HomeCompareBARUX vs XYLD

BARUX vs XYLD: Dividend Comparison 2026

BARUX yields 11.68% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BARUX wins by $17.9K in total portfolio value
10 years
BARUX
BARUX
● Live price
11.68%
Share price
$87.06
Annual div
$10.17
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$43.2K
Annual income
$2,421.67
Full BARUX 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 — BARUX vs XYLD

📍 BARUX 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 PeriodBARUXXYLD
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, BARUX + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

BARUX
Annual income on $10K today (after 15% tax)
$992.50/yr
After 10yr DRIP, annual income (after tax)
$2,058.42/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 $677.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BARUX: 50%XYLD: 50%
100% XYLD50/50100% BARUX
Portfolio after 10yr
$34.3K
Annual income
$2,820.35/yr
Blended yield
8.23%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BARUX buys
0
XYLD buys
0
No recent congressional trades found for BARUX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBARUXXYLD
Forward yield11.68%10.98%
Annual dividend / share$10.17$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$43.2K$25.3K
Annual income after 10y$2,421.67$3,219.02
Total dividends collected$17.8K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBARUX PortfolioBARUX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,868$1,167.64$10,818$1,098.39+$1.1KBARUX
2$13,993$1,295.06$11,738$1,222.51+$2.3KBARUX
3$16,400$1,427.14$12,774$1,364.64+$3.6KBARUX
4$19,111$1,563.17$13,944$1,527.86+$5.2KBARUX
5$22,152$1,702.41$15,270$1,715.87+$6.9KBARUX
6$25,546$1,844.14$16,775$1,933.09+$8.8KBARUX
7$29,322$1,987.63$18,490$2,184.87+$10.8KBARUX
8$33,507$2,132.16$20,450$2,477.63+$13.1KBARUX
9$38,129$2,277.05$22,697$2,819.19+$15.4KBARUX
10$43,220$2,421.67$25,280$3,219.02+$17.9KBARUX

BARUX vs XYLD: Complete Analysis 2026

BARUXStock

The investment seeks capital appreciation through long-term investments primarily in securities of mid-sized companies with undervalued assets or favorable growth prospects. 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 BARUX 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.