NUVBX vs. SPXX
Compare and contrast key facts about Nuveen Intermediate Duration Municipal Bond Fund (NUVBX) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX).
NUVBX is managed by Nuveen. It was launched on Nov 28, 1976. SPXX is an actively managed fund by Nuveen. It was launched on Nov 23, 2005.
Performance
NUVBX vs. SPXX - Performance Comparison
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NUVBX vs. SPXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NUVBX Nuveen Intermediate Duration Municipal Bond Fund | -0.27% | 4.83% | 1.98% | 5.89% | -7.92% | 1.99% | 4.47% | 7.44% | 1.63% | 6.26% |
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, NUVBX achieves a -0.27% return, which is significantly higher than SPXX's -7.83% return. Over the past 10 years, NUVBX has underperformed SPXX with an annualized return of 2.31%, while SPXX has yielded a comparatively higher 9.25% annualized return.
NUVBX
- 1D
- 0.52%
- 1M
- -2.04%
- YTD
- -0.27%
- 6M
- 1.16%
- 1Y
- 3.82%
- 3Y*
- 3.33%
- 5Y*
- 1.20%
- 10Y*
- 2.31%
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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NUVBX vs. SPXX - Expense Ratio Comparison
NUVBX has a 0.44% expense ratio, which is lower than SPXX's 0.89% expense ratio.
Return for Risk
NUVBX vs. SPXX — Risk / Return Rank
NUVBX
SPXX
NUVBX vs. SPXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Intermediate Duration Municipal Bond Fund (NUVBX) 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.
| NUVBX | SPXX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.22 | +0.79 |
Sortino ratioReturn per unit of downside risk | 1.35 | 0.44 | +0.91 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.06 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 0.32 | +0.89 |
Martin ratioReturn relative to average drawdown | 4.40 | 1.11 | +3.29 |
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
| NUVBX | SPXX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.22 | +0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.45 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.50 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.36 | +0.41 |
Correlation
The correlation between NUVBX and SPXX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
NUVBX vs. SPXX - Dividend Comparison
NUVBX's dividend yield for the trailing twelve months is around 3.40%, less than SPXX's 8.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NUVBX Nuveen Intermediate Duration Municipal Bond Fund | 3.40% | 3.31% | 3.22% | 2.81% | 2.60% | 2.18% | 2.55% | 3.06% | 3.02% | 2.97% | 3.15% | 2.97% |
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
NUVBX vs. SPXX - Drawdown Comparison
The maximum NUVBX drawdown since its inception was -31.28%, smaller than the maximum SPXX drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for NUVBX and SPXX.
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Drawdown Indicators
| NUVBX | SPXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.28% | -52.39% | +21.11% |
Max Drawdown (1Y)Largest decline over 1 year | -4.18% | -13.00% | +8.82% |
Max Drawdown (5Y)Largest decline over 5 years | -12.03% | -18.09% | +6.06% |
Max Drawdown (10Y)Largest decline over 10 years | -12.03% | -43.99% | +31.96% |
Current DrawdownCurrent decline from peak | -2.26% | -9.24% | +6.98% |
Average DrawdownAverage peak-to-trough decline | -3.53% | -7.51% | +3.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.15% | 3.75% | -2.60% |
Volatility
NUVBX vs. SPXX - Volatility Comparison
The current volatility for Nuveen Intermediate Duration Municipal Bond Fund (NUVBX) is 1.21%, while Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) has a volatility of 4.96%. This indicates that NUVBX experiences smaller price fluctuations and is considered to be less risky 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
| NUVBX | SPXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 4.96% | -3.75% |
Volatility (6M)Calculated over the trailing 6-month period | 1.66% | 9.29% | -7.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.19% | 17.96% | -13.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.42% | 15.80% | -12.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.58% | 18.39% | -14.81% |