HomeCompareAPFDX vs XYLD

APFDX vs XYLD: Dividend Comparison 2026

APFDX yields 20.51% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 APFDX wins by $50.1K in total portfolio value
10 years
APFDX
APFDX
● Live price
20.51%
Share price
$18.80
Annual div
$3.86
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$75.4K
Annual income
$7,115.30
Full APFDX 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 — APFDX vs XYLD

📍 APFDX pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

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

Crisis PeriodAPFDXXYLD
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%.
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Dividend Calendar Overlap

Combined, APFDX + XYLD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
APFDX pays
XYLD pays
Both pay
Neither
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Tax Bracket Optimizer

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

APFDX
Annual income on $10K today (after 15% tax)
$1,743.58/yr
After 10yr DRIP, annual income (after tax)
$6,048.01/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, APFDX beats the other by $3,311.84/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

APFDX: 50%XYLD: 50%
100% XYLD50/50100% APFDX
Portfolio after 10yr
$50.3K
Annual income
$5,167.16/yr
Blended yield
10.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APFDX buys
0
XYLD buys
0
No recent congressional trades found for APFDX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAPFDXXYLD
Forward yield20.51%10.98%
Annual dividend / share$3.86$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$75.4K$25.3K
Annual income after 10y$7,115.30$3,219.02
Total dividends collected$43.4K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAPFDX PortfolioAPFDX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$12,751$2,051.27$10,818$1,098.39+$1.9KAPFDX
2$16,088$2,444.51$11,738$1,222.51+$4.3KAPFDX
3$20,097$2,882.48$12,774$1,364.64+$7.3KAPFDX
4$24,869$3,365.13$13,944$1,527.86+$10.9KAPFDX
5$30,502$3,891.75$15,270$1,715.87+$15.2KAPFDX
6$37,098$4,460.92$16,775$1,933.09+$20.3KAPFDX
7$44,765$5,070.66$18,490$2,184.87+$26.3KAPFDX
8$53,617$5,718.40$20,450$2,477.63+$33.2KAPFDX
9$63,771$6,401.09$22,697$2,819.19+$41.1KAPFDX
10$75,351$7,115.30$25,280$3,219.02+$50.1KAPFDX

APFDX vs XYLD: Complete Analysis 2026

APFDXStock

The investment seeks maximum long-term capital growth. The fund's investment team employs a fundamental investment process to construct a diversified portfolio of U.S. and non-U.S. growth companies across a broad capitalization range. The team seeks to invest in companies that the advisor believes possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value. The fund primarily invests in common stocks and other equity securities of U.S. and non-U.S. companies, including depositary receipts.

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