SPXX vs MDYG
Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF (MDYG, ETF).
5-Year PerformanceSPXX has outperformed MDYG, delivering a return of +8.9% compared to +8.5%
SPXX vs MDYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPXX vs MDYG - Historical Returns
Returns include dividend reinvestment.
SPXX vs MDYG - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPXX | MDYG |
|---|---|---|
| 2026 | +10.94% | +19.69% |
| 2025 | +11.56% | +7.11% |
| 2024 | +28.64% | +16.57% |
| 2023 | +1.77% | +18.29% |
| 2022 | -7.14% | -18.97% |
| 2021 | +31.06% | +20.18% |
| 2020 | +0.75% | +22.17% |
| 2019 | +23.48% | +27.24% |
| 2018 | -14.40% | -11.43% |
| 2017 | +28.09% | +19.20% |
| 2016 | +14.57% | +16.95% |
| 2015 | +2.35% | +2.05% |
| 2014 | +9.85% | +9.06% |
| 2013 | +15.93% | +29.24% |
| 2012 | +15.76% | +16.21% |
| 2011 | -5.57% | -2.11% |
| 2010 | +13.97% | +25.08% |
| 2009 | +28.61% | +50.34% |
| 2008 | -29.58% | -40.78% |
| 2007 | -4.08% | +10.72% |
| 2006 | +22.10% | +11.26% |
| 2005 | -13.75% | +2.98% |
SPXX vs MDYG Drawdown Comparison
The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.
The maximum drawdown for MDYG was -58.46%, occurring on Nov 20, 2008. Recovery took 772 trading sessions.
The current MDYG drawdown is -0.03%.
| Rank | SPXX | MDYG |
|---|---|---|
| #1 | -52.38% Apr 12, 2007 - Dec 9, 2010 | -58.46% Oct 12, 2007 - Nov 4, 2010 |
| #2 | -43.80% Jun 7, 2018 - Mar 1, 2021 | -39.27% Feb 20, 2020 - Aug 12, 2020 |
| #3 | -18.59% Dec 14, 2010 - Feb 13, 2012 | -29.25% Nov 16, 2021 - Feb 29, 2024 |
| #4 | -18.06% Jan 12, 2022 - Dec 1, 2022 | -26.20% Jul 7, 2011 - Sep 7, 2012 |
| #5 | -17.95% Dec 1, 2022 - Jun 6, 2024 | -25.46% Nov 25, 2024 - Dec 10, 2025 |
| #6 | -17.67% Feb 19, 2025 - Jun 30, 2025 | -24.00% Sep 14, 2018 - Nov 27, 2019 |
| #7 | -14.69% Nov 30, 2005 - Aug 31, 2006 | -18.21% Aug 17, 2015 - Jul 11, 2016 |
| #8 | -14.67% Nov 24, 2015 - Apr 12, 2016 | -13.93% May 9, 2006 - Dec 5, 2006 |
| #9 | -11.85% Jan 12, 2026 - May 13, 2026 | -12.02% Jul 13, 2007 - Oct 5, 2007 |
| #10 | -11.20% Oct 1, 2012 - Jan 11, 2013 | -10.62% Jul 1, 2014 - Nov 11, 2014 |
| #11 | -9.73% Jun 15, 2021 - Dec 30, 2021 | -9.92% Mar 2, 2026 - Apr 17, 2026 |
| #12 | -9.68% Jul 16, 2015 - Nov 3, 2015 | -9.67% Jan 26, 2018 - Jun 6, 2018 |
| #13 | -7.94% Jan 26, 2018 - May 4, 2018 | -9.06% Jul 16, 2024 - Oct 14, 2024 |
| #14 | -7.77% Apr 2, 2012 - Jul 27, 2012 | -8.13% Apr 29, 2011 - Jul 7, 2011 |
| #15 | -7.69% Jul 16, 2024 - Aug 26, 2024 | -8.07% Sep 2, 2020 - Oct 7, 2020 |
Correlation
Correlation between SPXX and MDYG is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
SPXX vs MDYG dividend yield comparison.
| Year | SPXX | MDYG |
|---|---|---|
| 2026 | 3.96% | 0.25% |
| 2025 | 7.48% | 0.75% |
| 2024 | 6.87% | 0.87% |
| 2023 | 7.82% | 1.20% |
| 2022 | 7.30% | 1.16% |
| 2021 | 5.27% | 0.69% |
| 2020 | 6.56% | 0.71% |
| 2019 | 6.44% | 1.21% |
| 2018 | 7.98% | 1.36% |
| 2017 | 5.69% | 2.23% |
| 2016 | 5.14% | 1.25% |
| 2015 | 7.75% | 2.51% |
| 2014 | 7.30% | 1.60% |
| 2013 | 7.93% | 0.82% |
| 2012 | 8.66% | 0.97% |
| 2011 | 9.28% | 0.66% |
| 2010 | 8.09% | 0.29% |
| 2009 | 8.56% | 0.59% |
| 2008 | 13.80% | 0.94% |
| 2007 | 9.46% | 2.12% |
| 2006 | 8.36% | 3.01% |
| 2005 | 0.00% | 0.05% |
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