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SPYX vs SPXX

Comparison between STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).

5-Year PerformanceSPYX has outperformed SPXX, delivering a return of +12.9% compared to +7.4%

SPYX vs SPXX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPYX
$2.60B
Winner
SPXX
$2.70B
Expense Ratio
SPYX
0.20%
SPXX
N/A
Max Drawdown
Winner
SPYX
33.23%
SPXX
59.96%
Sharpe Ratio
Winner
SPYX
1.53
SPXX
0.74
5Y Beta
SPYX
0.99
Winner
SPXX
0.80
P/E Ratio
SPYX
29.74
SPXX
N/A
Forward P/E
SPYX
22.87
SPXX
N/A
5Y Dividends CAGR
SPYX
4.43%
Winner
SPXX
11.48%
5Y EPS CAGR
SPYX
28.84%
SPXX
N/A
Debt to Equity
SPYX
40.55%
SPXX
N/A
P/S Ratio
SPYX
3.74
SPXX
N/A
P/B Ratio
SPYX
5.85
SPXX
N/A

SPYX vs SPXX - Historical Returns

Returns include dividend reinvestment.

1M
SPYX
+2.01%
Winner
SPXX
+2.15%
3M
Winner
SPYX
+8.38%
SPXX
+5.04%
6M
Winner
SPYX
+7.37%
SPXX
+4.20%
1Y
Winner
SPYX
+24.92%
SPXX
+12.99%
5Y(CAGR)
Winner
SPYX
+12.91%
SPXX
+7.41%
10Y(CAGR)
Winner
SPYX
+15.27%
SPXX
+9.97%
Max(CAGR)
Winner
SPYX
+14.57%
SPXX
+7.41%

SPYX vs SPXX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearSPYXSPXX
2026+7.57%+2.30%
2025+18.23%+11.56%
2024+26.04%+28.64%
2023+27.44%+1.77%
2022-19.97%-7.14%
2021+30.12%+31.06%
2020+18.84%+0.75%
2019+31.63%+23.48%
2018-4.86%-14.40%
2017+22.61%+28.09%
2016+12.60%+14.57%
2015-2.02%+2.35%
2014N/A+9.85%
2013N/A+15.93%
2012N/A+15.76%
2011N/A-5.57%
2010N/A+13.97%
2009N/A+28.61%
2008N/A-29.58%
2007N/A-4.08%
2006N/A+22.10%
2005N/A-13.75%

SPYX vs SPXX Drawdown Comparison

The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

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

The current SPYX drawdown is -2.90%. The current SPXX drawdown is -2.11%.

RankSPYXSPXX
#1-32.83%
Feb 19, 2020 - Aug 6, 2020
-52.38%
Apr 12, 2007 - Dec 9, 2010
#2-26.15%
Dec 29, 2021 - Dec 14, 2023
-43.80%
Jun 7, 2018 - Mar 1, 2021
#3-19.19%
Sep 20, 2018 - Apr 12, 2019
-18.59%
Dec 14, 2010 - Feb 13, 2012
#4-18.74%
Feb 19, 2025 - Jun 26, 2025
-18.06%
Jan 12, 2022 - Dec 1, 2022
#5-12.46%
Dec 1, 2015 - Apr 19, 2016
-17.95%
Dec 1, 2022 - Jun 6, 2024
#6-9.84%
Jan 12, 2026 - Apr 15, 2026
-17.67%
Feb 19, 2025 - Jun 30, 2025
#7-9.67%
Jan 26, 2018 - Jul 25, 2018
-14.69%
Nov 30, 2005 - Aug 31, 2006
#8-9.55%
Sep 2, 2020 - Nov 11, 2020
-14.67%
Nov 24, 2015 - Apr 12, 2016
#9-8.45%
Jul 16, 2024 - Sep 19, 2024
-11.85%
Jan 12, 2026 - May 13, 2026
#10-7.14%
May 3, 2019 - Jun 20, 2019
-11.20%
Oct 1, 2012 - Jan 11, 2013
#11-6.19%
Jul 26, 2019 - Oct 21, 2019
-9.73%
Jun 15, 2021 - Dec 30, 2021
#12-5.71%
Jun 8, 2016 - Jul 8, 2016
-9.68%
Jul 16, 2015 - Nov 3, 2015
#13-5.57%
Sep 3, 2021 - Oct 25, 2021
-7.94%
Jan 26, 2018 - May 4, 2018
#14-5.44%
Mar 28, 2024 - May 15, 2024
-7.77%
Apr 2, 2012 - Jul 27, 2012
#15-5.17%
Oct 28, 2025 - Dec 11, 2025
-7.69%
Jul 16, 2024 - Aug 26, 2024

Correlation

Correlation between SPYX and SPXX is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2006 - 2026)

SPYX vs SPXX dividend yield comparison.

YearSPYXSPXX
20260.22%1.87%
20250.91%7.48%
20241.05%6.87%
20231.21%7.82%
20221.41%7.30%
20211.04%5.27%
20201.33%6.56%
20191.56%6.44%
20181.92%7.98%
20171.68%5.69%
20161.91%5.14%
20150.16%7.75%
20140.00%7.30%
20130.00%7.93%
20120.00%8.66%
20110.00%9.28%
20100.00%8.09%
20090.00%8.56%
20080.00%13.80%
20070.00%9.46%
20060.00%8.36%

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