SPXX vs. ADX

In the year-to-date period, SPXX achieves a 0.42% return, which is significantly lower than ADX's 5.57% return. Over the past 10 years, SPXX has underperformed ADX with an annualized return of 9.38%, while ADX has yielded a comparatively higher 11.38% annualized return.

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SPXX has a 0.89% expense ratio, which is higher than ADX's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) and Adams Diversified Equity Fund, Inc. (ADX). 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.

The current SPXX Sharpe Ratio is 1.05, which is comparable to the ADX Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of SPXX and ADX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SPXX's dividend yield for the trailing twelve months is around 7.24%, less than ADX's 16.36% yield.

The maximum SPXX drawdown since its inception was -52.39%, smaller than the maximum ADX drawdown of -56.82%. Use the drawdown chart below to compare losses from any high point for SPXX and ADX. For additional features, visit the drawdowns tool.

Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) and Adams Diversified Equity Fund, Inc. (ADX) have volatilities of 4.30% and 4.35%, 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.