HomeCompareCAGEX vs XYLD

CAGEX vs XYLD: Dividend Comparison 2026

CAGEX yields 16.84% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CAGEX wins by $34.8K in total portfolio value
10 years
CAGEX
CAGEX
● Live price
16.84%
Share price
$16.41
Annual div
$2.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$60.0K
Annual income
$4,733.52
Full CAGEX 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 — CAGEX vs XYLD

📍 CAGEX 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 PeriodCAGEXXYLD
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, CAGEX + XYLD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CAGEX pays
XYLD pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

CAGEX
Annual income on $10K today (after 15% tax)
$1,431.28/yr
After 10yr DRIP, annual income (after tax)
$4,023.49/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, CAGEX beats the other by $1,287.33/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CAGEX: 50%XYLD: 50%
100% XYLD50/50100% CAGEX
Portfolio after 10yr
$42.7K
Annual income
$3,976.27/yr
Blended yield
9.32%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAGEX buys
0
XYLD buys
0
No recent congressional trades found for CAGEX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCAGEXXYLD
Forward yield16.84%10.98%
Annual dividend / share$2.76$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$60.0K$25.3K
Annual income after 10y$4,733.52$3,219.02
Total dividends collected$31.1K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCAGEX PortfolioCAGEX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$12,384$1,683.86$10,818$1,098.39+$1.6KCAGEX
2$15,200$1,948.85$11,738$1,222.51+$3.5KCAGEX
3$18,499$2,235.47$12,774$1,364.64+$5.7KCAGEX
4$22,337$2,542.74$13,944$1,527.86+$8.4KCAGEX
5$26,770$2,869.39$15,270$1,715.87+$11.5KCAGEX
6$31,857$3,213.88$16,775$1,933.09+$15.1KCAGEX
7$37,662$3,574.48$18,490$2,184.87+$19.2KCAGEX
8$44,248$3,949.31$20,450$2,477.63+$23.8KCAGEX
9$51,681$4,336.35$22,697$2,819.19+$29.0KCAGEX
10$60,032$4,733.52$25,280$3,219.02+$34.8KCAGEX

CAGEX vs XYLD: Complete Analysis 2026

CAGEXStock

The investment seeks long-term capital growth. The fund invests primarily in a globally-diversified portfolio of equity securities. It normally invests at least 80% of its net assets (plus any borrowings) in equity securities, including convertible securities convertible into equity securities. The fund's portfolio may include securities of well-established companies with large market capitalizations as well as small, unseasoned companies. It invests at least 40% of its assets in securities of foreign issuers. The fund may invest in securities of issuers in emerging markets to a significant extent.

Full CAGEX 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.