SPXX vs. RQI
Compare and contrast key facts about Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) and Cohen & Steers Quality Income Realty Fund (RQI).
SPXX is an actively managed fund by Nuveen. It was launched on Nov 23, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPXX or RQI.
Correlation
The correlation between SPXX and RQI is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SPXX vs. RQI - Performance Comparison
Key characteristics
SPXX:
2.42
RQI:
1.11
SPXX:
3.15
RQI:
1.56
SPXX:
1.45
RQI:
1.20
SPXX:
3.59
RQI:
0.74
SPXX:
17.21
RQI:
3.65
SPXX:
1.61%
RQI:
5.72%
SPXX:
11.45%
RQI:
18.67%
SPXX:
-52.39%
RQI:
-91.64%
SPXX:
0.00%
RQI:
-7.77%
Returns By Period
In the year-to-date period, SPXX achieves a 3.49% return, which is significantly lower than RQI's 6.99% return. Over the past 10 years, SPXX has outperformed RQI with an annualized return of 9.89%, while RQI has yielded a comparatively lower 9.03% annualized return.
SPXX
3.49%
2.91%
16.31%
28.05%
9.18%
9.89%
RQI
6.99%
2.36%
4.18%
20.04%
6.01%
9.03%
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Risk-Adjusted Performance
SPXX vs. RQI — Risk-Adjusted Performance Rank
SPXX
RQI
SPXX vs. RQI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) and Cohen & Steers Quality Income Realty Fund (RQI). 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.
Dividends
SPXX vs. RQI - Dividend Comparison
SPXX's dividend yield for the trailing twelve months is around 6.64%, less than RQI's 7.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPXX Nuveen S&P 500 Dynamic Overwrite Fund | 6.64% | 6.87% | 7.82% | 7.30% | 5.27% | 6.56% | 6.44% | 7.98% | 5.69% | 6.81% | 7.75% | 7.30% |
RQI Cohen & Steers Quality Income Realty Fund | 7.42% | 7.84% | 7.84% | 10.41% | 5.27% | 7.74% | 6.79% | 9.27% | 7.59% | 7.86% | 7.86% | 6.23% |
Drawdowns
SPXX vs. RQI - Drawdown Comparison
The maximum SPXX drawdown since its inception was -52.39%, smaller than the maximum RQI drawdown of -91.64%. Use the drawdown chart below to compare losses from any high point for SPXX and RQI. For additional features, visit the drawdowns tool.
Volatility
SPXX vs. RQI - Volatility Comparison
The current volatility for Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) is 2.27%, while Cohen & Steers Quality Income Realty Fund (RQI) has a volatility of 4.02%. This indicates that SPXX experiences smaller price fluctuations and is considered to be less risky than RQI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.