HomeCompareAPPLX vs XYLD

APPLX vs XYLD: Dividend Comparison 2026

APPLX yields 46.50% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 APPLX wins by $303.1K in total portfolio value
10 years
APPLX
APPLX
● Live price
46.50%
Share price
$12.24
Annual div
$5.69
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$328.4K
Annual income
$62,788.85
Full APPLX 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 — APPLX vs XYLD

📍 APPLX 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 PeriodAPPLXXYLD
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, APPLX + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

APPLX
Annual income on $10K today (after 15% tax)
$3,952.78/yr
After 10yr DRIP, annual income (after tax)
$53,370.52/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, APPLX beats the other by $50,634.36/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

APPLX: 50%XYLD: 50%
100% XYLD50/50100% APPLX
Portfolio after 10yr
$176.8K
Annual income
$33,003.94/yr
Blended yield
18.66%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

APPLX buys
0
XYLD buys
0
No recent congressional trades found for APPLX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricAPPLXXYLD
Forward yield46.50%10.98%
Annual dividend / share$5.69$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$328.4K$25.3K
Annual income after 10y$62,788.85$3,219.02
Total dividends collected$257.4K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearAPPLX PortfolioAPPLX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$15,350$4,650.33$10,818$1,098.39+$4.5KAPPLX
2$23,096$6,671.41$11,738$1,222.51+$11.4KAPPLX
3$34,094$9,381.18$12,774$1,364.64+$21.3KAPPLX
4$49,423$12,942.33$13,944$1,527.86+$35.5KAPPLX
5$70,417$17,533.89$15,270$1,715.87+$55.1KAPPLX
6$98,693$23,347.46$16,775$1,933.09+$81.9KAPPLX
7$136,184$30,582.16$18,490$2,184.87+$117.7KAPPLX
8$185,155$39,438.72$20,450$2,477.63+$164.7KAPPLX
9$248,229$50,112.94$22,697$2,819.19+$225.5KAPPLX
10$328,394$62,788.85$25,280$3,219.02+$303.1KAPPLX

APPLX vs XYLD: Complete Analysis 2026

APPLXStock

The fund invests primarily in a portfolio of equity securities of companies that are undervalued in the opinion of the fund's adviser, Pekin Hardy Strauss, Inc. (the "Advisor"). When selecting common stocks for investment by the fund, the Advisor focuses on company valuation, looking for significant discrepancies between its own appraisal of the intrinsic value of a prospective investment and the market price of the investment. The fund is non-diversified.

Full APPLX 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.