HomeCompareCWGFX vs XYLD

CWGFX vs XYLD: Dividend Comparison 2026

CWGFX yields 10.67% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CWGFX wins by $15.2K in total portfolio value
10 years
CWGFX
CWGFX
● Live price
10.67%
Share price
$70.15
Annual div
$7.49
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.5K
Annual income
$2,083.91
Full CWGFX 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 — CWGFX vs XYLD

📍 CWGFX 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 PeriodCWGFXXYLD
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, CWGFX + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

CWGFX
Annual income on $10K today (after 15% tax)
$907.20/yr
After 10yr DRIP, annual income (after tax)
$1,771.32/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 $964.84/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

CWGFX: 50%XYLD: 50%
100% XYLD50/50100% CWGFX
Portfolio after 10yr
$32.9K
Annual income
$2,651.46/yr
Blended yield
8.06%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CWGFX buys
0
XYLD buys
0
No recent congressional trades found for CWGFX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCWGFXXYLD
Forward yield10.67%10.98%
Annual dividend / share$7.49$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.5K$25.3K
Annual income after 10y$2,083.91$3,219.02
Total dividends collected$15.7K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearCWGFX PortfolioCWGFX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,767$1,067.30$10,818$1,098.39+$949.00CWGFX
2$13,765$1,173.76$11,738$1,222.51+$2.0KCWGFX
3$16,011$1,283.18$12,774$1,364.64+$3.2KCWGFX
4$18,527$1,394.97$13,944$1,527.86+$4.6KCWGFX
5$21,333$1,508.56$15,270$1,715.87+$6.1KCWGFX
6$24,449$1,623.35$16,775$1,933.09+$7.7KCWGFX
7$27,900$1,738.81$18,490$2,184.87+$9.4KCWGFX
8$31,707$1,854.38$20,450$2,477.63+$11.3KCWGFX
9$35,896$1,969.57$22,697$2,819.19+$13.2KCWGFX
10$40,493$2,083.91$25,280$3,219.02+$15.2KCWGFX

CWGFX vs XYLD: Complete Analysis 2026

CWGFXStock

The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances the fund will invest a significant portion of its assets in securities of issuers domiciled in a number of countries outside the United States, and such investments may include securities domiciled in developing countries.

Full CWGFX 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.