HomeCompareFHATX vs XYLD

FHATX vs XYLD: Dividend Comparison 2026

FHATX yields 3.07% · XYLD yields 11.20%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XYLD wins by $1.5K in total portfolio value· pulled ahead in Year 8
10 years
FHATX
FHATX
● Live price
3.07%
Share price
$12.42
Annual div
$0.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.3K
Annual income
$373.79
Full FHATX calculator →
XYLD
Global X S&P 500 Covered Call ETF
● Live price
11.20%
Share price
$38.36
Annual div
$4.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.9K
Annual income
$3,351.03
Full XYLD calculator →

Portfolio growth — FHATX vs XYLD

📍 XYLD pulled ahead of the other in Year 8

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 PeriodFHATXXYLD
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, FHATX + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FHATX
Annual income on $10K today (after 15% tax)
$260.75/yr
After 10yr DRIP, annual income (after tax)
$317.72/yr
XYLD
Annual income on $10K today (after 15% tax)
$952.37/yr
After 10yr DRIP, annual income (after tax)
$2,848.38/yr
At 15% tax rate, XYLD beats the other by $2,530.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FHATX: 50%XYLD: 50%
100% XYLD50/50100% FHATX
Portfolio after 10yr
$25.1K
Annual income
$1,862.40/yr
Blended yield
7.42%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FHATX buys
0
XYLD buys
0
No recent congressional trades found for FHATX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFHATXXYLD
Forward yield3.07%11.20%
Annual dividend / share$0.38$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$24.3K$25.9K
Annual income after 10y$373.79$3,351.03
Total dividends collected$3.4K$20.2K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearFHATX PortfolioFHATX Income/yrXYLD PortfolioXYLD Income/yrGap
1$11,007$306.76$10,840$1,120.44+$167.00FHATX
2$12,093$315.56$11,786$1,249.59+$307.00FHATX
3$13,263$324.01$12,854$1,397.78+$409.00FHATX
4$14,524$332.13$14,063$1,568.33+$461.00FHATX
5$15,880$339.90$15,434$1,765.19+$446.00FHATX
6$17,339$347.33$16,995$1,993.14+$344.00FHATX
7$18,908$354.43$18,777$2,257.95+$131.00FHATX
8← crossover$20,592$361.20$20,818$2,566.58$226.00XYLD
9$22,401$367.65$23,163$2,927.50$762.00XYLD
10$24,343$373.79$25,865$3,351.03$1.5KXYLD

FHATX vs XYLD: Complete Analysis 2026

FHATXStock

The investment seeks high total return until its target retirement date; thereafter the fund's objective will be to seek high current income and, as a secondary objective, capital appreciation. The fund invests primarily in a combination of Fidelity® U.S. equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity® funds). The adviser allocates assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom® Blend Income Fund, approximately 10 to 19 years after the year 2030.

Full FHATX 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.