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Financial Services

Nuveen S&P 500 Dynamic Overwrite Fund(SPXX)

Fund

Live Price

Offline

$18.20

+0.11% today

1Y Change

+5.96%

Window

Jun 23, 2025 โ†’ Jun 8, 2026

Market Cap
$320.00M
Dividend Yield
7.6%
50-Day Avg
โ€”
Exchange
NYSE

Coverage: 241 bars ยท Jun 23, 2025 โ†’ Jun 8, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) is a fund with a market cap of $320.00M and listed on NYSE. The fund last traded around $18.20 and up 6.0% across the available one-year price window (Jun 23, 2025 โ†’ Jun 8, 2026). Baseline metrics include a dividend yield of 7.6%. Valuation already assumes a fairly strong business story at P/E 7.9 and price/sales 157.8. Stock Foundry combines SPXX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

SPXX

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

SPXX Max Drawdown

-13.73%

Trailing 1Y

SPY Max Drawdown

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Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for SPXX and SPY.

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Financial profile

Nuveen S&P 500 Dynamic Overwrite Fund (SPXX)

Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.

FY Revenue

$4.6M

-82.1% YoY

FY Net Income

$60.5M

+227.9% YoY

Free Cash Flow

$0.0

Revenue Growth

-96.7%

EPS Growth

-33.5%

Gross Margin

-38.4%

Net Margin

1994.6%

Income statement

USD

Annual
Metric20252024202320222021
Revenue2M61M13M26M5M
Gross Profit-773K61M10M23M5M
Operating Income40M61M48M-47M2M
EBITDA40M61M48M-50M0
Net Income40M61M48M-47M60M
EPS (Diluted)โ€”โ€”โ€”โ€”โ€”

Balance sheet

USD

Point-in-time
Metric20252024202320222021
Cash & Equivalents19K2K1K79155K
Total Assets351M332M299M269M330M
Total Liabilities3M1M6M3M7M
Shareholder Equity347M331M293M266M323M
Total Debt0107K3M260K1M
Net Debt-19K106K-1K259K959K

Cash flow positioning

Latest Full Year

Operating Cash Flow

0

Capital Expenditures

0

Free Cash Flow

0

Key ratios

  • Gross Margin

    -38.4%

  • Operating Margin

    1994.7%

  • Net Margin

    1994.6%

  • ROE

    12.0%

  • Debt / Equity

    0.00x

Next Step

Turn financials into a decision

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