Is ATERX or XYLD a better dividend investment in 2026?

ATERX currently yields 1.34% with a 5% 5-year dividend growth rate. XYLD yields 10.98% with 0.5% growth. The better choice depends on your goal: XYLD offers higher current income.

What is the dividend yield difference between ATERX and XYLD?

ATERX has a forward dividend yield of 1.34% ($2.00/share annually). XYLD yields 10.98% ($4.30/share annually). The yield gap is 9.64 percentage points.

Home › Compare › ATERX vs XYLD

ATERX vs XYLD: Dividend Comparison 2026

ATERX yields 1.34% · XYLD yields 10.98%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 ATERX wins by $12.69M in total portfolio value

INVESTMENT

TIME HORIZON10 years

ATERX

● Live price

1.34%

Share price

$149.57

Annual div

$2.00

5Y div CAGR

100%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$12.72M

Annual income

$11,119,257.82

Full ATERX 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

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.3K

Annual income

$3,219.02

Full XYLD calculator →

Portfolio growth — ATERX vs XYLD

📍 ATERX 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 Period	ATERX	XYLD
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, ATERX + XYLD cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

ATERX 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.

ATERX

Annual income on $10K today (after 15% tax)

$113.66/yr

After 10yr DRIP, annual income (after tax)

$9,451,369.15/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, ATERX beats the other by $9,448,632.98/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

ATERX: 50%XYLD: 50%

100% XYLD50/50100% ATERX

Portfolio after 10yr

$6.37M

Annual income

$5,561,238.42/yr

Blended yield

87.29%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

ATERX buys

XYLD buys

No recent congressional trades found for ATERX or XYLD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricATERXXYLD

Forward yield	1.34%	10.98% ✓
Annual dividend / share	$2.00	$4.30 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	100% ✓	0%
Portfolio after 10y	$12.72M	$25.3K ✓
Annual income after 10y	$11,119,257.82 ✓	$3,219.02
Total dividends collected	$12.57M	$19.6K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	ATERX Portfolio	ATERX Income/yr	XYLD Portfolio	XYLD Income/yr	Gap
1← crossover	$10,967	$267.43	$10,818	$1,098.39	+$149.00 → ATERX
2	$12,283	$548.23	$11,738	$1,222.51	+$545.00 → ATERX
3	$14,291	$1,147.69	$12,774	$1,364.64	+$1.5K → ATERX
4	$17,787	$2,495.83	$13,944	$1,527.86	+$3.8K → ATERX
5	$24,839	$5,806.38	$15,270	$1,715.87	+$9.6K → ATERX
6	$41,733	$15,155.62	$16,775	$1,933.09	+$25.0K → ATERX
7	$92,250	$47,596.11	$18,490	$2,184.87	+$73.8K → ATERX
8	$295,364	$196,655.87	$20,450	$2,477.63	+$274.9K → ATERX
9	$1,492,947	$1,176,907.65	$22,697	$2,819.19	+$1.47M → ATERX
10	$12,716,711	$11,119,257.82	$25,280	$3,219.02	+$12.69M → ATERX

ATERX vs XYLD: Complete Analysis 2026

ATERX — Stock

The investment seeks long-term growth of capital. The fund pursues opportunistic growth by investing in a global universe of companies whose business activities the Adviser believes position the company to benefit from certain sustainable investment themes that align with one or more of the United Nations Sustainable Development Goals SDGs. The Adviser employs a combination of "top-down" and "bottom-up" investment processes with the goal of identifying securities of companies worldwide, that fit into sustainable investment themes.

Full ATERX Calculator →

XYLD — ETF

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.