HomeCompareAPHGX vs XYLD

APHGX vs XYLD: Dividend Comparison 2026

APHGX yields 5.05% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 APHGX wins by $2.6K in total portfolio value
10 years
APHGX
APHGX
● Live price
5.05%
Share price
$26.83
Annual div
$1.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.9K
Annual income
$697.38
Full APHGX 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 — APHGX vs XYLD

📍 APHGX 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 PeriodAPHGXXYLD
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, APHGX + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

APHGX
Annual income on $10K today (after 15% tax)
$429.19/yr
After 10yr DRIP, annual income (after tax)
$592.77/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 $2,143.39/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

APHGX: 50%XYLD: 50%
100% XYLD50/50100% APHGX
Portfolio after 10yr
$26.6K
Annual income
$1,958.20/yr
Blended yield
7.37%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APHGX buys
0
XYLD buys
0
No recent congressional trades found for APHGX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAPHGXXYLD
Forward yield5.05%10.98%
Annual dividend / share$1.35$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.9K$25.3K
Annual income after 10y$697.38$3,219.02
Total dividends collected$6.1K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAPHGX PortfolioAPHGX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,205$504.92$10,818$1,098.39+$387.00APHGX
2$12,518$528.75$11,738$1,222.51+$780.00APHGX
3$13,946$552.07$12,774$1,364.64+$1.2KAPHGX
4$15,497$574.82$13,944$1,527.86+$1.6KAPHGX
5$17,179$596.97$15,270$1,715.87+$1.9KAPHGX
6$19,000$618.46$16,775$1,933.09+$2.2KAPHGX
7$20,969$639.27$18,490$2,184.87+$2.5KAPHGX
8$23,097$659.37$20,450$2,477.63+$2.6KAPHGX
9$25,392$678.74$22,697$2,819.19+$2.7KAPHGX
10$27,867$697.38$25,280$3,219.02+$2.6KAPHGX

APHGX vs XYLD: Complete Analysis 2026

APHGXStock

The investment seeks maximum long-term capital growth. The fund's investment team employs a fundamental investment process to construct a diversified portfolio of securities of undervalued U.S. and non-U.S. companies. The team seeks to invest in what the team considers to be high quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. Under normal market conditions, the fund primarily invests in common stocks and other equity securities, both within and outside the U.S.

Full APHGX 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.