HomeCompareAAHTX vs XYLD

AAHTX vs XYLD: Dividend Comparison 2026

AAHTX yields 6.03% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 AAHTX wins by $4.5K in total portfolio value
10 years
AAHTX
AAHTX
● Live price
6.03%
Share price
$23.17
Annual div
$1.40
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.8K
Annual income
$885.51
Full AAHTX calculator →
XYLD
Global X S&P 500 Covered Call ETF
● Live price
10.98%
Share price
$39.13
Annual div
$4.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.3K
Annual income
$3,219.02
Full XYLD calculator →

Portfolio growth — AAHTX vs XYLD

📍 AAHTX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodAAHTXXYLD
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
📅

Dividend Calendar Overlap

Combined, AAHTX + XYLD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
AAHTX pays
XYLD pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

AAHTX
Annual income on $10K today (after 15% tax)
$512.53/yr
After 10yr DRIP, annual income (after tax)
$752.68/yr
XYLD
Annual income on $10K today (after 15% tax)
$933.63/yr
After 10yr DRIP, annual income (after tax)
$2,736.17/yr
At 15% tax rate, XYLD beats the other by $1,983.48/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AAHTX + XYLD for your $10,000?

AAHTX: 50%XYLD: 50%
100% XYLD50/50100% AAHTX
Portfolio after 10yr
$27.5K
Annual income
$2,052.27/yr
Blended yield
7.46%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AAHTX buys
0
XYLD buys
0
No recent congressional trades found for AAHTX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAAHTXXYLD
Forward yield6.03%10.98%
Annual dividend / share$1.40$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.8K$25.3K
Annual income after 10y$885.51$3,219.02
Total dividends collected$7.5K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: AAHTX vs XYLD ($10,000, DRIP)

YearAAHTX PortfolioAAHTX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,303$602.98$10,818$1,098.39+$485.00AAHTX
2$12,731$636.96$11,738$1,222.51+$993.00AAHTX
3$14,293$670.50$12,774$1,364.64+$1.5KAAHTX
4$15,997$703.51$13,944$1,527.86+$2.1KAAHTX
5$17,852$735.87$15,270$1,715.87+$2.6KAAHTX
6$19,870$767.50$16,775$1,933.09+$3.1KAAHTX
7$22,059$798.34$18,490$2,184.87+$3.6KAAHTX
8$24,431$828.32$20,450$2,477.63+$4.0KAAHTX
9$26,999$857.39$22,697$2,819.19+$4.3KAAHTX
10$29,774$885.51$25,280$3,219.02+$4.5KAAHTX

AAHTX vs XYLD: Complete Analysis 2026

AAHTXStock

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Full AAHTX Calculator →

XYLDETF

The Global X S&P 500 Covered Call ETF (XYLD) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe S&P 500 BuyWrite Index.

Full XYLD Calculator →
📬

Get this AAHTX vs XYLD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

AAHTX vs SCHDAAHTX vs JEPIAAHTX vs OAAHTX vs KOAAHTX vs MAINAAHTX vs QYLDAAHTX vs JEPQAAHTX vs RYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.