SPXX vs NUGO

Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF).

5-Year PerformanceNUGO has outperformed SPXX, delivering a return of +13.2% compared to +8.0%

SPXX vs NUGO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPXX(ETF)	NUGO(ETF)
Net Assets	$2.50B	$2.50B
Expense Ratio	N/A	0.56%
Max Drawdown	59.96%	38.01%
Sharpe Ratio	0.95	1.55
5Y Beta	0.80	1.27
P/E Ratio	N/A	38.05
Forward P/E	N/A	29.90
PEG Ratio	N/A	0.56
5Y Dividends CAGR	11.48%	N/A
5Y EPS CAGR	N/A	38.50%
Debt to Equity	N/A	28.90%
P/S Ratio	N/A	9.98
P/B Ratio	N/A	13.66

Net Assets

SPXX

$2.50B

NUGO

$2.50B

Expense Ratio

SPXX

N/A

NUGO

0.56%

Max Drawdown

SPXX

59.96%

Winner

NUGO

38.01%

Sharpe Ratio

SPXX

0.95

Winner

NUGO

1.55

5Y Beta

Winner

SPXX

0.80

NUGO

1.27

P/E Ratio

SPXX

N/A

NUGO

38.05

Forward P/E

SPXX

N/A

NUGO

29.90

PEG Ratio

SPXX

N/A

NUGO

0.56

5Y Dividends CAGR

SPXX

11.48%

NUGO

N/A

5Y EPS CAGR

SPXX

N/A

NUGO

38.50%

Debt to Equity

SPXX

N/A

NUGO

28.90%

P/S Ratio

SPXX

N/A

NUGO

9.98

P/B Ratio

SPXX

N/A

NUGO

13.66

SPXX vs NUGO - Historical Returns

Returns include dividend reinvestment.

Period	SPXX	NUGO
1 month	+7.16%	+12.95%
3 months	+0.27%	+10.78%
6 months	+6.60%	+7.53%
1 year	+15.10%	+34.42%
5 years(CAGR)	+8.02%	+13.20%
10 years(CAGR)	+10.12%	N/A
Max(CAGR)	+7.36%	+13.20%

SPXX

+7.16%

Winner

NUGO

+12.95%

SPXX

+0.27%

Winner

NUGO

+10.78%

SPXX

+6.60%

Winner

NUGO

+7.53%

SPXX

+15.10%

Winner

NUGO

+34.42%

5Y(CAGR)

SPXX

+8.02%

Winner

NUGO

+13.20%

10Y(CAGR)

SPXX

+10.12%

NUGO

N/A

Max(CAGR)

SPXX

+7.36%

Winner

NUGO

+13.20%

SPXX vs NUGO - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	SPXX	NUGO
2026	+0.77%	+7.41%
2025	+11.56%	+14.52%
2024	+28.64%	+37.96%
2023	+1.77%	+46.20%
2022	-7.14%	-33.54%
2021	+31.06%	+7.78%
2020	+0.75%	N/A
2019	+23.48%	N/A
2018	-14.40%	N/A
2017	+28.09%	N/A
2016	+14.57%	N/A
2015	+2.35%	N/A
2014	+9.85%	N/A
2013	+15.93%	N/A
2012	+15.76%	N/A
2011	-5.57%	N/A
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 NUGO Drawdown Comparison

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

The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.

The current SPXX drawdown is -0.88%.

Rank	SPXX	NUGO
#1	-52.38% Apr 12, 2007 - Dec 9, 2010	-38.01% Nov 19, 2021 - Jan 24, 2024
#2	-43.80% Jun 7, 2018 - Mar 1, 2021	-25.12% Dec 16, 2024 - Jul 3, 2025
#3	-18.59% Dec 14, 2010 - Feb 13, 2012	-17.54% Oct 29, 2025 - May 6, 2026
#4	-18.06% Jan 12, 2022 - Dec 1, 2022	-14.99% Jul 10, 2024 - Oct 21, 2024
#5	-17.95% Dec 1, 2022 - Jun 6, 2024	-7.37% Mar 22, 2024 - May 15, 2024
#6	-17.67% Feb 19, 2025 - Jun 30, 2025	-3.73% Oct 22, 2024 - Nov 6, 2024
#7	-14.69% Nov 30, 2005 - Aug 31, 2006	-3.59% Feb 9, 2024 - Feb 22, 2024
#8	-14.67% Nov 24, 2015 - Apr 12, 2016	-3.39% Oct 9, 2025 - Oct 24, 2025
#9	-11.85% Jan 12, 2026 - Mar 30, 2026	-3.23% Aug 12, 2025 - Sep 8, 2025
#10	-11.20% Oct 1, 2012 - Jan 11, 2013	-3.08% Nov 12, 2024 - Dec 2, 2024
#11	-9.73% Jun 15, 2021 - Dec 30, 2021	-2.95% May 28, 2024 - Jun 5, 2024
#12	-9.68% Jul 16, 2015 - Nov 3, 2015	-2.73% Jan 29, 2024 - Feb 2, 2024
#13	-7.94% Jan 26, 2018 - May 4, 2018	-2.66% Jun 18, 2024 - Jul 3, 2024
#14	-7.77% Apr 2, 2012 - Jul 27, 2012	-2.46% Mar 7, 2024 - Mar 20, 2024
#15	-7.69% Jul 16, 2024 - Aug 26, 2024	-2.45% Oct 1, 2021 - Oct 7, 2021

Correlation

Correlation between SPXX and NUGO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2006 - 2026)

SPXX vs NUGO dividend yield comparison.

Year	SPXX	NUGO
2026	1.90%	0.00%
2025	7.48%	0.00%
2024	6.87%	0.00%
2023	7.82%	0.19%
2022	7.30%	0.26%
2021	5.27%	0.00%
2020	6.56%	0.00%
2019	6.44%	0.00%
2018	7.98%	0.00%
2017	5.69%	0.00%
2016	5.14%	0.00%
2015	7.75%	0.00%
2014	7.30%	0.00%
2013	7.93%	0.00%
2012	8.66%	0.00%
2011	9.28%	0.00%
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%