UITB vs SPXX

Comparison between VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF VICTORYSHARES CORE INTERMEDIATE BOND ETF (UITB, ETF) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX, ETF).

5-Year PerformanceSPXX has outperformed UITB, delivering a return of +7.4% compared to +0.5%

UITB vs SPXX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UITB(ETF)	SPXX(ETF)
Net Assets	$2.60B	$2.70B
Expense Ratio	0.25%	N/A
Max Drawdown	20.97%	59.96%
Sharpe Ratio	0.14	0.74
5Y Beta	0.03	0.80
5Y Dividends CAGR	8.73%	11.48%

Net Assets

UITB

$2.60B

Winner

SPXX

$2.70B

Expense Ratio

UITB

0.25%

SPXX

N/A

Max Drawdown

Winner

UITB

20.97%

SPXX

59.96%

Sharpe Ratio

UITB

0.14

Winner

SPXX

0.74

5Y Beta

Winner

UITB

0.03

SPXX

0.80

5Y Dividends CAGR

UITB

8.73%

Winner

SPXX

11.48%

UITB vs SPXX - Historical Returns

Returns include dividend reinvestment.

Period	UITB	SPXX
1 month	-0.16%	+2.15%
3 months	-1.07%	+5.04%
6 months	+0.10%	+4.20%
1 year	+4.34%	+12.99%
5 years(CAGR)	+0.50%	+7.41%
10 years(CAGR)	+2.26%	+9.97%
Max(CAGR)	+2.26%	+7.41%

UITB

-0.16%

Winner

SPXX

+2.15%

UITB

-1.07%

Winner

SPXX

+5.04%

UITB

+0.10%

Winner

SPXX

+4.20%

UITB

+4.34%

Winner

SPXX

+12.99%

5Y(CAGR)

UITB

+0.50%

Winner

SPXX

+7.41%

10Y(CAGR)

UITB

+2.26%

Winner

SPXX

+9.97%

Max(CAGR)

UITB

+2.26%

Winner

SPXX

+7.41%

UITB vs SPXX - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	UITB	SPXX
2026	-0.04%	+2.30%
2025	+7.25%	+11.56%
2024	+2.20%	+28.64%
2023	+6.02%	+1.77%
2022	-11.67%	-7.14%
2021	-0.80%	+31.06%
2020	+7.85%	+0.75%
2019	+11.24%	+23.48%
2018	-1.15%	-14.40%
2017	+0.99%	+28.09%
2016	N/A	+14.57%
2015	N/A	+2.35%
2014	N/A	+9.85%
2013	N/A	+15.93%
2012	N/A	+15.76%
2011	N/A	-5.57%
2010	N/A	+13.97%
2009	N/A	+28.61%
2008	N/A	-29.58%
2007	N/A	-4.08%
2006	N/A	+22.10%
2005	N/A	-13.75%

UITB vs SPXX Drawdown Comparison

The maximum drawdown for UITB was -17.02%, occurring on Oct 20, 2022. Recovery took 1031 trading sessions.

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

The current UITB drawdown is -1.88%. The current SPXX drawdown is -2.11%.

Rank	UITB	SPXX
#1	-17.02% Aug 3, 2021 - Sep 11, 2025	-52.38% Apr 12, 2007 - Dec 9, 2010
#2	-8.72% Mar 6, 2020 - Jun 22, 2020	-43.80% Jun 7, 2018 - Mar 1, 2021
#3	-3.44% Dec 29, 2017 - Jan 30, 2019	-18.59% Dec 14, 2010 - Feb 13, 2012
#4	-3.01% Dec 31, 2020 - Jul 8, 2021	-18.06% Jan 12, 2022 - Dec 1, 2022
#5	-2.80% Feb 27, 2026 - May 19, 2026	-17.95% Dec 1, 2022 - Jun 6, 2024
#6	-2.27% Sep 4, 2019 - Jan 3, 2020	-17.67% Feb 19, 2025 - Jun 30, 2025
#7	-1.26% Aug 6, 2020 - Nov 19, 2020	-14.69% Nov 30, 2005 - Aug 31, 2006
#8	-0.97% Oct 28, 2025 - Nov 25, 2025	-14.67% Nov 24, 2015 - Apr 12, 2016
#9	-0.85% Nov 26, 2025 - Feb 5, 2026	-11.85% Jan 12, 2026 - May 13, 2026
#10	-0.82% Jul 3, 2019 - Aug 1, 2019	-11.20% Oct 1, 2012 - Jan 11, 2013
#11	-0.69% Sep 16, 2025 - Oct 10, 2025	-9.73% Jun 15, 2021 - Dec 30, 2021
#12	-0.58% Jul 8, 2021 - Jul 19, 2021	-9.68% Jul 16, 2015 - Nov 3, 2015
#13	-0.56% Nov 6, 2017 - Nov 24, 2017	-7.94% Jan 26, 2018 - May 4, 2018
#14	-0.49% Jan 31, 2020 - Feb 18, 2020	-7.77% Apr 2, 2012 - Jul 27, 2012
#15	-0.47% Feb 26, 2019 - Mar 7, 2019	-7.69% Jul 16, 2024 - Aug 26, 2024

Correlation

Correlation between UITB and SPXX is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.57

-101

Dividend Comparison (2006 - 2026)

UITB vs SPXX dividend yield comparison.

Year	UITB	SPXX
2026	1.49%	1.87%
2025	4.04%	7.48%
2024	3.89%	6.87%
2023	3.14%	7.82%
2022	2.32%	7.30%
2021	1.95%	5.27%
2020	2.79%	6.56%
2019	3.01%	6.44%
2018	2.99%	7.98%
2017	0.50%	5.69%
2016	0.00%	5.14%
2015	0.00%	7.75%
2014	0.00%	7.30%
2013	0.00%	7.93%
2012	0.00%	8.66%
2011	0.00%	9.28%
2010	0.00%	8.09%
2009	0.00%	8.56%
2008	0.00%	13.80%
2007	0.00%	9.46%
2006	0.00%	8.36%