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FUNFX vs QYLD: Dividend Comparison 2026

FUNFX yields 9.43% · QYLD yields 12.24%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 FUNFX wins by $10.8K in total portfolio value
10 years
FUNFX
FUNFX
● Live price
9.43%
Share price
$86.06
Annual div
$8.12
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$37.3K
Annual income
$1,708.62
Full FUNFX calculator →
QYLD
Global X Nasdaq 100 Covered Call ETF
● Live price
12.24%
Share price
$16.70
Annual div
$2.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$6,038.84
Full QYLD calculator →

Portfolio growth — FUNFX vs QYLD

📍 FUNFX 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 PeriodFUNFXQYLD
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, FUNFX + QYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

FUNFX
Annual income on $10K today (after 15% tax)
$801.86/yr
After 10yr DRIP, annual income (after tax)
$1,452.33/yr
QYLD
Annual income on $10K today (after 15% tax)
$1,040.82/yr
After 10yr DRIP, annual income (after tax)
$5,133.01/yr
At 15% tax rate, QYLD beats the other by $3,680.69/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of FUNFX + QYLD for your $10,000?

FUNFX: 50%QYLD: 50%
100% QYLD50/50100% FUNFX
Portfolio after 10yr
$31.9K
Annual income
$3,873.73/yr
Blended yield
12.13%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FUNFX buys
0
QYLD buys
0
No recent congressional trades found for FUNFX or QYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFUNFXQYLD
Forward yield9.43%12.24%
Annual dividend / share$8.12$2.04
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$37.3K$26.5K
Annual income after 10y$1,708.62$6,038.84
Total dividends collected$13.3K$28.5K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: FUNFX vs QYLD ($10,000, DRIP)

YearFUNFX PortfolioFUNFX Income/yrQYLD PortfolioQYLD Income/yrGap
1← crossover$11,643$943.37$10,384$1,224.49+$1.3KFUNFX
2$13,485$1,026.54$10,900$1,388.18+$2.6KFUNFX
3$15,540$1,111.12$11,576$1,590.76+$4.0KFUNFX
4$17,824$1,196.68$12,447$1,844.20+$5.4KFUNFX
5$20,355$1,282.81$13,567$2,164.97+$6.8KFUNFX
6$23,149$1,369.09$15,003$2,576.05+$8.1KFUNFX
7$26,225$1,455.15$16,853$3,110.04+$9.4KFUNFX
8$29,601$1,540.64$19,251$3,813.85+$10.3KFUNFX
9$33,298$1,625.23$22,390$4,756.08+$10.9KFUNFX
10$37,338$1,708.62$26,548$6,038.84+$10.8KFUNFX

FUNFX vs QYLD: Complete Analysis 2026

FUNFXStock

The fund invests primarily in common stocks of companies that appear to offer superior opportunities for capital growth and most of which have a history of paying dividends. It may invest significantly in securities of issuers domiciled outside the United States. The investment adviser uses a system of multiple portfolio managers in managing the fund's assets.

Full FUNFX Calculator →

QYLDETF

The Global X Nasdaq 100 Covered Call ETF (QYLD) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe Nasdaq-100 BuyWrite V2 Index.

Full QYLD 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.