Is CAREX or XYLD a better dividend investment in 2026?

CAREX currently yields 10.83% 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 CAREX and XYLD?

CAREX has a forward dividend yield of 10.83% ($2.00/share annually). XYLD yields 10.98% ($4.30/share annually). The yield gap is 0.15 percentage points.

Home › Compare › CAREX vs XYLD

CAREX vs XYLD: Dividend Comparison 2026

CAREX yields 10.83% · XYLD yields 10.98%● Live data

vsPost on X →

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

🏆 CAREX wins by $15.6K in total portfolio value

INVESTMENT

TIME HORIZON10 years

CAREX

● Live price

10.83%

Share price

$18.47

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$40.9K

Annual income

$2,134.16

Full CAREX 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 — CAREX vs XYLD

📍 CAREX 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	CAREX	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, CAREX + XYLD cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

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Sep

—

Oct

—

Nov

—

Dec

—

CAREX 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.

CAREX

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

$920.41/yr

After 10yr DRIP, annual income (after tax)

$1,814.04/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 $922.13/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 CAREX + XYLD for your $10,000?

CAREX: 50%XYLD: 50%

100% XYLD50/50100% CAREX

Portfolio after 10yr

$33.1K

Annual income

$2,676.59/yr

Blended yield

8.09%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CAREX buys

XYLD buys

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

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

MetricCAREXXYLD

Forward yield	10.83%	10.98% ✓
Annual dividend / share	$2.00	$4.30 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$40.9K ✓	$25.3K
Annual income after 10y	$2,134.16	$3,219.02 ✓
Total dividends collected	$16.0K	$19.6K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	CAREX Portfolio	CAREX Income/yr	XYLD Portfolio	XYLD Income/yr	Gap
1← crossover	$11,783	$1,082.84	$10,818	$1,098.39	+$965.00 → CAREX
2	$13,800	$1,192.42	$11,738	$1,222.51	+$2.1K → CAREX
3	$16,071	$1,305.20	$12,774	$1,364.64	+$3.3K → CAREX
4	$18,617	$1,420.57	$13,944	$1,527.86	+$4.7K → CAREX
5	$21,458	$1,537.92	$15,270	$1,715.87	+$6.2K → CAREX
6	$24,617	$1,656.65	$16,775	$1,933.09	+$7.8K → CAREX
7	$28,116	$1,776.19	$18,490	$2,184.87	+$9.6K → CAREX
8	$31,980	$1,895.96	$20,450	$2,477.63	+$11.5K → CAREX
9	$36,234	$2,015.45	$22,697	$2,819.19	+$13.5K → CAREX
10	$40,905	$2,134.16	$25,280	$3,219.02	+$15.6K → CAREX

CAREX vs XYLD: Complete Analysis 2026

CAREX — Stock

Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in securities of companies that demonstrate a commitment to sustainability solutions. It may invest in equity securities issued by companies of any market capitalization located throughout the world, including the United States.

Full CAREX 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.