SPXX vs HYMB
Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and STATE STREET(R) SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF (HYMB, ETF).
5-Year PerformanceSPXX has outperformed HYMB, delivering a return of +6.9% compared to +0.3%
SPXX vs HYMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPXX vs HYMB - Historical Returns
Returns include dividend reinvestment.
SPXX vs HYMB - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPXX | HYMB |
|---|---|---|
| 2026 | +3.04% | +2.95% |
| 2025 | +11.56% | +1.88% |
| 2024 | +28.64% | +6.23% |
| 2023 | +1.77% | +7.95% |
| 2022 | -7.14% | -15.54% |
| 2021 | +31.06% | +5.37% |
| 2020 | +0.75% | +3.67% |
| 2019 | +23.48% | +9.49% |
| 2018 | -14.40% | +4.78% |
| 2017 | +28.09% | +3.02% |
| 2016 | +14.57% | +1.92% |
| 2015 | +2.35% | +3.59% |
| 2014 | +9.85% | +17.12% |
| 2013 | +15.93% | -8.31% |
| 2012 | +15.76% | +15.62% |
| 2011 | -5.57% | +10.19% |
| 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 HYMB Drawdown Comparison
The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.
The maximum drawdown for HYMB was -29.57%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.
The current SPXX drawdown is -1.41%. The current HYMB drawdown is -0.04%.
| Rank | SPXX | HYMB |
|---|---|---|
| #1 | -52.38% Apr 12, 2007 - Dec 9, 2010 | -29.57% Mar 5, 2020 - Jan 6, 2021 |
| #2 | -43.80% Jun 7, 2018 - Mar 1, 2021 | -20.16% Jul 27, 2021 - Feb 26, 2026 |
| #3 | -18.59% Dec 14, 2010 - Feb 13, 2012 | -16.59% May 20, 2013 - May 20, 2014 |
| #4 | -18.06% Jan 12, 2022 - Dec 1, 2022 | -7.98% Aug 29, 2016 - Aug 29, 2017 |
| #5 | -17.95% Dec 1, 2022 - Jun 6, 2024 | -4.28% Dec 6, 2012 - Jan 22, 2013 |
| #6 | -17.67% Feb 19, 2025 - Jun 30, 2025 | -4.19% Jan 30, 2015 - Oct 22, 2015 |
| #7 | -14.69% Nov 30, 2005 - Aug 31, 2006 | -3.65% Sep 5, 2017 - May 25, 2018 |
| #8 | -14.67% Nov 24, 2015 - Apr 12, 2016 | -3.11% Feb 27, 2026 - May 28, 2026 |
| #9 | -11.85% Jan 12, 2026 - May 13, 2026 | -2.49% Feb 11, 2021 - Apr 22, 2021 |
| #10 | -11.20% Oct 1, 2012 - Jan 11, 2013 | -1.93% May 30, 2014 - Aug 11, 2014 |
| #11 | -9.73% Jun 15, 2021 - Dec 30, 2021 | -1.89% Sep 6, 2018 - Dec 28, 2018 |
| #12 | -9.68% Jul 16, 2015 - Nov 3, 2015 | -1.51% Oct 4, 2011 - Nov 2, 2011 |
| #13 | -7.94% Jan 26, 2018 - May 4, 2018 | -1.41% Mar 13, 2012 - Apr 12, 2012 |
| #14 | -7.77% Apr 2, 2012 - Jul 27, 2012 | -1.33% Nov 2, 2015 - Dec 23, 2015 |
| #15 | -7.69% Jul 16, 2024 - Aug 26, 2024 | -1.32% Jul 6, 2011 - Jul 12, 2011 |
Correlation
Correlation between SPXX and HYMB is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2006 - 2026)
SPXX vs HYMB dividend yield comparison.
| Year | SPXX | HYMB |
|---|---|---|
| 2026 | 1.85% | 1.90% |
| 2025 | 7.48% | 4.55% |
| 2024 | 6.87% | 4.29% |
| 2023 | 7.82% | 4.07% |
| 2022 | 7.30% | 3.77% |
| 2021 | 5.27% | 3.19% |
| 2020 | 6.56% | 3.55% |
| 2019 | 6.44% | 3.95% |
| 2018 | 7.98% | 4.03% |
| 2017 | 5.69% | 3.78% |
| 2016 | 5.14% | 4.08% |
| 2015 | 7.75% | 4.54% |
| 2014 | 7.30% | 4.49% |
| 2013 | 7.93% | 5.17% |
| 2012 | 8.66% | 4.99% |
| 2011 | 9.28% | 4.30% |
| 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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