# Nuveen S&P 500 Dynamic Overwrite Fund (SPXX) fundamentals

Data as of 2026-11-04. NYSE, United States. Sector: Financial Services / Capital Markets. Price $18.38, market value $330 million.

## Valuation
- **P/E (trailing): 4.7×** (5-yr avg 5.7×, 3-yr avg 5.7×). Nuveen S&P 500 Dynamic Overwrite Fund trades at 4.7× trailing earnings, close to its own five-year average of 5.7×. The Financial Services median in the September 2026 study was 13.1×.
- **Price / sales: 8.1×**. Each dollar of revenue is priced at 8.1×.
- **Price / book: 0.1×**. The shares trade below book value, which can signal a bargain or a balance sheet the market doubts.
- **Earnings yield: 21.3%**. The inverse of the P/E: 21.3% of the price is earned each year.

## Profitability
- **Net margin: 98.7%**. 98.7% of each dollar of sales reaches the bottom line.
- **Return on equity: 11.6%**. 11.6% on shareholders' equity is solid.
- **Return on assets: 11.5%**. Each dollar of assets produces 11.5% of profit; low single digits are normal for banks and insurers.

## Growth
- **Revenue growth (1 yr): -33.1%**. Revenue fell 33.1% over the last year.
- **EPS growth (1 yr): -33.8%**. Earnings per share fell 33.8%, roughly in step with revenue.

## Dividends
- **Dividend yield: 9.17%** ($1.43 per share, trailing). Nuveen S&P 500 Dynamic Overwrite Fund yields 9.17%, high enough to check carefully: yields this high often precede a cut.
- **Consecutive years of increases: 4**. 4 straight years of increases.
- **Dividend growth (5 yr): 6.2%/yr** (1-yr 10.8%). The dividend has grown 6.2% a year over five years.

## Price and momentum
- **Total return (1 yr): 10.0%** (YTD 6.1%, 3-mo -2.4%). The shares are up 10.0% over twelve months including dividends.
- **From 52-week high: -5.2%** (16.5% above the low). Trading 5% below its 52-week high.
- **200-day average: above**. The price sits above its 200-day moving average, the usual definition of an uptrend.
- **RSI (14-day): 41**. An RSI of 41 is neutral.
- **Beta (1 yr): 0.84** (volatility 13%). Beta of 0.84 against the S&P 500: the shares move roughly with the market.

Live score and charts: https://foliofundamentals.com/analyzer?s=SPXX · Page: https://foliofundamentals.com/stocks/spxx

Not investment advice.