HomeCompareFAMVX vs XYLD

FAMVX vs XYLD: Dividend Comparison 2026

FAMVX yields 4.97% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FAMVX wins by $2.4K in total portfolio value
10 years
FAMVX
FAMVX
● Live price
4.97%
Share price
$98.01
Annual div
$4.87
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.7K
Annual income
$682.50
Full FAMVX 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 — FAMVX vs XYLD

📍 FAMVX 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 PeriodFAMVXXYLD
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, FAMVX + XYLD cover 0 of 12 monthsgood coverage

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

FAMVX
Annual income on $10K today (after 15% tax)
$422.20/yr
After 10yr DRIP, annual income (after tax)
$580.13/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 $2,156.04/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FAMVX: 50%XYLD: 50%
100% XYLD50/50100% FAMVX
Portfolio after 10yr
$26.5K
Annual income
$1,950.76/yr
Blended yield
7.36%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FAMVX buys
0
XYLD buys
0
No recent congressional trades found for FAMVX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFAMVXXYLD
Forward yield4.97%10.98%
Annual dividend / share$4.87$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.7K$25.3K
Annual income after 10y$682.50$3,219.02
Total dividends collected$5.9K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFAMVX PortfolioFAMVX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,197$496.70$10,818$1,098.39+$379.00FAMVX
2$12,500$519.76$11,738$1,222.51+$762.00FAMVX
3$13,918$542.31$12,774$1,364.64+$1.1KFAMVX
4$15,456$564.30$13,944$1,527.86+$1.5KFAMVX
5$17,124$585.68$15,270$1,715.87+$1.9KFAMVX
6$18,929$606.42$16,775$1,933.09+$2.2KFAMVX
7$20,880$626.50$18,490$2,184.87+$2.4KFAMVX
8$22,988$645.87$20,450$2,477.63+$2.5KFAMVX
9$25,261$664.55$22,697$2,819.19+$2.6KFAMVX
10$27,712$682.50$25,280$3,219.02+$2.4KFAMVX

FAMVX vs XYLD: Complete Analysis 2026

FAMVXStock

The fund's adviser employs a "value approach" in making its common stock selections. Generally, the adviser will attempt to remain fully invested in common stocks and securities that are convertible into common stocks, such as convertible bonds and convertible preferred stocks. The fund may invest in the securities of issuers of all sizes and market capitalizations. It may also invest in the securities of both domestic and foreign issuers and it may invest in shares of other investment companies, including exchange-traded funds ("ETFs").

Full FAMVX 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.