
| 2018 | 7.98% | 1.38% |
| 2017 | 5.69% | 1.38% |
| 2016 | 5.14% | 1.40% |
| 2015 | 7.75% | 2.07% |
| 2014 | 7.30% | 1.03% |
| 2013 | 7.93% | 0.20% |
| 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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