SPXX vs. PLFIX
Compare and contrast key facts about Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) and Principal Large Cap S&P 500 Index Fund Institutional (PLFIX).
SPXX is an actively managed fund by Nuveen. It was launched on Nov 23, 2005. PLFIX is a passively managed fund by Principal that tracks the performance of the S&P 500 Index. It was launched on Mar 1, 2001.
Performance
SPXX vs. PLFIX - Performance Comparison
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SPXX vs. PLFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPXX Nuveen S&P 500 Dynamic Overwrite Fund | -9.14% | 9.78% | 27.10% | 0.85% | -6.92% | 29.03% | -0.37% | 25.36% | -13.42% | 27.92% |
PLFIX Principal Large Cap S&P 500 Index Fund Institutional | -7.07% | 17.77% | 26.77% | 26.00% | -18.21% | 28.25% | 18.11% | 31.35% | -4.66% | 21.65% |
Returns By Period
In the year-to-date period, SPXX achieves a -9.14% return, which is significantly lower than PLFIX's -7.07% return. Over the past 10 years, SPXX has underperformed PLFIX with an annualized return of 9.09%, while PLFIX has yielded a comparatively higher 13.72% annualized return.
SPXX
- 1D
- 1.52%
- 1M
- -7.65%
- YTD
- -9.14%
- 6M
- -4.47%
- 1Y
- 2.68%
- 3Y*
- 9.06%
- 5Y*
- 6.83%
- 10Y*
- 9.09%
PLFIX
- 1D
- -0.40%
- 1M
- -7.67%
- YTD
- -7.07%
- 6M
- -4.61%
- 1Y
- 14.37%
- 3Y*
- 17.60%
- 5Y*
- 11.56%
- 10Y*
- 13.72%
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SPXX vs. PLFIX - Expense Ratio Comparison
SPXX has a 0.89% expense ratio, which is higher than PLFIX's 0.11% expense ratio.
Return for Risk
SPXX vs. PLFIX — Risk / Return Rank
SPXX
PLFIX
SPXX vs. PLFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) and Principal Large Cap S&P 500 Index Fund Institutional (PLFIX). 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.
| SPXX | PLFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.15 | 0.85 | -0.70 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.33 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.20 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 1.05 | -0.85 |
Martin ratioReturn relative to average drawdown | 0.69 | 5.14 | -4.45 |
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
| SPXX | PLFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.15 | 0.85 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.69 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.79 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.45 | -0.09 |
Correlation
The correlation between SPXX and PLFIX 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
SPXX vs. PLFIX - Dividend Comparison
SPXX's dividend yield for the trailing twelve months is around 8.40%, more than PLFIX's 3.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPXX Nuveen S&P 500 Dynamic Overwrite Fund | 8.40% | 7.48% | 6.87% | 7.82% | 7.30% | 5.27% | 6.56% | 6.44% | 7.98% | 5.69% | 5.14% | 7.75% |
PLFIX Principal Large Cap S&P 500 Index Fund Institutional | 3.17% | 2.95% | 4.28% | 4.13% | 2.96% | 13.60% | 7.57% | 3.83% | 7.52% | 7.01% | 3.23% | 2.69% |
Drawdowns
SPXX vs. PLFIX - Drawdown Comparison
The maximum SPXX drawdown since its inception was -52.39%, smaller than the maximum PLFIX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for SPXX and PLFIX.
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Drawdown Indicators
| SPXX | PLFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.39% | -55.28% | +2.89% |
Max Drawdown (1Y)Largest decline over 1 year | -13.00% | -12.13% | -0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -18.09% | -24.58% | +6.49% |
Max Drawdown (10Y)Largest decline over 10 years | -43.99% | -33.77% | -10.22% |
Current DrawdownCurrent decline from peak | -10.52% | -8.90% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -7.51% | -8.91% | +1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 2.48% | +1.22% |
Volatility
SPXX vs. PLFIX - Volatility Comparison
Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) has a higher volatility of 4.63% compared to Principal Large Cap S&P 500 Index Fund Institutional (PLFIX) at 4.24%. This indicates that SPXX's price experiences larger fluctuations and is considered to be riskier than PLFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPXX | PLFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 4.24% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.36% | 9.06% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.91% | 17.85% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.79% | 16.87% | -1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 17.48% | +0.91% |