HomeCompareCSVFX vs QYLD

CSVFX vs QYLD: Dividend Comparison 2026

CSVFX yields 4.86% · QYLD yields 12.24%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CSVFX wins by $964.00 in total portfolio value
10 years
CSVFX
CSVFX
● Live price
4.86%
Share price
$23.56
Annual div
$1.15
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$663.37
Full CSVFX calculator →
QYLD
Global X Nasdaq 100 Covered Call ETF
● Live price
12.24%
Share price
$16.70
Annual div
$2.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$6,038.84
Full QYLD calculator →

Portfolio growth — CSVFX vs QYLD

📍 CSVFX 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 PeriodCSVFXQYLD
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%.
📅

Dividend Calendar Overlap

Combined, CSVFX + QYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CSVFX
Annual income on $10K today (after 15% tax)
$413.13/yr
After 10yr DRIP, annual income (after tax)
$563.86/yr
QYLD
Annual income on $10K today (after 15% tax)
$1,040.82/yr
After 10yr DRIP, annual income (after tax)
$5,133.01/yr
At 15% tax rate, QYLD beats the other by $4,569.15/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of CSVFX + QYLD for your $10,000?

CSVFX: 50%QYLD: 50%
100% QYLD50/50100% CSVFX
Portfolio after 10yr
$27.0K
Annual income
$3,351.11/yr
Blended yield
12.40%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CSVFX buys
0
QYLD buys
0
No recent congressional trades found for CSVFX or QYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCSVFXQYLD
Forward yield4.86%12.24%
Annual dividend / share$1.15$2.04
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.5K$26.5K
Annual income after 10y$663.37$6,038.84
Total dividends collected$5.8K$28.5K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: CSVFX vs QYLD ($10,000, DRIP)

YearCSVFX PortfolioCSVFX Income/yrQYLD PortfolioQYLD Income/yrGap
1← crossover$11,186$486.03$10,384$1,224.49+$802.00CSVFX
2$12,477$508.11$10,900$1,388.18+$1.6KCSVFX
3$13,880$529.68$11,576$1,590.76+$2.3KCSVFX
4$15,403$550.69$12,447$1,844.20+$3.0KCSVFX
5$17,052$571.11$13,567$2,164.97+$3.5KCSVFX
6$18,836$590.90$15,003$2,576.05+$3.8KCSVFX
7$20,765$610.04$16,853$3,110.04+$3.9KCSVFX
8$22,847$628.51$19,251$3,813.85+$3.6KCSVFX
9$25,093$646.28$22,390$4,756.08+$2.7KCSVFX
10$27,512$663.37$26,548$6,038.84+$964.00CSVFX

CSVFX vs QYLD: Complete Analysis 2026

CSVFXStock

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in income-producing (dividend-paying) equity securities of foreign companies. The advisor focuses its investments on securities of companies believed to be attractively valued and to have the potential for long-term growth. The fund may invest in companies that have market capitalizations of any size. The advisor may at times emphasize one or more sectors in selecting its investments, including the financial services sector.

Full CSVFX Calculator →

QYLDETF

The Global X Nasdaq 100 Covered Call ETF (QYLD) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe Nasdaq-100 BuyWrite V2 Index.

Full QYLD 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.