Is CAAPX or XYLD a better dividend investment in 2026?

CAAPX currently yields 13.12% with a 5% 5-year dividend growth rate. XYLD yields 10.98% with 0.5% growth. The better choice depends on your goal: CAAPX offers higher current income.

What is the dividend yield difference between CAAPX and XYLD?

CAAPX has a forward dividend yield of 13.12% ($4.96/share annually). XYLD yields 10.98% ($4.30/share annually). The yield gap is 2.14 percentage points.

Home › Compare › CAAPX vs XYLD

CAAPX vs XYLD: Dividend Comparison 2026

CAAPX yields 13.12% · XYLD yields 10.98%● Live data

vsPost on X →

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

🏆 CAAPX wins by $22.2K in total portfolio value

INVESTMENT

TIME HORIZON10 years

CAAPX

● Live price

13.12%

Share price

$37.82

Annual div

$4.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$47.4K

Annual income

$2,966.07

Full CAAPX 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 — CAAPX vs XYLD

📍 CAAPX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	CAAPX	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, CAAPX + XYLD cover 0 of 12 months — good coverage

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

CAAPX 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.

CAAPX

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

$1,115.27/yr

After 10yr DRIP, annual income (after tax)

$2,521.16/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 $215.01/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 CAAPX + XYLD for your $10,000?

CAAPX: 50%XYLD: 50%

100% XYLD50/50100% CAAPX

Portfolio after 10yr

$36.4K

Annual income

$3,092.55/yr

Blended yield

8.51%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAAPX buys

XYLD buys

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

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

MetricCAAPXXYLD

Forward yield	13.12% ✓	10.98%
Annual dividend / share	$4.96 ✓	$4.30
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$47.4K ✓	$25.3K
Annual income after 10y	$2,966.07	$3,219.02 ✓
Total dividends collected	$21.1K ✓	$19.6K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	CAAPX Portfolio	CAAPX Income/yr	XYLD Portfolio	XYLD Income/yr	Gap
1← crossover	$12,012	$1,312.08	$10,818	$1,098.39	+$1.2K → CAAPX
2	$14,326	$1,472.97	$11,738	$1,222.51	+$2.6K → CAAPX
3	$16,970	$1,641.78	$12,774	$1,364.64	+$4.2K → CAAPX
4	$19,976	$1,817.62	$13,944	$1,527.86	+$6.0K → CAAPX
5	$23,374	$1,999.56	$15,270	$1,715.87	+$8.1K → CAAPX
6	$27,197	$2,186.61	$16,775	$1,933.09	+$10.4K → CAAPX
7	$31,478	$2,377.79	$18,490	$2,184.87	+$13.0K → CAAPX
8	$36,254	$2,572.08	$20,450	$2,477.63	+$15.8K → CAAPX
9	$41,560	$2,768.49	$22,697	$2,819.19	+$18.9K → CAAPX
10	$47,435	$2,966.07	$25,280	$3,219.02	+$22.2K → CAAPX

CAAPX vs XYLD: Complete Analysis 2026

CAAPX — Stock

The fund invests in mid-capitalization undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies that have market capitalizations within the range of the companies in the Russell Midcap® Index, measured at the time of initial purchase. The fund’s strategy is rooted in the contrarian investment philosophy of the Adviser, which depends on three interrelated tenets: patience, focus and independent thinking.

Full CAAPX 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.