SPXX vs FWD
Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and AB DISRUPTORS ETF (FWD, ETF).
SPXX vs FWD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPXX
$2.90B
FWD
$2.90B
Expense Ratio
SPXX
N/A
FWD
0.65%
Max Drawdown
SPXX
59.96%
Winner
FWD
29.02%
Sharpe Ratio
SPXX
0.68
Winner
FWD
1.97
5Y Beta
Winner
SPXX
0.80
FWD
1.48
P/E Ratio
SPXX
N/A
FWD
57.22
Forward P/E
SPXX
N/A
FWD
26.26
PEG Ratio
SPXX
N/A
FWD
0.66
5Y Dividends CAGR
SPXX
11.48%
FWD
N/A
5Y EPS CAGR
SPXX
N/A
FWD
17.90%
Debt to Equity
SPXX
N/A
FWD
43.99%
P/S Ratio
SPXX
N/A
FWD
6.50
P/B Ratio
SPXX
N/A
FWD
9.60
SPXX vs FWD - Historical Returns
Returns include dividend reinvestment.
1M
SPXX
+1.51%
Winner
FWD
+4.75%
3M
SPXX
+8.07%
Winner
FWD
+27.31%
6M
SPXX
+5.89%
Winner
FWD
+34.78%
1Y
SPXX
+11.48%
Winner
FWD
+66.52%
5Y(CAGR)
SPXX
+6.89%
FWD
N/A
10Y(CAGR)
SPXX
+10.13%
FWD
N/A
Max(CAGR)
SPXX
+7.44%
Winner
FWD
+38.85%
SPXX vs FWD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPXX | FWD |
|---|---|---|
| 2026 | +3.04% | +31.42% |
| 2025 | +11.56% | +30.34% |
| 2024 | +28.64% | +32.20% |
| 2023 | +1.77% | +25.66% |
| 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 FWD Drawdown Comparison
The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.
The maximum drawdown for FWD was -29.02%, occurring on Apr 4, 2025. Recovery took 106 trading sessions.
The current SPXX drawdown is -1.41%. The current FWD drawdown is -4.32%.
| Rank | SPXX | FWD |
|---|---|---|
| #1 | -52.38% Apr 12, 2007 - Dec 9, 2010 | -29.02% Jan 23, 2025 - Jun 26, 2025 |
| #2 | -43.80% Jun 7, 2018 - Mar 1, 2021 | -16.22% Jul 31, 2023 - Dec 12, 2023 |
| #3 | -18.59% Dec 14, 2010 - Feb 13, 2012 | -13.31% Jul 10, 2024 - Oct 9, 2024 |
| #4 | -18.06% Jan 12, 2022 - Dec 1, 2022 | -13.03% Feb 25, 2026 - Apr 10, 2026 |
| #5 | -17.95% Dec 1, 2022 - Jun 6, 2024 | -12.02% Oct 29, 2025 - Jan 6, 2026 |
| #6 | -17.67% Feb 19, 2025 - Jun 30, 2025 | -9.73% Jun 2, 2026 - Jun 10, 2026 |
| #7 | -14.69% Nov 30, 2005 - Aug 31, 2006 | -9.18% Mar 7, 2024 - May 14, 2024 |
| #8 | -14.67% Nov 24, 2015 - Apr 12, 2016 | -7.61% Jan 28, 2026 - Feb 24, 2026 |
| #9 | -11.85% Jan 12, 2026 - May 13, 2026 | -6.99% Dec 6, 2024 - Jan 21, 2025 |
| #10 | -11.20% Oct 1, 2012 - Jan 11, 2013 | -6.35% Mar 31, 2023 - May 22, 2023 |
| #11 | -9.73% Jun 15, 2021 - Dec 30, 2021 | -5.42% Dec 28, 2023 - Jan 19, 2024 |
| #12 | -9.68% Jul 16, 2015 - Nov 3, 2015 | -4.78% May 14, 2026 - May 22, 2026 |
| #13 | -7.94% Jan 26, 2018 - May 4, 2018 | -4.63% Oct 8, 2025 - Oct 24, 2025 |
| #14 | -7.77% Apr 2, 2012 - Jul 27, 2012 | -4.32% Jun 15, 2023 - Jul 12, 2023 |
| #15 | -7.69% Jul 16, 2024 - Aug 26, 2024 | -4.16% Oct 14, 2024 - Nov 6, 2024 |
Correlation
Correlation between SPXX and FWD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2006 - 2026)
SPXX vs FWD dividend yield comparison.
| Year | SPXX | FWD |
|---|---|---|
| 2026 | 1.85% | 0.00% |
| 2025 | 7.48% | 0.11% |
| 2024 | 6.87% | 1.89% |
| 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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