HomeCompareHDGFX vs XYLD

HDGFX vs XYLD: Dividend Comparison 2026

HDGFX yields 13.38% · XYLD yields 10.93%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDGFX wins by $23.1K in total portfolio value
10 years
HDGFX
HDGFX
● Live price
13.38%
Share price
$33.23
Annual div
$4.45
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.2K
Annual income
$3,070.54
Full HDGFX calculator →
XYLD
Global X S&P 500 Covered Call ETF
● Live price
10.93%
Share price
$39.31
Annual div
$4.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$3,189.45
Full XYLD calculator →

Portfolio growth — HDGFX vs XYLD

📍 HDGFX 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 PeriodHDGFXXYLD
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%.
📅

Dividend Calendar Overlap

Combined, HDGFX + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HDGFX
Annual income on $10K today (after 15% tax)
$1,137.09/yr
After 10yr DRIP, annual income (after tax)
$2,609.96/yr
XYLD
Annual income on $10K today (after 15% tax)
$929.36/yr
After 10yr DRIP, annual income (after tax)
$2,711.03/yr
At 15% tax rate, XYLD beats the other by $101.07/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HDGFX: 50%XYLD: 50%
100% XYLD50/50100% HDGFX
Portfolio after 10yr
$36.7K
Annual income
$3,129.99/yr
Blended yield
8.53%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HDGFX buys
0
XYLD buys
0
No recent congressional trades found for HDGFX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHDGFXXYLD
Forward yield13.38%10.93%
Annual dividend / share$4.45$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$48.2K$25.1K
Annual income after 10y$3,070.54$3,189.45
Total dividends collected$21.7K$19.4K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHDGFX PortfolioHDGFX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$12,038$1,337.76$10,813$1,093.36+$1.2KHDGFX
2$14,385$1,505.01$11,727$1,216.35+$2.7KHDGFX
3$17,073$1,680.86$12,756$1,357.11+$4.3KHDGFX
4$20,133$1,864.41$13,917$1,518.69+$6.2KHDGFX
5$23,597$2,054.69$15,232$1,704.71+$8.4KHDGFX
6$27,499$2,250.67$16,725$1,919.54+$10.8KHDGFX
7$31,875$2,451.29$18,425$2,168.40+$13.4KHDGFX
8$36,762$2,655.51$20,367$2,457.63+$16.4KHDGFX
9$42,198$2,862.26$22,592$2,794.87+$19.6KHDGFX
10$48,222$3,070.54$25,149$3,189.45+$23.1KHDGFX

HDGFX vs XYLD: Complete Analysis 2026

HDGFXStock

The fund invests primarily in a portfolio of equity securities that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by the sub-adviser. Under normal market and economic conditions, at least 80% of its net assets are invested in dividend paying equity securities. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

Full HDGFX 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.