Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) Alternatives
Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) belongs to the S&P 500 category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SPXX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SPXX
SPXX charges 0.89% annually. Among mutual funds in the S&P 500 category, these options have the lowest expense ratios among SPXX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | Jul 1, 2019 | SPXX vs BSPGX | |
| Schwab S&P 500 Index Fund | 0.02% | May 19, 1997 | SPXX vs SWPPX | |
| Fidelity 500 Index Fund | 0.02% | Feb 17, 1988 | SPXX vs FXAIX | |
| iShares S&P 500 Index Fund | 0.03% | Jul 30, 1993 | SPXX vs WFSPX | |
| iShares S&P 500 Index Fund Institutional Class | 0.10% | Apr 28, 1993 | SPXX vs BSPIX |
Best Risk-Adjusted Alternatives to SPXX
Among mutual funds in the S&P 500 category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 72 | Feb 24, 2016 | SPXX vs PUTW | |
| Schwab S&P 500 Index Fund | 46 | May 19, 1997 | SPXX vs SWPPX | |
| Fidelity 500 Index Fund | 46 | Feb 17, 1988 | SPXX vs FXAIX | |
| iShares S&P 500 Index Fund | 46 | Jul 30, 1993 | SPXX vs WFSPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | 45 | Sep 30, 1993 | SPXX vs DSPIX |
Top Performing SPXX Alternatives (YTD)
SPXX alternatives from the S&P 500 category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 0.17% | Sep 10, 2017 | SPXX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | -1.41% | Jul 28, 1997 | SPXX vs VADDX | |
| WisdomTree Equity Premium Income Fund | -1.66% | Feb 24, 2016 | SPXX vs PUTW | |
| Fidelity 500 Index Fund | -7.05% | Feb 17, 1988 | SPXX vs FXAIX | |
| iShares S&P 500 Index Fund | -7.06% | Jul 30, 1993 | SPXX vs WFSPX |
Lowest Volatility Alternatives to SPXX
SPXX alternatives from the S&P 500 category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 14.28% | Sep 10, 2017 | SPXX vs KNGLX | |
| WisdomTree Equity Premium Income Fund | 14.33% | Feb 24, 2016 | SPXX vs PUTW | |
| Nuveen S&P 500 Buy-Write Income Fund | 16.43% | Nov 25, 2004 | SPXX vs BXMX | |
| Invesco Equally-Weighted S&P 500 Fund | 17.17% | Jul 28, 1997 | SPXX vs VADDX | |
| Principal Large Cap S&P 500 Index Fund Institution... | 17.85% | Mar 1, 2001 | SPXX vs PLFIX |
Lowest Drawdown Alternatives to SPXX
SPXX alternatives from the S&P 500 category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -9.90% | Feb 24, 2016 | SPXX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | -10.91% | Sep 10, 2017 | SPXX vs KNGLX | |
| Nuveen S&P 500 Buy-Write Income Fund | -11.42% | Nov 25, 2004 | SPXX vs BXMX | |
| Schwab S&P 500 Index Fund | -12.10% | May 19, 1997 | SPXX vs SWPPX | |
| iShares S&P 500 Index Fund | -12.11% | Jul 30, 1993 | SPXX vs WFSPX |
Other Mutual Funds from Nuveen
Most popular Nuveen mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | -4.39% | Jan 30, 2007 | SPXX vs QQQX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 9 | 0.13% | Jun 26, 2003 | SPXX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 23 | -4.17% | Mar 28, 2006 | SPXX vs NSBRX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 15 | -0.75% | Jun 6, 1999 | SPXX vs NHMRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 49 | 2.64% | Dec 22, 1987 | SPXX vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 28 | -0.04% | Jan 31, 2013 | SPXX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 11 | -14.74% | May 15, 2009 | SPXX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 47 | -4.35% | Dec 29, 2008 | SPXX vs NELIX | |
| Nuveen Real Estate Securities Fund | REIT | 13 | 2.69% | Jun 30, 1995 | SPXX vs FARCX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 90 | -1.95% | Dec 18, 2006 | SPXX vs NPSRX |
Often Compared With SPXX
What investors most often compare with SPXX, based on PortfoliosLab usage data.
Compare SPXX with Any Fund or Stock
Compare SPXX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.