BSPPX vs. SPXX
Compare and contrast key facts about iShares S&P 500 Index Fund Investor P Shares (BSPPX) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX).
BSPPX is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on Aug 6, 2018. SPXX is an actively managed fund by Nuveen. It was launched on Nov 23, 2005.
Performance
BSPPX vs. SPXX - Performance Comparison
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BSPPX vs. SPXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BSPPX iShares S&P 500 Index Fund Investor P Shares | -4.62% | 17.46% | 24.54% | 25.85% | -18.40% | 28.23% | 18.05% | 31.02% | -13.57% |
SPXX Nuveen S&P 500 Dynamic Overwrite Fund | -7.83% | 9.78% | 27.10% | 0.85% | -6.92% | 29.03% | -0.37% | 25.36% | -15.45% |
Returns By Period
In the year-to-date period, BSPPX achieves a -4.62% return, which is significantly higher than SPXX's -7.83% return.
BSPPX
- 1D
- 2.70%
- 1M
- -5.25%
- YTD
- -4.62%
- 6M
- -2.54%
- 1Y
- 16.68%
- 3Y*
- 17.80%
- 5Y*
- 11.35%
- 10Y*
- —
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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BSPPX vs. SPXX - Expense Ratio Comparison
BSPPX has a 0.35% expense ratio, which is lower than SPXX's 0.89% expense ratio.
Return for Risk
BSPPX vs. SPXX — Risk / Return Rank
BSPPX
SPXX
BSPPX vs. SPXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund Investor P Shares (BSPPX) 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.
| BSPPX | SPXX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.22 | +0.73 |
Sortino ratioReturn per unit of downside risk | 1.45 | 0.44 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.06 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 0.32 | +1.15 |
Martin ratioReturn relative to average drawdown | 7.01 | 1.11 | +5.91 |
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
| BSPPX | SPXX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.22 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.45 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.50 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.36 | +0.28 |
Correlation
The correlation between BSPPX and SPXX is 0.76, 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
BSPPX vs. SPXX - Dividend Comparison
BSPPX's dividend yield for the trailing twelve months is around 1.31%, less than SPXX's 8.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSPPX iShares S&P 500 Index Fund Investor P Shares | 1.31% | 1.43% | 1.12% | 1.22% | 1.67% | 1.53% | 1.38% | 1.70% | 1.35% | 0.00% | 0.00% | 0.00% |
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
BSPPX vs. SPXX - Drawdown Comparison
The maximum BSPPX drawdown since its inception was -33.76%, smaller than the maximum SPXX drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for BSPPX and SPXX.
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Drawdown Indicators
| BSPPX | SPXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.76% | -52.39% | +18.63% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -13.00% | +0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -24.70% | -18.09% | -6.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.99% | — |
Current DrawdownCurrent decline from peak | -6.49% | -9.24% | +2.75% |
Average DrawdownAverage peak-to-trough decline | -5.32% | -7.51% | +2.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 3.75% | -1.21% |
Volatility
BSPPX vs. SPXX - Volatility Comparison
iShares S&P 500 Index Fund Investor P Shares (BSPPX) has a higher volatility of 5.22% compared to Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) at 4.96%. This indicates that BSPPX's price experiences larger fluctuations and is considered to be riskier than SPXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSPPX | SPXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 4.96% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.46% | 9.29% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.22% | 17.96% | +0.26% |
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 | 19.88% | 18.39% | +1.49% |