SPXX vs XOP
Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF (XOP, ETF).
5-Year PerformanceXOP has outperformed SPXX, delivering a return of +19.0% compared to +7.7%
SPXX vs XOP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPXX vs XOP - Historical Returns
Returns include dividend reinvestment.
SPXX vs XOP - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPXX | XOP |
|---|---|---|
| 2026 | +6.65% | +36.17% |
| 2025 | +11.56% | -3.93% |
| 2024 | +28.64% | -1.78% |
| 2023 | +1.77% | +9.68% |
| 2022 | -7.14% | +38.75% |
| 2021 | +31.06% | +65.27% |
| 2020 | +0.75% | -36.21% |
| 2019 | +23.48% | -11.96% |
| 2018 | -14.40% | -30.05% |
| 2017 | +28.09% | -10.74% |
| 2016 | +14.57% | +37.60% |
| 2015 | +2.35% | -36.41% |
| 2014 | +9.85% | -27.94% |
| 2013 | +15.93% | +25.14% |
| 2012 | +15.76% | +0.14% |
| 2011 | -5.57% | -0.10% |
| 2010 | +13.97% | +22.81% |
| 2009 | +28.61% | +31.81% |
| 2008 | -29.58% | -43.66% |
| 2007 | -4.08% | +42.25% |
| 2006 | +22.10% | +10.70% |
| 2005 | -13.75% | N/A |
SPXX vs XOP Drawdown Comparison
The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.
The maximum drawdown for XOP was -90.26%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current SPXX drawdown is -1.76%. The current XOP drawdown is -34.93%.
| Rank | SPXX | XOP |
|---|---|---|
| #1 | -52.38% Apr 12, 2007 - Dec 9, 2010 | -90.26% Jun 23, 2014 - Mar 23, 2020 |
| #2 | -43.80% Jun 7, 2018 - Mar 1, 2021 | -67.72% Jun 23, 2008 - Oct 4, 2013 |
| #3 | -18.59% Dec 14, 2010 - Feb 13, 2012 | -17.36% Aug 9, 2006 - Nov 29, 2006 |
| #4 | -18.06% Jan 12, 2022 - Dec 1, 2022 | -15.34% Nov 6, 2007 - Feb 19, 2008 |
| #5 | -17.95% Dec 1, 2022 - Jun 6, 2024 | -15.17% Jun 18, 2007 - Oct 9, 2007 |
| #6 | -17.67% Feb 19, 2025 - Jun 30, 2025 | -14.31% Dec 1, 2006 - Apr 4, 2007 |
| #7 | -14.69% Nov 30, 2005 - Aug 31, 2006 | -11.83% Oct 18, 2013 - Apr 2, 2014 |
| #8 | -14.67% Nov 24, 2015 - Apr 12, 2016 | -10.18% Feb 28, 2008 - Apr 4, 2008 |
| #9 | -11.85% Jan 12, 2026 - May 13, 2026 | -7.88% Jul 3, 2006 - Jul 26, 2006 |
| #10 | -11.20% Oct 1, 2012 - Jan 11, 2013 | -6.46% May 20, 2008 - Jun 5, 2008 |
| #11 | -9.73% Jun 15, 2021 - Dec 30, 2021 | -5.70% Apr 21, 2008 - May 6, 2008 |
| #12 | -9.68% Jul 16, 2015 - Nov 3, 2015 | -4.79% Apr 24, 2014 - Jun 6, 2014 |
| #13 | -7.94% Jan 26, 2018 - May 4, 2018 | -4.42% Oct 4, 2013 - Oct 11, 2013 |
| #14 | -7.77% Apr 2, 2012 - Jul 27, 2012 | -4.35% Jun 4, 2007 - Jun 14, 2007 |
| #15 | -7.69% Jul 16, 2024 - Aug 26, 2024 | -4.33% Oct 18, 2007 - Oct 26, 2007 |
Correlation
Correlation between SPXX and XOP is -0.23 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2006 - 2026)
SPXX vs XOP dividend yield comparison.
| Year | SPXX | XOP |
|---|---|---|
| 2026 | 4.12% | 0.84% |
| 2025 | 7.48% | 2.62% |
| 2024 | 6.87% | 2.45% |
| 2023 | 7.82% | 2.63% |
| 2022 | 7.30% | 2.47% |
| 2021 | 5.27% | 1.61% |
| 2020 | 6.56% | 2.34% |
| 2019 | 6.44% | 1.47% |
| 2018 | 7.98% | 0.99% |
| 2017 | 5.69% | 0.76% |
| 2016 | 5.14% | 0.76% |
| 2015 | 7.75% | 2.21% |
| 2014 | 7.30% | 1.40% |
| 2013 | 7.93% | 0.84% |
| 2012 | 8.66% | 1.21% |
| 2011 | 9.28% | 1.12% |
| 2010 | 8.09% | 0.37% |
| 2009 | 8.56% | 0.69% |
| 2008 | 13.80% | 0.77% |
| 2007 | 9.46% | 0.21% |
| 2006 | 8.36% | 0.11% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks