SPXX vs REMX

Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and VANECK RARE EARTH AND STRATEGIC METALS ETF (REMX, ETF).

5-Year PerformanceSPXX has outperformed REMX, delivering a return of +7.3% compared to +6.5%

SPXX vs REMX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPXX(ETF)	REMX(ETF)
Net Assets	$2.90B	$3B
Expense Ratio	N/A	0.53%
Max Drawdown	59.96%	92.95%
Sharpe Ratio	0.80	1.96
5Y Beta	0.80	1.19
5Y Dividends CAGR	7.91%	13.97%

Net Assets

SPXX

$2.90B

Winner

REMX

$3B

Expense Ratio

SPXX

N/A

REMX

0.53%

Max Drawdown

Winner

SPXX

59.96%

REMX

92.95%

Sharpe Ratio

SPXX

0.80

Winner

REMX

1.96

5Y Beta

Winner

SPXX

0.80

REMX

1.19

5Y Dividends CAGR

SPXX

7.91%

Winner

REMX

13.97%

SPXX vs REMX - Historical Returns

Returns include dividend reinvestment.

Period	SPXX	REMX
1 month	+2.96%	+1.43%
3 months	+8.10%	+6.57%
6 months	+6.79%	+36.39%
1 year	+13.46%	+143.03%
5 years(CAGR)	+7.32%	+6.48%
10 years(CAGR)	+10.26%	+10.09%
Max(CAGR)	+7.44%	-2.78%

Winner

SPXX

+2.96%

REMX

+1.43%

Winner

SPXX

+8.10%

REMX

+6.57%

SPXX

+6.79%

Winner

REMX

+36.39%

SPXX

+13.46%

Winner

REMX

+143.03%

5Y(CAGR)

Winner

SPXX

+7.32%

REMX

+6.48%

10Y(CAGR)

Winner

SPXX

+10.26%

REMX

+10.09%

Max(CAGR)

Winner

SPXX

+7.44%

REMX

-2.78%

SPXX vs REMX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	SPXX	REMX
2026	+3.11%	+25.08%
2025	+11.56%	+90.95%
2024	+28.64%	-34.70%
2023	+1.77%	-17.59%
2022	-7.14%	-31.65%
2021	+31.06%	+72.76%
2020	+0.75%	+60.59%
2019	+23.48%	-0.28%
2018	-14.40%	-50.42%
2017	+28.09%	+80.08%
2016	+14.57%	+31.53%
2015	+2.35%	-44.36%
2014	+9.85%	-28.72%
2013	+15.93%	-33.75%
2012	+15.76%	-13.86%
2011	-5.57%	-38.19%
2010	+13.97%	+23.01%
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 REMX Drawdown Comparison

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

The maximum drawdown for REMX was -90.19%, occurring on Mar 16, 2020. This drawdown has not yet recovered.

The current SPXX drawdown is -1.77%. The current REMX drawdown is -55.93%.

Rank	SPXX	REMX
#1	-52.38% Apr 12, 2007 - Dec 9, 2010	-90.19% Apr 11, 2011 - Mar 16, 2020
#2	-43.80% Jun 7, 2018 - Mar 1, 2021	-15.28% Mar 3, 2011 - Mar 31, 2011
#3	-18.59% Dec 14, 2010 - Feb 13, 2012	-10.06% Jan 3, 2011 - Mar 3, 2011
#4	-18.06% Jan 12, 2022 - Dec 1, 2022	-9.15% Nov 11, 2010 - Dec 21, 2010
#5	-17.95% Dec 1, 2022 - Jun 6, 2024	-2.04% Dec 30, 2010 - Jan 3, 2011
#6	-17.67% Feb 19, 2025 - Jun 30, 2025	-1.89% Nov 4, 2010 - Nov 10, 2010
#7	-14.69% Nov 30, 2005 - Aug 31, 2006	-1.50% Oct 29, 2010 - Nov 4, 2010
#8	-14.67% Nov 24, 2015 - Apr 12, 2016	-0.95% Apr 5, 2011 - Apr 7, 2011
#9	-11.85% Jan 12, 2026 - May 13, 2026	-0.05% Dec 21, 2010 - Dec 23, 2010
#10	-11.20% Oct 1, 2012 - Jan 11, 2013	N/A
#11	-9.73% Jun 15, 2021 - Dec 30, 2021	N/A
#12	-9.68% Jul 16, 2015 - Nov 3, 2015	N/A
#13	-7.94% Jan 26, 2018 - May 4, 2018	N/A
#14	-7.77% Apr 2, 2012 - Jul 27, 2012	N/A
#15	-7.69% Jul 16, 2024 - Aug 26, 2024	N/A

Correlation

Correlation between SPXX and REMX is -0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.30

-101

Dividend Comparison (2006 - 2026)

SPXX vs REMX dividend yield comparison.

Year	SPXX	REMX
2026	4.26%	0.00%
2025	7.48%	1.76%
2024	6.87%	2.56%
2023	7.82%	0.00%
2022	7.30%	1.56%
2021	5.27%	5.25%
2020	6.56%	0.81%
2019	6.44%	1.64%
2018	7.98%	12.43%
2017	5.69%	2.89%
2016	5.14%	2.23%
2015	7.75%	4.77%
2014	7.30%	1.53%
2013	7.93%	0.23%
2012	8.66%	1.72%
2011	9.28%	6.39%
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%