HomeCompareBREE vs XYLD

BREE vs XYLD: Dividend Comparison 2026

BREE yields 9.22% · XYLD yields 11.20%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BREE wins by $10.9K in total portfolio value
10 years
BREE
BREE
● Live price
9.22%
Share price
$21.70
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.8K
Annual income
$1,647.38
Full BREE calculator →
XYLD
Global X S&P 500 Covered Call ETF
● Live price
11.20%
Share price
$38.36
Annual div
$4.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.9K
Annual income
$3,351.03
Full XYLD calculator →

Portfolio growth — BREE vs XYLD

📍 BREE 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 PeriodBREEXYLD
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, BREE + XYLD cover 0 of 12 monthsgood coverage

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

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

BREE
Annual income on $10K today (after 15% tax)
$783.41/yr
After 10yr DRIP, annual income (after tax)
$1,400.27/yr
XYLD
Annual income on $10K today (after 15% tax)
$952.37/yr
After 10yr DRIP, annual income (after tax)
$2,848.38/yr
At 15% tax rate, XYLD beats the other by $1,448.10/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BREE: 50%XYLD: 50%
100% XYLD50/50100% BREE
Portfolio after 10yr
$31.3K
Annual income
$2,499.20/yr
Blended yield
7.98%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BREE buys
0
XYLD buys
0
No recent congressional trades found for BREE or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBREEXYLD
Forward yield9.22%11.20%
Annual dividend / share$2.00$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$36.8K$25.9K
Annual income after 10y$1,647.38$3,351.03
Total dividends collected$12.9K$20.2K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBREE PortfolioBREE Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,622$921.66$10,840$1,120.44+$782.00BREE
2$13,436$1,001.05$11,786$1,249.59+$1.6KBREE
3$15,458$1,081.63$12,854$1,397.78+$2.6KBREE
4$17,703$1,163.01$14,063$1,568.33+$3.6KBREE
5$20,188$1,244.78$15,434$1,765.19+$4.8KBREE
6$22,927$1,326.58$16,995$1,993.14+$5.9KBREE
7$25,940$1,408.05$18,777$2,257.95+$7.2KBREE
8$29,245$1,488.87$20,818$2,566.58+$8.4KBREE
9$32,861$1,568.74$23,163$2,927.50+$9.7KBREE
10$36,808$1,647.38$25,865$3,351.03+$10.9KBREE

BREE vs XYLD: Complete Analysis 2026

BREEStock

EVPF is an actively managed ETF that invests primarily in preferred securities and other income-producing instruments. The portfolio emphasizes preferred and hybrid securities, often issued by financial services companies, in pursuit of income and total return.

Full BREE 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.