Is AVTA or XYLD a better dividend investment in 2026?

AVTA currently yields 7.70% 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 AVTA and XYLD?

AVTA has a forward dividend yield of 7.70% ($2.00/share annually). XYLD yields 10.98% ($4.30/share annually). The yield gap is 3.28 percentage points.

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AVTA vs XYLD: Dividend Comparison 2026

AVTA yields 7.70% · XYLD yields 10.98%● Live data

vsPost on X →

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

🏆 AVTA wins by $8.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

AVTA

● Live price

7.70%

Share price

$25.99

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$33.3K

Annual income

$1,253.00

Full AVTA 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 — AVTA vs XYLD

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

AVTA pays

XYLD pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

AVTA

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

$654.10/yr

After 10yr DRIP, annual income (after tax)

$1,065.05/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 $1,671.12/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

AVTA: 50%XYLD: 50%

100% XYLD50/50100% AVTA

Portfolio after 10yr

$29.3K

Annual income

$2,236.01/yr

Blended yield

7.64%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on AVTA right now

AVTA

Analyst Ratings

Buy

Hold

Consensus: Hold

Altman Z

1.1

Piotroski

5/9

XYLD

No analyst data

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

AVTA buys

XYLD buys

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

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

MetricAVTAXYLD

Forward yield	7.70%	10.98% ✓
Annual dividend / share	$2.00	$4.30 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$33.3K ✓	$25.3K
Annual income after 10y	$1,253.00	$3,219.02 ✓
Total dividends collected	$10.2K	$19.6K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	AVTA Portfolio	AVTA Income/yr	XYLD Portfolio	XYLD Income/yr	Gap
1← crossover	$11,470	$769.53	$10,818	$1,098.39	+$652.00 → AVTA
2	$13,097	$824.87	$11,738	$1,222.51	+$1.4K → AVTA
3	$14,894	$880.31	$12,774	$1,364.64	+$2.1K → AVTA
4	$16,873	$935.61	$13,944	$1,527.86	+$2.9K → AVTA
5	$19,044	$990.54	$15,270	$1,715.87	+$3.8K → AVTA
6	$21,422	$1,044.88	$16,775	$1,933.09	+$4.6K → AVTA
7	$24,020	$1,098.46	$18,490	$2,184.87	+$5.5K → AVTA
8	$26,853	$1,151.10	$20,450	$2,477.63	+$6.4K → AVTA
9	$29,935	$1,202.66	$22,697	$2,819.19	+$7.2K → AVTA
10	$33,284	$1,253.00	$25,280	$3,219.02	+$8.0K → AVTA

AVTA vs XYLD: Complete Analysis 2026

AVTA — Stock

Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States. The company offers an integrated platform of technical, practice, compliance, operations, sales, and product support tools that enable to offer tax-advantaged planning, investing, and wealth management services. It also provides financial planning and advisory services, and retirement plan solutions. The company was formerly known as Blucora, Inc. and changed its name to Avantax, Inc. in January 2023. Avantax, Inc. was founded in 1983 and is headquartered in Dallas, Texas.

Full AVTA 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.