Is BWBFX or XYLD a better dividend investment in 2026?

BWBFX currently yields 8.11% with a 5% 5-year dividend growth rate. XYLD yields 10.98% with 0.5% growth. The better choice depends on your goal: XYLD offers higher current income.

What is the dividend yield difference between BWBFX and XYLD?

BWBFX has a forward dividend yield of 8.11% ($1.60/share annually). XYLD yields 10.98% ($4.30/share annually). The yield gap is 2.87 percentage points.

Home › Compare › BWBFX vs XYLD

BWBFX vs XYLD: Dividend Comparison 2026

BWBFX yields 8.11% · XYLD yields 10.98%● Live data

vsPost on X →

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

🏆 BWBFX wins by $8.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BWBFX

● Live price

8.11%

Share price

$19.71

Annual div

$1.60

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$34.2K

Annual income

$1,355.06

Full BWBFX 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 — BWBFX vs XYLD

📍 BWBFX 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 Period	BWBFX	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%.

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Dividend Calendar Overlap

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

Jan

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Feb

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Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BWBFX 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.

BWBFX

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

$689.49/yr

After 10yr DRIP, annual income (after tax)

$1,151.80/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 $1,584.37/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

BWBFX: 50%XYLD: 50%

100% XYLD50/50100% BWBFX

Portfolio after 10yr

$29.7K

Annual income

$2,287.04/yr

Blended yield

7.69%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BWBFX buys

XYLD buys

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

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

MetricBWBFXXYLD

Forward yield	8.11%	10.98% ✓
Annual dividend / share	$1.60	$4.30 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$34.2K ✓	$25.3K
Annual income after 10y	$1,355.06	$3,219.02 ✓
Total dividends collected	$10.9K	$19.6K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	BWBFX Portfolio	BWBFX Income/yr	XYLD Portfolio	XYLD Income/yr	Gap
1← crossover	$11,511	$811.16	$10,818	$1,098.39	+$693.00 → BWBFX
2	$13,190	$872.66	$11,738	$1,222.51	+$1.5K → BWBFX
3	$15,047	$934.48	$12,774	$1,364.64	+$2.3K → BWBFX
4	$17,097	$996.36	$13,944	$1,527.86	+$3.2K → BWBFX
5	$19,352	$1,058.02	$15,270	$1,715.87	+$4.1K → BWBFX
6	$21,826	$1,119.21	$16,775	$1,933.09	+$5.1K → BWBFX
7	$24,533	$1,179.70	$18,490	$2,184.87	+$6.0K → BWBFX
8	$27,490	$1,239.30	$20,450	$2,477.63	+$7.0K → BWBFX
9	$30,712	$1,297.80	$22,697	$2,819.19	+$8.0K → BWBFX
10	$34,217	$1,355.06	$25,280	$3,219.02	+$8.9K → BWBFX

BWBFX vs XYLD: Complete Analysis 2026

BWBFX — Stock

The fund invests, at any given time, in the securities of a select number of Baron mutual funds (the "underlying funds"), representing specific investment strategies. It normally invests in a variety of domestic and international equity funds. The Adviser seeks to invest in businesses that the Adviser believes have significant opportunities for growth, sustainable competitive advantages, exceptional management, and an attractive valuation.

Full BWBFX 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 →

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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.