SPXX vs SPUS
Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF).
5-Year PerformanceSPUS has outperformed SPXX, delivering a return of +15.4% compared to +8.9%
SPXX vs SPUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPXX vs SPUS - Historical Returns
Returns include dividend reinvestment.
SPXX vs SPUS - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPXX | SPUS |
|---|---|---|
| 2026 | +10.94% | +15.90% |
| 2025 | +11.56% | +19.94% |
| 2024 | +28.64% | +27.91% |
| 2023 | +1.77% | +35.56% |
| 2022 | -7.14% | -23.12% |
| 2021 | +31.06% | +37.94% |
| 2020 | +0.75% | +23.99% |
| 2019 | +23.48% | +0.81% |
| 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 SPUS Drawdown Comparison
The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.
The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.
The current SPUS drawdown is -0.50%.
| Rank | SPXX | SPUS |
|---|---|---|
| #1 | -52.38% Apr 12, 2007 - Dec 9, 2010 | -30.80% Feb 19, 2020 - Jul 6, 2020 |
| #2 | -43.80% Jun 7, 2018 - Mar 1, 2021 | -28.06% Dec 27, 2021 - Dec 12, 2023 |
| #3 | -18.59% Dec 14, 2010 - Feb 13, 2012 | -22.82% Jan 23, 2025 - Jul 2, 2025 |
| #4 | -18.06% Jan 12, 2022 - Dec 1, 2022 | -11.46% Jul 10, 2024 - Oct 14, 2024 |
| #5 | -17.95% Dec 1, 2022 - Jun 6, 2024 | -10.66% Jan 28, 2026 - Apr 15, 2026 |
| #6 | -17.67% Feb 19, 2025 - Jun 30, 2025 | -9.94% Sep 2, 2020 - Dec 8, 2020 |
| #7 | -14.69% Nov 30, 2005 - Aug 31, 2006 | -8.19% Feb 12, 2021 - Apr 5, 2021 |
| #8 | -14.67% Nov 24, 2015 - Apr 12, 2016 | -7.58% Jun 2, 2026 - Jul 29, 2026 |
| #9 | -11.85% Jan 12, 2026 - May 13, 2026 | -6.71% Sep 3, 2021 - Oct 26, 2021 |
| #10 | -11.20% Oct 1, 2012 - Jan 11, 2013 | -6.56% Mar 22, 2024 - May 15, 2024 |
| #11 | -9.73% Jun 15, 2021 - Dec 30, 2021 | -5.74% Oct 29, 2025 - Jan 27, 2026 |
| #12 | -9.68% Jul 16, 2015 - Nov 3, 2015 | -4.76% Apr 23, 2021 - Jun 10, 2021 |
| #13 | -7.94% Jan 26, 2018 - May 4, 2018 | -4.50% Dec 16, 2024 - Jan 23, 2025 |
| #14 | -7.77% Apr 2, 2012 - Jul 27, 2012 | -3.69% Jan 26, 2021 - Feb 4, 2021 |
| #15 | -7.69% Jul 16, 2024 - Aug 26, 2024 | -3.59% Nov 19, 2021 - Dec 8, 2021 |
Correlation
Correlation between SPXX and SPUS is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
SPXX vs SPUS dividend yield comparison.
| Year | SPXX | SPUS |
|---|---|---|
| 2026 | 3.96% | 0.31% |
| 2025 | 7.48% | 0.60% |
| 2024 | 6.87% | 0.70% |
| 2023 | 7.82% | 0.87% |
| 2022 | 7.30% | 1.21% |
| 2021 | 5.27% | 1.15% |
| 2020 | 6.56% | 1.04% |
| 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% |
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