HomeCompareBGRWX vs QYLD

BGRWX vs QYLD: Dividend Comparison 2026

BGRWX yields 13.10% · QYLD yields 11.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BGRWX wins by $22.0K in total portfolio value
10 years
BGRWX
BGRWX
● Live price
13.10%
Share price
$24.90
Annual div
$3.26
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.4K
Annual income
$2,957.73
Full BGRWX calculator →
QYLD
Global X Nasdaq 100 Covered Call ETF
● Live price
11.92%
Share price
$17.15
Annual div
$2.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.4K
Annual income
$5,659.31
Full QYLD calculator →

Portfolio growth — BGRWX vs QYLD

📍 BGRWX 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 PeriodBGRWXQYLD
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, BGRWX + QYLD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BGRWX pays
QYLD pays
Both pay
Neither
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Tax Bracket Optimizer

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

BGRWX
Annual income on $10K today (after 15% tax)
$1,113.50/yr
After 10yr DRIP, annual income (after tax)
$2,514.07/yr
QYLD
Annual income on $10K today (after 15% tax)
$1,013.51/yr
After 10yr DRIP, annual income (after tax)
$4,810.41/yr
At 15% tax rate, QYLD beats the other by $2,296.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of BGRWX + QYLD for your $10,000?

BGRWX: 50%QYLD: 50%
100% QYLD50/50100% BGRWX
Portfolio after 10yr
$36.4K
Annual income
$4,308.52/yr
Blended yield
11.84%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BGRWX buys
0
QYLD buys
0
No recent congressional trades found for BGRWX or QYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBGRWXQYLD
Forward yield13.10%11.92%
Annual dividend / share$3.26$2.04
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$47.4K$25.4K
Annual income after 10y$2,957.73$5,659.31
Total dividends collected$21.1K$27.1K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: BGRWX vs QYLD ($10,000, DRIP)

YearBGRWX PortfolioBGRWX Income/yrQYLD PortfolioQYLD Income/yrGap
1← crossover$12,010$1,310.00$10,352$1,192.36+$1.7KBGRWX
2$14,321$1,470.38$10,830$1,347.57+$3.5KBGRWX
3$16,962$1,638.63$11,460$1,539.07+$5.5KBGRWX
4$19,963$1,813.85$12,275$1,777.84+$7.7KBGRWX
5$23,356$1,995.13$13,323$2,078.95+$10.0KBGRWX
6$27,172$2,181.47$14,667$2,463.34+$12.5KBGRWX
7$31,446$2,371.90$16,396$2,960.57+$15.1KBGRWX
8$36,213$2,565.40$18,631$3,612.97+$17.6KBGRWX
9$41,509$2,760.99$21,548$4,482.15+$20.0KBGRWX
10$47,372$2,957.73$25,398$5,659.31+$22.0KBGRWX

BGRWX vs QYLD: Complete Analysis 2026

BGRWXStock

The fund invests primarily in a diversified portfolio of common stocks of large- and mid-cap U.S. companies, as well as global companies traded on a U.S. exchange, selected by the Adviser. It invests in common stocks of high-quality companies that Barrett believes have superior growth potential and stocks that can be purchased at reasonable prices. The fund may invest up to 25% of its net assets in foreign securities, and will normally make such investments through the purchase of American Depositary Receipts ("ADRs").

Full BGRWX Calculator →

QYLDETF

The Global X Nasdaq 100 Covered Call ETF (QYLD) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe Nasdaq-100 BuyWrite V2 Index.

Full QYLD 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.