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Compare · RVT vs SPXX

RVT vs SPXX

Side-by-side comparison of Royce Small-Cap Trust Inc. (RVT) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both RVT and SPXX operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
  • RVT is the larger of the two at $1.96B, about 6.7x SPXX ($295.0M).
  • Over the past year, RVT is up 22.1% and SPXX is up 6.1% - RVT leads by 16.0 points.
  • RVT has been more active in the news (2 items in the past 4 weeks vs 1 for SPXX).
PerformanceRVT+22.08%SPXX+6.06%
2025-06-04+0.00%2026-06-03
MetricRVTSPXX
Company
Royce Small-Cap Trust Inc.
Nuveen S&P 500 Dynamic Overwrite Fund
Price
$18.19-1.57%
$18.38-0.38%
Market cap
$1.96B
$295.0M
1M return
-0.55%
+4.37%
1Y return
+22.08%
+6.06%
Industry
Trusts Except Educational Religious and Charitable
Trusts Except Educational Religious and Charitable
Exchange
NYSE
NYSE
IPO
1986
News (4w)
2
1
Recent ratings
0
0
RVT

Royce Small-Cap Trust Inc.

Royce Value Trust Inc. is a close ended equity mutual fund launched and managed by Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund spreads its investments across diversified sectors. It invests in value oriented stocks of small cap and micro cap companies. The fund benchmarks the performance of its portfolio against the Russell 2000 Index. Royce Value Trust Inc. was formed on July 1, 1986 and is domiciled in the United States.

SPXX

Nuveen S&P 500 Dynamic Overwrite Fund

Nuveen S&P 500 Dynamic Overwrite Fund is a closed-ended equity indexed mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in stocks of large cap companies. The fund also invests through financial derivatives such as call options. It seeks to replicate the performance of the S&P 500 Index. The fund was formerly known as Nuveen Equity Premium and Growth Fund. Nuveen S&P 500 Dynamic Overwrite Fund was formed on November 11, 2004 and is domiciled in the United States.