HomeCompareEDFAX vs XYLD

EDFAX vs XYLD: Dividend Comparison 2026

EDFAX yields 11.11% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EDFAX wins by $16.4K in total portfolio value
10 years
EDFAX
EDFAX
● Live price
11.11%
Share price
$18.00
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$41.7K
Annual income
$2,227.50
Full EDFAX 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 — EDFAX vs XYLD

📍 EDFAX 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 PeriodEDFAXXYLD
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, EDFAX + XYLD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
EDFAX 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.

EDFAX
Annual income on $10K today (after 15% tax)
$944.44/yr
After 10yr DRIP, annual income (after tax)
$1,893.38/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 $842.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EDFAX: 50%XYLD: 50%
100% XYLD50/50100% EDFAX
Portfolio after 10yr
$33.5K
Annual income
$2,723.26/yr
Blended yield
8.14%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

EDFAX buys
0
XYLD buys
0
No recent congressional trades found for EDFAX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEDFAXXYLD
Forward yield11.11%10.98%
Annual dividend / share$2.00$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$41.7K$25.3K
Annual income after 10y$2,227.50$3,219.02
Total dividends collected$16.6K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearEDFAX PortfolioEDFAX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,811$1,111.11$10,818$1,098.39+$993.00EDFAX
2$13,864$1,226.49$11,738$1,222.51+$2.1KEDFAX
3$16,180$1,345.52$12,774$1,364.64+$3.4KEDFAX
4$18,781$1,467.56$13,944$1,527.86+$4.8KEDFAX
5$21,687$1,591.96$15,270$1,715.87+$6.4KEDFAX
6$24,923$1,718.07$16,775$1,933.09+$8.1KEDFAX
7$28,513$1,845.28$18,490$2,184.87+$10.0KEDFAX
8$32,482$1,972.96$20,450$2,477.63+$12.0KEDFAX
9$36,856$2,100.55$22,697$2,819.19+$14.2KEDFAX
10$41,664$2,227.50$25,280$3,219.02+$16.4KEDFAX

EDFAX vs XYLD: Complete Analysis 2026

EDFAXStock

The investment seeks total return (including capital appreciation and current income). At least 80% of the fund's net assets, plus any borrowings for investment purposes, will be invested in dividend yielding equity securities of companies that meet the fund's ESG standards. The adviser expects to invest primarily in large-cap common stocks, although the fund may invest in companies of any size.

Full EDFAX 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.