SPXX vs IGLB

Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGLB, ETF).

5-Year PerformanceSPXX has outperformed IGLB, delivering a return of +8.0% compared to -1.6%

SPXX vs IGLB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPXX(ETF)	IGLB(ETF)
Net Assets	$2.50B	$2.60B
Expense Ratio	N/A	0.04%
Max Drawdown	59.96%	39.97%
Sharpe Ratio	0.95	0.52
5Y Beta	0.80	0.21
5Y Dividends CAGR	11.48%	4.46%

Net Assets

SPXX

$2.50B

Winner

IGLB

$2.60B

Expense Ratio

SPXX

N/A

IGLB

0.04%

Max Drawdown

SPXX

59.96%

Winner

IGLB

39.97%

Sharpe Ratio

Winner

SPXX

0.95

IGLB

0.52

5Y Beta

SPXX

0.80

Winner

IGLB

0.21

5Y Dividends CAGR

Winner

SPXX

11.48%

IGLB

4.46%

SPXX vs IGLB - Historical Returns

Returns include dividend reinvestment.

Period	SPXX	IGLB
1 month	+7.16%	+0.32%
3 months	+0.27%	-0.12%
6 months	+6.60%	+0.51%
1 year	+15.10%	+8.51%
5 years(CAGR)	+8.02%	-1.55%
10 years(CAGR)	+10.12%	+2.41%
Max(CAGR)	+7.36%	+4.33%

Winner

SPXX

+7.16%

IGLB

+0.32%

Winner

SPXX

+0.27%

IGLB

-0.12%

Winner

SPXX

+6.60%

IGLB

+0.51%

Winner

SPXX

+15.10%

IGLB

+8.51%

5Y(CAGR)

Winner

SPXX

+8.02%

IGLB

-1.55%

10Y(CAGR)

Winner

SPXX

+10.12%

IGLB

+2.41%

Max(CAGR)

Winner

SPXX

+7.36%

IGLB

+4.33%

SPXX vs IGLB - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	SPXX	IGLB
2026	+0.77%	+0.88%
2025	+11.56%	+7.47%
2024	+28.64%	-0.58%
2023	+1.77%	+9.75%
2022	-7.14%	-24.20%
2021	+31.06%	-0.96%
2020	+0.75%	+12.71%
2019	+23.48%	+22.84%
2018	-14.40%	-6.19%
2017	+28.09%	+11.45%
2016	+14.57%	+9.78%
2015	+2.35%	-6.13%
2014	+9.85%	+15.38%
2013	+15.93%	-7.90%
2012	+15.76%	+12.74%
2011	-5.57%	+16.81%
2010	+13.97%	+10.32%
2009	+28.61%	-0.47%
2008	-29.58%	N/A
2007	-4.08%	N/A
2006	+22.10%	N/A
2005	-13.75%	N/A

SPXX vs IGLB Drawdown Comparison

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

The maximum drawdown for IGLB was -34.13%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current SPXX drawdown is -0.88%. The current IGLB drawdown is -13.79%.

Rank	SPXX	IGLB
#1	-52.38% Apr 12, 2007 - Dec 9, 2010	-34.13% Sep 22, 2021 - Oct 24, 2022
#2	-43.80% Jun 7, 2018 - Mar 1, 2021	-27.72% Mar 6, 2020 - Jul 9, 2020
#3	-18.59% Dec 14, 2010 - Feb 13, 2012	-14.42% May 2, 2013 - May 15, 2014
#4	-18.06% Jan 12, 2022 - Dec 1, 2022	-11.20% Jan 30, 2015 - Jun 8, 2016
#5	-17.95% Dec 1, 2022 - Jun 6, 2024	-10.23% Aug 6, 2020 - Aug 4, 2021
#6	-17.67% Feb 19, 2025 - Jun 30, 2025	-9.70% Dec 15, 2017 - Mar 28, 2019
#7	-14.69% Nov 30, 2005 - Aug 31, 2006	-9.22% Jul 8, 2016 - Jun 20, 2017
#8	-14.67% Nov 24, 2015 - Apr 12, 2016	-7.48% Aug 26, 2010 - May 17, 2011
#9	-11.85% Jan 12, 2026 - Mar 30, 2026	-5.13% Nov 13, 2012 - May 1, 2013
#10	-11.20% Oct 1, 2012 - Jan 11, 2013	-4.94% Aug 28, 2019 - Dec 13, 2019
#11	-9.73% Jun 15, 2021 - Dec 30, 2021	-4.40% Nov 1, 2011 - Feb 27, 2012
#12	-9.68% Jul 16, 2015 - Nov 3, 2015	-4.33% Aug 28, 2014 - Oct 14, 2014
#13	-7.94% Jan 26, 2018 - May 4, 2018	-4.20% Aug 10, 2011 - Sep 21, 2011
#14	-7.77% Apr 2, 2012 - Jul 27, 2012	-3.89% Feb 28, 2012 - May 3, 2012
#15	-7.69% Jul 16, 2024 - Aug 26, 2024	-3.85% Sep 22, 2011 - Oct 25, 2011

Correlation

Correlation between SPXX and IGLB is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2006 - 2026)

SPXX vs IGLB dividend yield comparison.

Year	SPXX	IGLB
2026	1.90%	1.78%
2025	7.48%	5.14%
2024	6.87%	5.10%
2023	7.82%	4.59%
2022	7.30%	4.56%
2021	5.27%	3.16%
2020	6.56%	3.22%
2019	6.44%	3.73%
2018	7.98%	4.56%
2017	5.69%	3.94%
2016	5.14%	4.21%
2015	7.75%	4.57%
2014	7.30%	3.76%
2013	7.93%	4.66%
2012	8.66%	4.37%
2011	9.28%	4.45%
2010	8.09%	5.29%
2009	8.56%	0.31%
2008	13.80%	0.00%
2007	9.46%	0.00%
2006	8.36%	0.00%