SPXX vs. NASDX

In the year-to-date period, SPXX achieves a -0.44% return, which is significantly lower than NASDX's 1.70% return. Over the past 10 years, SPXX has underperformed NASDX with an annualized return of 9.40%, while NASDX has yielded a comparatively higher 17.32% annualized return.

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SPXX has a 0.89% expense ratio, which is higher than NASDX's 0.63% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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 1.04, which is higher than the NASDX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of SPXX and NASDX, 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 7.30%, less than NASDX's 8.48% yield.

The maximum SPXX drawdown since its inception was -52.39%, smaller than the maximum NASDX drawdown of -81.69%. Use the drawdown chart below to compare losses from any high point for SPXX and NASDX.

The current volatility for Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) is 4.15%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 5.59%. This indicates that SPXX experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.