BSPIX vs. SPXX
Compare and contrast key facts about iShares S&P 500 Index Fund Institutional Class (BSPIX) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX).
BSPIX is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on Apr 28, 1993. SPXX is an actively managed fund by Nuveen. It was launched on Nov 23, 2005.
Performance
BSPIX vs. SPXX - Performance Comparison
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BSPIX vs. SPXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSPIX iShares S&P 500 Index Fund Institutional Class | -4.63% | 17.75% | 24.85% | 26.17% | -18.20% | 28.55% | 18.35% | 31.35% | -4.87% | 21.20% |
SPXX Nuveen S&P 500 Dynamic Overwrite Fund | -7.83% | 9.78% | 27.10% | 0.85% | -6.92% | 29.03% | -0.37% | 25.36% | -13.42% | 27.92% |
Returns By Period
In the year-to-date period, BSPIX achieves a -4.63% return, which is significantly higher than SPXX's -7.83% return. Over the past 10 years, BSPIX has outperformed SPXX with an annualized return of 13.85%, while SPXX has yielded a comparatively lower 9.25% annualized return.
BSPIX
- 1D
- 2.64%
- 1M
- -5.29%
- YTD
- -4.63%
- 6M
- -2.48%
- 1Y
- 16.90%
- 3Y*
- 18.07%
- 5Y*
- 11.61%
- 10Y*
- 13.85%
SPXX
- 1D
- 1.43%
- 1M
- -6.59%
- YTD
- -7.83%
- 6M
- -3.93%
- 1Y
- 3.85%
- 3Y*
- 9.58%
- 5Y*
- 7.13%
- 10Y*
- 9.25%
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BSPIX vs. SPXX - Expense Ratio Comparison
BSPIX has a 0.10% expense ratio, which is lower than SPXX's 0.89% expense ratio.
Return for Risk
BSPIX vs. SPXX — Risk / Return Rank
BSPIX
SPXX
BSPIX vs. SPXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund Institutional Class (BSPIX) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BSPIX | SPXX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.22 | +0.74 |
Sortino ratioReturn per unit of downside risk | 1.46 | 0.44 | +1.02 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.06 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 0.32 | +1.17 |
Martin ratioReturn relative to average drawdown | 7.12 | 1.11 | +6.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSPIX | SPXX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.22 | +0.74 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.45 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.50 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.36 | +0.37 |
Correlation
The correlation between BSPIX and SPXX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BSPIX vs. SPXX - Dividend Comparison
BSPIX's dividend yield for the trailing twelve months is around 1.49%, less than SPXX's 8.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSPIX iShares S&P 500 Index Fund Institutional Class | 1.49% | 1.66% | 1.35% | 1.44% | 1.94% | 1.76% | 1.60% | 1.92% | 1.94% | 1.57% | 2.30% | 2.42% |
SPXX Nuveen S&P 500 Dynamic Overwrite Fund | 8.28% | 7.48% | 6.87% | 7.82% | 7.30% | 5.27% | 6.56% | 6.44% | 7.98% | 5.69% | 5.14% | 7.75% |
Drawdowns
BSPIX vs. SPXX - Drawdown Comparison
The maximum BSPIX drawdown since its inception was -33.75%, smaller than the maximum SPXX drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for BSPIX and SPXX.
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Drawdown Indicators
| BSPIX | SPXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.75% | -52.39% | +18.64% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -13.00% | +0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -24.55% | -18.09% | -6.46% |
Max Drawdown (10Y)Largest decline over 10 years | -33.75% | -43.99% | +10.24% |
Current DrawdownCurrent decline from peak | -6.50% | -9.24% | +2.74% |
Average DrawdownAverage peak-to-trough decline | -3.98% | -7.51% | +3.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 3.75% | -1.22% |
Volatility
BSPIX vs. SPXX - Volatility Comparison
iShares S&P 500 Index Fund Institutional Class (BSPIX) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) have volatilities of 5.18% and 4.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSPIX | SPXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.18% | 4.96% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.45% | 9.29% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.21% | 17.96% | +0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 15.80% | +1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.00% | 18.39% | -0.39% |