SPXX vs GDV

Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and Gabelli Dividend & Income Trust (GDV, ETF).

5-Year PerformanceGDV has outperformed SPXX, delivering a return of +9.1% compared to +8.1%

SPXX vs GDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPXX(ETF)	GDV(ETF)
Net Assets	$2.80B	$2.90B
Max Drawdown	59.96%	73.33%
Sharpe Ratio	0.64	1.27
5Y Beta	0.80	0.76
5Y Dividends CAGR	7.91%	7.44%

Net Assets

SPXX

$2.80B

Winner

GDV

$2.90B

Max Drawdown

Winner

SPXX

59.96%

GDV

73.33%

Sharpe Ratio

SPXX

0.64

Winner

GDV

1.27

5Y Beta

SPXX

0.80

Winner

GDV

0.76

5Y Dividends CAGR

Winner

SPXX

7.91%

GDV

7.44%

SPXX vs GDV - Historical Returns

Returns include dividend reinvestment.

Period	SPXX	GDV
1 month	+3.69%	+4.17%
3 months	+8.16%	+3.52%
6 months	+7.46%	+7.07%
1 year	+11.62%	+19.00%
5 years(CAGR)	+8.10%	+9.10%
10 years(CAGR)	+10.28%	+10.80%
Max(CAGR)	+7.61%	+8.65%

SPXX

+3.69%

Winner

GDV

+4.17%

Winner

SPXX

+8.16%

GDV

+3.52%

Winner

SPXX

+7.46%

GDV

+7.07%

SPXX

+11.62%

Winner

GDV

+19.00%

5Y(CAGR)

SPXX

+8.10%

Winner

GDV

+9.10%

10Y(CAGR)

SPXX

+10.28%

Winner

GDV

+10.80%

Max(CAGR)

SPXX

+7.61%

Winner

GDV

+8.65%

SPXX vs GDV - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	SPXX	GDV
2026	+7.34%	+11.32%
2025	+11.56%	+22.91%
2024	+28.64%	+18.64%
2023	+1.77%	+11.63%
2022	-7.14%	-19.09%
2021	+31.06%	+35.21%
2020	+0.75%	+4.02%
2019	+23.48%	+26.19%
2018	-14.40%	-17.09%
2017	+28.09%	+23.45%
2016	+14.57%	+19.57%
2015	+2.35%	-8.54%
2014	+9.85%	+6.24%
2013	+15.93%	+40.03%
2012	+15.76%	+10.49%
2011	-5.57%	+5.74%
2010	+13.97%	+21.68%
2009	+28.61%	+31.91%
2008	-29.58%	-44.37%
2007	-4.08%	+6.34%
2006	+22.10%	+27.58%
2005	-13.75%	+4.16%
2004	N/A	-4.13%
2003	N/A	+0.00%

SPXX vs GDV Drawdown Comparison

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

The maximum drawdown for GDV was -68.82%, occurring on Mar 9, 2009. Recovery took 956 trading sessions.

The current SPXX drawdown is -1.12%.

Rank	SPXX	GDV
#1	-52.38% Apr 12, 2007 - Dec 9, 2010	-68.82% Jul 13, 2007 - Apr 28, 2011
#2	-43.80% Jun 7, 2018 - Mar 1, 2021	-53.05% Jan 17, 2020 - Dec 2, 2020
#3	-18.59% Dec 14, 2010 - Feb 13, 2012	-28.61% Sep 21, 2018 - Jan 16, 2020
#4	-18.06% Jan 12, 2022 - Dec 1, 2022	-28.33% Nov 16, 2021 - Jul 12, 2024
#5	-17.95% Dec 1, 2022 - Jun 6, 2024	-26.21% Jun 23, 2014 - Aug 12, 2016
#6	-17.67% Feb 19, 2025 - Jun 30, 2025	-22.59% Jul 7, 2011 - Mar 16, 2012
#7	-14.69% Nov 30, 2005 - Aug 31, 2006	-16.69% Dec 17, 2003 - Jun 16, 2005
#8	-14.67% Nov 24, 2015 - Apr 12, 2016	-16.07% Feb 19, 2025 - May 20, 2025
#9	-11.85% Jan 12, 2026 - May 13, 2026	-11.99% Jan 25, 2018 - Aug 9, 2018
#10	-11.20% Oct 1, 2012 - Jan 11, 2013	-11.85% May 1, 2012 - Aug 10, 2012
#11	-9.73% Jun 15, 2021 - Dec 30, 2021	-11.65% Oct 17, 2012 - Jan 4, 2013
#12	-9.68% Jul 16, 2015 - Nov 3, 2015	-9.76% Feb 17, 2026 - Apr 17, 2026
#13	-7.94% Jan 26, 2018 - May 4, 2018	-9.24% May 21, 2013 - Jul 17, 2013
#14	-7.77% Apr 2, 2012 - Jul 27, 2012	-9.08% Aug 23, 2016 - Nov 23, 2016
#15	-7.69% Jul 16, 2024 - Aug 26, 2024	-8.03% Dec 27, 2013 - Mar 4, 2014

Correlation

Correlation between SPXX and GDV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (2004 - 2026)

SPXX vs GDV dividend yield comparison.

Year	SPXX	GDV
2026	4.10%	3.52%
2025	7.48%	6.05%
2024	6.87%	5.47%
2023	7.82%	6.10%
2022	7.30%	6.84%
2021	5.27%	5.11%
2020	6.56%	6.15%
2019	6.44%	6.01%
2018	7.98%	7.21%
2017	5.69%	5.64%
2016	5.14%	6.59%
2015	7.75%	6.72%
2014	7.30%	6.23%
2013	7.93%	4.65%
2012	8.66%	5.93%
2011	9.28%	5.84%
2010	8.09%	4.95%
2009	8.56%	7.55%
2008	13.80%	12.62%
2007	9.46%	8.03%
2006	8.36%	5.96%
2005	0.00%	7.26%
2004	0.00%	6.69%