SPXX vs XSMO
Comparison between Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF) and INVESCO S&P SMALLCAP MOMENTUM ETF (XSMO, ETF).
5-Year PerformanceXSMO has outperformed SPXX, delivering a return of +11.6% compared to +6.9%
SPXX vs XSMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPXX vs XSMO - Historical Returns
Returns include dividend reinvestment.
SPXX vs XSMO - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPXX | XSMO |
|---|---|---|
| 2026 | +3.04% | +23.27% |
| 2025 | +11.56% | +9.64% |
| 2024 | +28.64% | +18.82% |
| 2023 | +1.77% | +23.37% |
| 2022 | -7.14% | -16.09% |
| 2021 | +31.06% | +19.52% |
| 2020 | +0.75% | +22.10% |
| 2019 | +23.48% | +28.40% |
| 2018 | -14.40% | -3.68% |
| 2017 | +28.09% | +23.53% |
| 2016 | +14.57% | +10.82% |
| 2015 | +2.35% | +1.08% |
| 2014 | +9.85% | +7.32% |
| 2013 | +15.93% | +29.71% |
| 2012 | +15.76% | +12.85% |
| 2011 | -5.57% | -2.88% |
| 2010 | +13.97% | +24.08% |
| 2009 | +28.61% | +16.24% |
| 2008 | -29.58% | -37.12% |
| 2007 | -4.08% | -1.08% |
| 2006 | +22.10% | +4.67% |
| 2005 | -13.75% | +10.69% |
SPXX vs XSMO Drawdown Comparison
The maximum drawdown for SPXX was -52.38%, occurring on Mar 9, 2009. Recovery took 924 trading sessions.
The maximum drawdown for XSMO was -58.06%, occurring on Mar 9, 2009. Recovery took 1389 trading sessions.
The current SPXX drawdown is -1.41%.
| Rank | SPXX | XSMO |
|---|---|---|
| #1 | -52.38% Apr 12, 2007 - Dec 9, 2010 | -58.06% Jul 19, 2007 - Jan 24, 2013 |
| #2 | -43.80% Jun 7, 2018 - Mar 1, 2021 | -39.38% Feb 13, 2020 - Sep 2, 2020 |
| #3 | -18.59% Dec 14, 2010 - Feb 13, 2012 | -29.63% Nov 9, 2021 - Mar 21, 2024 |
| #4 | -18.06% Jan 12, 2022 - Dec 1, 2022 | -29.47% Aug 31, 2018 - Jan 16, 2020 |
| #5 | -17.95% Dec 1, 2022 - Jun 6, 2024 | -29.30% Jun 23, 2015 - Feb 15, 2017 |
| #6 | -17.67% Feb 19, 2025 - Jun 30, 2025 | -24.77% Nov 25, 2024 - Sep 4, 2025 |
| #7 | -14.69% Nov 30, 2005 - Aug 31, 2006 | -20.97% May 5, 2006 - Jul 12, 2007 |
| #8 | -14.67% Nov 24, 2015 - Apr 12, 2016 | -15.22% Feb 12, 2021 - Jun 8, 2021 |
| #9 | -11.85% Jan 12, 2026 - May 13, 2026 | -12.39% Jul 1, 2014 - Feb 13, 2015 |
| #10 | -11.20% Oct 1, 2012 - Jan 11, 2013 | -10.72% Jun 8, 2021 - Oct 25, 2021 |
| #11 | -9.73% Jun 15, 2021 - Dec 30, 2021 | -10.31% Jul 31, 2024 - Oct 14, 2024 |
| #12 | -9.68% Jul 16, 2015 - Nov 3, 2015 | -9.43% Mar 7, 2005 - Jun 6, 2005 |
| #13 | -7.94% Jan 26, 2018 - May 4, 2018 | -8.94% Jan 26, 2018 - Mar 7, 2018 |
| #14 | -7.77% Apr 2, 2012 - Jul 27, 2012 | -8.89% Feb 9, 2026 - Apr 8, 2026 |
| #15 | -7.69% Jul 16, 2024 - Aug 26, 2024 | -8.41% Oct 15, 2020 - Nov 5, 2020 |
Correlation
Correlation between SPXX and XSMO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
SPXX vs XSMO dividend yield comparison.
| Year | SPXX | XSMO |
|---|---|---|
| 2026 | 1.85% | 0.13% |
| 2025 | 7.48% | 0.75% |
| 2024 | 6.87% | 0.63% |
| 2023 | 7.82% | 0.96% |
| 2022 | 7.30% | 1.19% |
| 2021 | 5.27% | 0.30% |
| 2020 | 6.56% | 0.82% |
| 2019 | 6.44% | 0.69% |
| 2018 | 7.98% | 0.66% |
| 2017 | 5.69% | 0.27% |
| 2016 | 5.14% | 0.30% |
| 2015 | 7.75% | 0.35% |
| 2014 | 7.30% | 1.31% |
| 2013 | 7.93% | 0.91% |
| 2012 | 8.66% | 0.70% |
| 2011 | 9.28% | 0.00% |
| 2010 | 8.09% | 0.00% |
| 2009 | 8.56% | 0.69% |
| 2008 | 13.80% | 0.00% |
| 2007 | 9.46% | 0.00% |
| 2006 | 8.36% | 0.00% |
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