SPINX vs. SPXX
Compare and contrast key facts about SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX).
SPINX is a passively managed fund by SEI that tracks the performance of the S&P 500 Index. It was launched on Dec 18, 2013. SPXX is an actively managed fund by Nuveen. It was launched on Nov 23, 2005.
Performance
SPINX vs. SPXX - Performance Comparison
Loading graphics...
SPINX vs. SPXX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | -4.36% | 17.89% | 24.02% | 26.24% | -18.27% | 28.62% | 18.35% | 31.42% | -4.46% | 21.74% |
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, SPINX achieves a -4.36% return, which is significantly higher than SPXX's -7.83% return. Over the past 10 years, SPINX has outperformed SPXX with an annualized return of 13.92%, while SPXX has yielded a comparatively lower 9.25% annualized return.
SPINX
- 1D
- 2.94%
- 1M
- -5.04%
- YTD
- -4.36%
- 6M
- -2.09%
- 1Y
- 17.35%
- 3Y*
- 17.98%
- 5Y*
- 11.54%
- 10Y*
- 13.92%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SPINX vs. SPXX - Expense Ratio Comparison
SPINX has a 0.12% expense ratio, which is lower than SPXX's 0.89% expense ratio.
Return for Risk
SPINX vs. SPXX — Risk / Return Rank
SPINX
SPXX
SPINX vs. SPXX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) 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.
| SPINX | SPXX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.22 | +0.76 |
Sortino ratioReturn per unit of downside risk | 1.49 | 0.44 | +1.05 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.06 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 0.32 | +1.21 |
Martin ratioReturn relative to average drawdown | 7.30 | 1.11 | +6.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SPINX | SPXX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.22 | +0.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.45 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.50 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.36 | +0.29 |
Correlation
The correlation between SPINX 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
SPINX vs. SPXX - Dividend Comparison
SPINX's dividend yield for the trailing twelve months is around 12.44%, more than SPXX's 8.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | 12.44% | 11.90% | 26.02% | 9.77% | 9.59% | 6.58% | 3.58% | 3.01% | 4.94% | 2.32% | 1.97% | 2.29% |
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
SPINX vs. SPXX - Drawdown Comparison
The maximum SPINX drawdown since its inception was -33.82%, smaller than the maximum SPXX drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for SPINX and SPXX.
Loading graphics...
Drawdown Indicators
| SPINX | SPXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.82% | -52.39% | +18.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -13.00% | +0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -32.91% | -18.09% | -14.82% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -43.99% | +10.17% |
Current DrawdownCurrent decline from peak | -11.03% | -9.24% | -1.79% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -7.51% | +2.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 3.75% | -1.22% |
Volatility
SPINX vs. SPXX - Volatility Comparison
SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) has a higher volatility of 5.36% compared to Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) at 4.96%. This indicates that SPINX'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.
Loading graphics...
Volatility by Period
| SPINX | SPXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.36% | 4.96% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 9.59% | 9.29% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.34% | 17.96% | +0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.50% | 15.80% | +6.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.94% | 18.39% | +2.55% |