HomeCompareFGRSX vs XYLD

FGRSX vs XYLD: Dividend Comparison 2026

FGRSX yields 9.52% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FGRSX wins by $12.3K in total portfolio value
10 years
FGRSX
FGRSX
● Live price
9.52%
Share price
$43.37
Annual div
$4.13
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.5K
Annual income
$1,732.52
Full FGRSX 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 — FGRSX vs XYLD

📍 FGRSX 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 PeriodFGRSXXYLD
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, FGRSX + XYLD cover 0 of 12 monthsgood coverage

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

FGRSX
Annual income on $10K today (after 15% tax)
$808.96/yr
After 10yr DRIP, annual income (after tax)
$1,472.64/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 $1,263.52/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FGRSX: 50%XYLD: 50%
100% XYLD50/50100% FGRSX
Portfolio after 10yr
$31.4K
Annual income
$2,475.77/yr
Blended yield
7.88%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FGRSX buys
0
XYLD buys
0
No recent congressional trades found for FGRSX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFGRSXXYLD
Forward yield9.52%10.98%
Annual dividend / share$4.13$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.5K$25.3K
Annual income after 10y$1,732.52$3,219.02
Total dividends collected$13.4K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFGRSX PortfolioFGRSX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,652$951.71$10,818$1,098.39+$834.00FGRSX
2$13,504$1,036.36$11,738$1,222.51+$1.8KFGRSX
3$15,571$1,122.51$12,774$1,364.64+$2.8KFGRSX
4$17,871$1,209.72$13,944$1,527.86+$3.9KFGRSX
5$20,420$1,297.55$15,270$1,715.87+$5.2KFGRSX
6$23,235$1,385.60$16,775$1,933.09+$6.5KFGRSX
7$26,335$1,473.47$18,490$2,184.87+$7.8KFGRSX
8$29,739$1,560.80$20,450$2,477.63+$9.3KFGRSX
9$33,468$1,647.25$22,697$2,819.19+$10.8KFGRSX
10$37,543$1,732.52$25,280$3,219.02+$12.3KFGRSX

FGRSX vs XYLD: Complete Analysis 2026

FGRSXStock

The investment seeks long-term capital growth. The fund pursues its investment objective of long-term capital growth by investing primarily in a portfolio of equity securities issued by foreign companies that the fund's investment adviser, Federated Global Investment Management Corp. (the "Adviser"), has deemed as the best opportunities across its investable universe relative to the company's competitive position or its growth prospects. The Adviser expects that, normally, the fund will be invested primarily in foreign stocks in developed markets.

Full FGRSX 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.