SPXX vs GLTR

Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and abrdn Physical Precious Metals Basket Shares ETF (GLTR, ETF).

5-Year PerformanceGLTR has outperformed SPXX, delivering a return of +15.7% compared to +7.3%

SPXX vs GLTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPXX(ETF)	GLTR(ETF)
Net Assets	$2.90B	$2.90B
Expense Ratio	N/A	0.60%
Max Drawdown	59.96%	55.70%
Sharpe Ratio	0.80	0.98
5Y Beta	0.80	0.43
5Y Dividends CAGR	7.91%	N/A

Net Assets

SPXX

$2.90B

GLTR

$2.90B

Expense Ratio

SPXX

N/A

GLTR

0.60%

Max Drawdown

SPXX

59.96%

Winner

GLTR

55.70%

Sharpe Ratio

SPXX

0.80

Winner

GLTR

0.98

5Y Beta

SPXX

0.80

Winner

GLTR

0.43

5Y Dividends CAGR

SPXX

7.91%

GLTR

N/A

SPXX vs GLTR - Historical Returns

Returns include dividend reinvestment.

Period	SPXX	GLTR
1 month	+2.96%	-9.58%
3 months	+8.10%	-15.67%
6 months	+6.79%	-2.77%
1 year	+13.46%	+39.39%
5 years(CAGR)	+7.32%	+15.68%
10 years(CAGR)	+10.26%	+12.02%
Max(CAGR)	+7.44%	+6.27%

Winner

SPXX

+2.96%

GLTR

-9.58%

Winner

SPXX

+8.10%

GLTR

-15.67%

Winner

SPXX

+6.79%

GLTR

-2.77%

SPXX

+13.46%

Winner

GLTR

+39.39%

5Y(CAGR)

SPXX

+7.32%

Winner

GLTR

+15.68%

10Y(CAGR)

SPXX

+10.26%

Winner

GLTR

+12.02%

Max(CAGR)

Winner

SPXX

+7.44%

GLTR

+6.27%

SPXX vs GLTR - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	SPXX	GLTR
2026	+3.11%	-5.65%
2025	+11.56%	+84.10%
2024	+28.64%	+21.17%
2023	+1.77%	+2.06%
2022	-7.14%	+1.47%
2021	+31.06%	-11.16%
2020	+0.75%	+28.66%
2019	+23.48%	+20.87%
2018	-14.40%	-4.18%
2017	+28.09%	+11.07%
2016	+14.57%	+9.41%
2015	+2.35%	-14.33%
2014	+9.85%	-9.67%
2013	+15.93%	-29.62%
2012	+15.76%	+3.39%
2011	-5.57%	-1.84%
2010	+13.97%	+16.78%
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 GLTR Drawdown Comparison

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

The maximum drawdown for GLTR was -55.70%, occurring on Dec 17, 2015. Recovery took 3311 trading sessions.

The current SPXX drawdown is -1.77%. The current GLTR drawdown is -31.21%.

Rank	SPXX	GLTR
#1	-52.38% Apr 12, 2007 - Dec 9, 2010	-55.70% Aug 22, 2011 - Oct 18, 2024
#2	-43.80% Jun 7, 2018 - Mar 1, 2021	-34.09% Jan 28, 2026 - Jun 10, 2026
#3	-18.59% Dec 14, 2010 - Feb 13, 2012	-17.30% Apr 29, 2011 - Aug 19, 2011
#4	-18.06% Jan 12, 2022 - Dec 1, 2022	-10.62% Oct 15, 2025 - Dec 9, 2025
#5	-17.95% Dec 1, 2022 - Jun 6, 2024	-10.23% Oct 29, 2024 - Feb 13, 2025
#6	-17.67% Feb 19, 2025 - Jun 30, 2025	-8.66% Dec 31, 2010 - Feb 17, 2011
#7	-14.69% Nov 30, 2005 - Aug 31, 2006	-7.53% Dec 26, 2025 - Jan 6, 2026
#8	-14.67% Nov 24, 2015 - Apr 12, 2016	-6.94% Mar 31, 2025 - Apr 11, 2025
#9	-11.85% Jan 12, 2026 - May 13, 2026	-6.64% Nov 8, 2010 - Dec 2, 2010
#10	-11.20% Oct 1, 2012 - Jan 11, 2013	-5.81% May 6, 2025 - Jun 2, 2025
#11	-9.73% Jun 15, 2021 - Dec 30, 2021	-5.44% Jul 22, 2025 - Sep 2, 2025
#12	-9.68% Jul 16, 2015 - Nov 3, 2015	-4.46% Mar 7, 2011 - Mar 23, 2011
#13	-7.94% Jan 26, 2018 - May 4, 2018	-4.37% Apr 21, 2025 - May 6, 2025
#14	-7.77% Apr 2, 2012 - Jul 27, 2012	-4.22% Dec 6, 2010 - Dec 29, 2010
#15	-7.69% Jul 16, 2024 - Aug 26, 2024	-3.73% Feb 20, 2025 - Mar 13, 2025