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BALQ vs XYLD: Dividend Comparison 2026

BALQ yields 2.71% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XYLD wins by $1.5K in total portfolio value· pulled ahead in Year 8
10 years
BALQ
BALQ
● Live price
2.71%
Share price
$46.13
Annual div
$1.25
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.7K
Annual income
$322.57
Full BALQ 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 — BALQ vs XYLD

📍 XYLD pulled ahead of the other in Year 8

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 PeriodBALQXYLD
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, BALQ + XYLD cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

BALQ
Annual income on $10K today (after 15% tax)
$230.23/yr
After 10yr DRIP, annual income (after tax)
$274.18/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 $2,461.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BALQ: 50%XYLD: 50%
100% XYLD50/50100% BALQ
Portfolio after 10yr
$24.5K
Annual income
$1,770.80/yr
Blended yield
7.22%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BALQ buys
0
XYLD buys
0
No recent congressional trades found for BALQ or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBALQXYLD
Forward yield2.71%10.98% ✓
Annual dividend / share$1.25$4.30 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.7K$25.3K ✓
Annual income after 10y$322.57$3,219.02 ✓
Total dividends collected$3.0K$19.6K ✓
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBALQ PortfolioBALQ Income/yrXYLD PortfolioXYLD Income/yrGap
1$10,971$270.86$10,818$1,098.39+$153.00 → BALQ
2$12,017$277.72$11,738$1,222.51+$279.00 → BALQ
3$13,142$284.29$12,774$1,364.64+$368.00 → BALQ
4$14,352$290.57$13,944$1,527.86+$408.00 → BALQ
5$15,654$296.58$15,270$1,715.87+$384.00 → BALQ
6$17,052$302.31$16,775$1,933.09+$277.00 → BALQ
7$18,553$307.76$18,490$2,184.87+$63.00 → BALQ
8← crossover$20,165$312.95$20,450$2,477.63$285.00 → XYLD
9$21,894$317.89$22,697$2,819.19$803.00 → XYLD
10$23,749$322.57$25,280$3,219.02$1.5K → XYLD

BALQ vs XYLD: Complete Analysis 2026

BALQ — Stock

The iShares Nasdaq Premium Income Active ETF seeks to provide current income with consideration for capital appreciation.

Full BALQ 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.