SPXX vs NAD
Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and Nuveen Quality Municipal Income Fund (NAD, ETF).
5-Year PerformanceSPXX has outperformed NAD, delivering a return of +7.7% compared to -0.8%
SPXX vs NAD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPXX vs NAD - Historical Returns
Returns include dividend reinvestment.
SPXX vs NAD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPXX | NAD |
|---|---|---|
| 2026 | +6.65% | +0.57% |
| 2025 | +11.56% | +9.76% |
| 2024 | +28.64% | +8.94% |
| 2023 | +1.77% | -0.28% |
| 2022 | -7.14% | -22.45% |
| 2021 | +31.06% | +10.21% |
| 2020 | +0.75% | +10.73% |
| 2019 | +23.48% | +20.11% |
| 2018 | -14.40% | -5.76% |
| 2017 | +28.09% | +5.98% |
| 2016 | +14.57% | +2.05% |
| 2015 | +2.35% | +7.80% |
| 2014 | +9.85% | +19.78% |
| 2013 | +15.93% | -15.11% |
| 2012 | +15.76% | +12.07% |
| 2011 | -5.57% | +21.18% |
| 2010 | +13.97% | +1.99% |
| 2009 | +28.61% | +38.25% |
| 2008 | -29.58% | -21.38% |
| 2007 | -4.08% | -10.97% |
| 2006 | +22.10% | +13.53% |
| 2005 | -13.75% | +4.63% |
| 2004 | N/A | +2.48% |
| 2003 | N/A | +11.63% |
| 2002 | N/A | +9.42% |
| 2001 | N/A | +7.43% |
| 2000 | N/A | +15.65% |
| 1999 | N/A | -11.78% |
SPXX vs NAD Drawdown Comparison
The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.
The maximum drawdown for NAD was -44.61%, occurring on Oct 10, 2008. Recovery took 663 trading sessions.
The current SPXX drawdown is -1.76%. The current NAD drawdown is -5.36%.
| Rank | SPXX | NAD |
|---|---|---|
| #1 | -52.38% Apr 12, 2007 - Dec 9, 2010 | -44.61% Jan 22, 2007 - Sep 8, 2009 |
| #2 | -43.80% Jun 7, 2018 - Mar 1, 2021 | -35.57% Sep 15, 2021 - Oct 25, 2023 |
| #3 | -18.59% Dec 14, 2010 - Feb 13, 2012 | -25.39% Mar 6, 2020 - Nov 16, 2020 |
| #4 | -18.06% Jan 12, 2022 - Dec 1, 2022 | -21.47% Nov 30, 2012 - Dec 4, 2014 |
| #5 | -17.95% Dec 1, 2022 - Jun 6, 2024 | -18.90% Sep 1, 2010 - Nov 22, 2011 |
| #6 | -17.67% Feb 19, 2025 - Jun 30, 2025 | -17.47% Mar 9, 2004 - Jun 7, 2005 |
| #7 | -14.69% Nov 30, 2005 - Aug 31, 2006 | -15.78% Nov 2, 1999 - Dec 8, 2000 |
| #8 | -14.67% Nov 24, 2015 - Apr 12, 2016 | -15.38% Aug 12, 2016 - May 13, 2019 |
| #9 | -11.85% Jan 12, 2026 - May 13, 2026 | -10.12% Jun 17, 2003 - Jan 7, 2004 |
| #10 | -11.20% Oct 1, 2012 - Jan 11, 2013 | -9.48% Nov 6, 2001 - Jun 7, 2002 |
| #11 | -9.73% Jun 15, 2021 - Dec 30, 2021 | -9.39% Oct 4, 2002 - May 1, 2003 |
| #12 | -9.68% Jul 16, 2015 - Nov 3, 2015 | -8.80% Sep 9, 2005 - Aug 17, 2006 |
| #13 | -7.94% Jan 26, 2018 - May 4, 2018 | -8.02% Oct 8, 2009 - Feb 1, 2010 |
| #14 | -7.77% Apr 2, 2012 - Jul 27, 2012 | -6.14% Jan 30, 2015 - Nov 3, 2015 |
| #15 | -7.69% Jul 16, 2024 - Aug 26, 2024 | -5.87% Mar 1, 2012 - May 3, 2012 |
Correlation
Correlation between SPXX and NAD is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2000 - 2026)
SPXX vs NAD dividend yield comparison.
| Year | SPXX | NAD |
|---|---|---|
| 2026 | 4.12% | 4.25% |
| 2025 | 7.48% | 7.37% |
| 2024 | 6.87% | 6.63% |
| 2023 | 7.82% | 4.13% |
| 2022 | 7.30% | 5.58% |
| 2021 | 5.27% | 4.43% |
| 2020 | 6.56% | 4.41% |
| 2019 | 6.44% | 4.40% |
| 2018 | 7.98% | 5.37% |
| 2017 | 5.69% | 5.42% |
| 2016 | 5.14% | 6.05% |
| 2015 | 7.75% | 5.96% |
| 2014 | 7.30% | 6.20% |
| 2013 | 7.93% | 7.10% |
| 2012 | 8.66% | 5.43% |
| 2011 | 9.28% | 6.07% |
| 2010 | 8.09% | 7.07% |
| 2009 | 8.56% | 6.27% |
| 2008 | 13.80% | 7.76% |
| 2007 | 9.46% | 5.99% |
| 2006 | 8.36% | 5.41% |
| 2005 | 0.00% | 6.70% |
| 2004 | 0.00% | 6.90% |
| 2003 | 0.00% | 6.47% |
| 2002 | 0.00% | 6.35% |
| 2001 | 0.00% | 6.14% |
| 2000 | 0.00% | 2.50% |
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