Is BARAX or XYLD a better dividend investment in 2026?

BARAX currently yields 12.49% with a 5% 5-year dividend growth rate. XYLD yields 10.98% with 0.5% growth. The better choice depends on your goal: BARAX offers higher current income.

What is the dividend yield difference between BARAX and XYLD?

BARAX has a forward dividend yield of 12.49% ($10.17/share annually). XYLD yields 10.98% ($4.30/share annually). The yield gap is 1.51 percentage points.

Home › Compare › BARAX vs XYLD

BARAX vs XYLD: Dividend Comparison 2026

BARAX yields 12.49% · XYLD yields 10.98%● Live data

vsPost on X →

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

🏆 BARAX wins by $20.3K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BARAX

● Live price

12.49%

Share price

$81.39

Annual div

$10.17

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$45.6K

Annual income

$2,719.45

Full BARAX 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 — BARAX vs XYLD

📍 BARAX 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	BARAX	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%.

📅

Dividend Calendar Overlap

Combined, BARAX + XYLD cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BARAX pays

XYLD pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

BARAX

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

$1,061.64/yr

After 10yr DRIP, annual income (after tax)

$2,311.53/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 $424.63/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

BARAX: 50%XYLD: 50%

100% XYLD50/50100% BARAX

Portfolio after 10yr

$35.4K

Annual income

$2,969.23/yr

Blended yield

8.38%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BARAX buys

XYLD buys

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

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

MetricBARAXXYLD

Forward yield	12.49% ✓	10.98%
Annual dividend / share	$10.17 ✓	$4.30
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$45.6K ✓	$25.3K
Annual income after 10y	$2,719.45	$3,219.02 ✓
Total dividends collected	$19.6K	$19.6K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	BARAX Portfolio	BARAX Income/yr	XYLD Portfolio	XYLD Income/yr	Gap
1← crossover	$11,949	$1,248.99	$10,818	$1,098.39	+$1.1K → BARAX
2	$14,180	$1,394.78	$11,738	$1,222.51	+$2.4K → BARAX
3	$16,720	$1,546.94	$12,774	$1,364.64	+$3.9K → BARAX
4	$19,595	$1,704.65	$13,944	$1,527.86	+$5.7K → BARAX
5	$22,833	$1,867.08	$15,270	$1,715.87	+$7.6K → BARAX
6	$26,465	$2,033.35	$16,775	$1,933.09	+$9.7K → BARAX
7	$30,520	$2,202.57	$18,490	$2,184.87	+$12.0K → BARAX
8	$35,031	$2,373.89	$20,450	$2,477.63	+$14.6K → BARAX
9	$40,029	$2,546.45	$22,697	$2,819.19	+$17.3K → BARAX
10	$45,551	$2,719.45	$25,280	$3,219.02	+$20.3K → BARAX

BARAX vs XYLD: Complete Analysis 2026

BARAX — Stock

The fund invests for the long term primarily in equity securities in the form of common stock of U.S. mid-sized growth companies. BAMCO, Inc. ("BAMCO" or the "Adviser") defines mid-sized companies as those, at the time of purchase, with market capitalizations above $2.5 billion or the smallest market cap stock in the Russell Midcap Growth Index at reconstitution, whichever is larger, and below the largest market cap stock in the Russell Midcap Growth Index at reconstitution.

Full BARAX 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 →

📬

Get this BARAX vs XYLD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

BARAX vs SCHD BARAX vs JEPI BARAX vs O BARAX vs KO BARAX vs MAIN BARAX vs QYLD BARAX vs JEPQ BARAX vs RYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.