HomeCompareBUMGX vs XYLD

BUMGX vs XYLD: Dividend Comparison 2026

BUMGX yields 9.48% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BUMGX wins by $12.2K in total portfolio value
10 years
BUMGX
BUMGX
● Live price
9.48%
Share price
$21.10
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.4K
Annual income
$1,721.49
Full BUMGX 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 — BUMGX vs XYLD

📍 BUMGX 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 PeriodBUMGXXYLD
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, BUMGX + XYLD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BUMGX 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.

BUMGX
Annual income on $10K today (after 15% tax)
$805.69/yr
After 10yr DRIP, annual income (after tax)
$1,463.27/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 $1,272.90/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

BUMGX: 50%XYLD: 50%
100% XYLD50/50100% BUMGX
Portfolio after 10yr
$31.4K
Annual income
$2,470.25/yr
Blended yield
7.88%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BUMGX buys
0
XYLD buys
0
No recent congressional trades found for BUMGX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBUMGXXYLD
Forward yield9.48%10.98%
Annual dividend / share$2.00$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.4K$25.3K
Annual income after 10y$1,721.49$3,219.02
Total dividends collected$13.3K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearBUMGX PortfolioBUMGX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,648$947.87$10,818$1,098.39+$830.00BUMGX
2$13,495$1,031.83$11,738$1,222.51+$1.8KBUMGX
3$15,557$1,117.26$12,774$1,364.64+$2.8KBUMGX
4$17,850$1,203.71$13,944$1,527.86+$3.9KBUMGX
5$20,390$1,290.75$15,270$1,715.87+$5.1KBUMGX
6$23,195$1,377.98$16,775$1,933.09+$6.4KBUMGX
7$26,284$1,465.02$18,490$2,184.87+$7.8KBUMGX
8$29,675$1,551.49$20,450$2,477.63+$9.2KBUMGX
9$33,390$1,637.08$22,697$2,819.19+$10.7KBUMGX
10$37,448$1,721.49$25,280$3,219.02+$12.2KBUMGX

BUMGX vs XYLD: Complete Analysis 2026

BUMGXStock

The investment seeks to provide investors with capital appreciation. Under normal market conditions, the fund will invest at least 80% of the value of its net assets (the “80% Test”) in a portfolio, or other investment companies that hold a portfolio, of FLEX Options linked to the index and that are designed to replicate the returns of the twelve 10% Buffer Strategies. The fund is non-diversified.

Full BUMGX 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.