HomeCompareCSMZX vs XYLD

CSMZX vs XYLD: Dividend Comparison 2026

CSMZX yields 0.03% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XYLD wins by $5.6K in total portfolio value
10 years
CSMZX
CSMZX
● Live price
0.03%
Share price
$23.54
Annual div
$0.01
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.7K
Annual income
$3.43
Full CSMZX 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 — CSMZX vs XYLD

📍 XYLD 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 PeriodCSMZXXYLD
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, CSMZX + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CSMZX
Annual income on $10K today (after 15% tax)
$2.91/yr
After 10yr DRIP, annual income (after tax)
$2.92/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 $2,733.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CSMZX: 50%XYLD: 50%
100% XYLD50/50100% CSMZX
Portfolio after 10yr
$22.5K
Annual income
$1,611.22/yr
Blended yield
7.16%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CSMZX buys
0
XYLD buys
0
No recent congressional trades found for CSMZX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCSMZXXYLD
Forward yield0.03%10.98%
Annual dividend / share$0.01$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$19.7K$25.3K
Annual income after 10y$3.43$3,219.02
Total dividends collected$34.00$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCSMZX PortfolioCSMZX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$10,703$3.42$10,818$1,098.39$115.00XYLD
2$11,456$3.42$11,738$1,222.51$282.00XYLD
3$12,261$3.42$12,774$1,364.64$513.00XYLD
4$13,123$3.42$13,944$1,527.86$821.00XYLD
5$14,045$3.42$15,270$1,715.87$1.2KXYLD
6$15,032$3.42$16,775$1,933.09$1.7KXYLD
7$16,087$3.42$18,490$2,184.87$2.4KXYLD
8$17,217$3.42$20,450$2,477.63$3.2KXYLD
9$18,426$3.43$22,697$2,819.19$4.3KXYLD
10$19,719$3.43$25,280$3,219.02$5.6KXYLD

CSMZX vs XYLD: Complete Analysis 2026

CSMZXStock

The investment seeks long-term growth of capital. Under normal circumstances, at least 80% of the fund's net assets will be invested in mid cap equity securities. The fund's portfolio managers consider mid-capitalization companies to be those companies that, at the time of initial purchase, have market capitalizations greater than $1 billion and equal to or less than the largest company in the Russell Midcap® Index during the most recent 12-month period. It maintains a portfolio of investments diversified across companies and economic sectors.

Full CSMZX 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.