SPXX vs. YACKX
Compare and contrast key facts about Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) and AMG Yacktman Fund (YACKX).
SPXX is an actively managed fund by Nuveen. It was launched on Nov 23, 2005. YACKX is managed by AMG. It was launched on Jul 6, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPXX or YACKX.
Correlation
The correlation between SPXX and YACKX 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.
Performance
SPXX vs. YACKX - Performance Comparison
Key characteristics
SPXX:
0.84
YACKX:
-0.03
SPXX:
1.28
YACKX:
0.10
SPXX:
1.20
YACKX:
1.01
SPXX:
0.88
YACKX:
0.01
SPXX:
3.79
YACKX:
0.03
SPXX:
4.09%
YACKX:
3.67%
SPXX:
18.21%
YACKX:
13.07%
SPXX:
-52.39%
YACKX:
-55.37%
SPXX:
-7.45%
YACKX:
-4.14%
Returns By Period
In the year-to-date period, SPXX achieves a -4.01% return, which is significantly lower than YACKX's 1.52% return. Both investments have delivered pretty close results over the past 10 years, with SPXX having a 9.05% annualized return and YACKX not far ahead at 9.25%.
SPXX
-4.01%
12.38%
1.28%
15.14%
13.63%
9.05%
YACKX
1.52%
10.56%
-3.09%
-0.41%
12.94%
9.25%
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SPXX vs. YACKX - Expense Ratio Comparison
SPXX has a 0.89% expense ratio, which is higher than YACKX's 0.71% expense ratio.
Risk-Adjusted Performance
SPXX vs. YACKX — Risk-Adjusted Performance Rank
SPXX
YACKX
SPXX vs. YACKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) and AMG Yacktman Fund (YACKX). 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. YACKX - Dividend Comparison
SPXX's dividend yield for the trailing twelve months is around 7.56%, more than YACKX's 2.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPXX Nuveen S&P 500 Dynamic Overwrite Fund | 7.56% | 6.87% | 7.82% | 7.30% | 5.27% | 6.56% | 6.44% | 7.98% | 5.69% | 6.81% | 7.75% | 7.30% |
YACKX AMG Yacktman Fund | 2.06% | 2.09% | 1.78% | 1.56% | 1.10% | 1.33% | 1.79% | 2.28% | 1.48% | 1.90% | 1.63% | 1.06% |
Drawdowns
SPXX vs. YACKX - Drawdown Comparison
The maximum SPXX drawdown since its inception was -52.39%, smaller than the maximum YACKX drawdown of -55.37%. Use the drawdown chart below to compare losses from any high point for SPXX and YACKX. For additional features, visit the drawdowns tool.
Volatility
SPXX vs. YACKX - Volatility Comparison
Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) has a higher volatility of 10.87% compared to AMG Yacktman Fund (YACKX) at 7.06%. This indicates that SPXX's price experiences larger fluctuations and is considered to be riskier than YACKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.