HomeCompareHULEX vs XYLD

HULEX vs XYLD: Dividend Comparison 2026

HULEX yields 1.52% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XYLD wins by $3.4K in total portfolio value· pulled ahead in Year 3
10 years
HULEX
HULEX
● Live price
1.52%
Share price
$35.10
Annual div
$0.53
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.9K
Annual income
$168.12
Full HULEX 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 — HULEX vs XYLD

📍 XYLD pulled ahead of the other in Year 3

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 PeriodHULEXXYLD
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, HULEX + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

HULEX
Annual income on $10K today (after 15% tax)
$129.48/yr
After 10yr DRIP, annual income (after tax)
$142.90/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 $2,593.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HULEX: 50%XYLD: 50%
100% XYLD50/50100% HULEX
Portfolio after 10yr
$23.6K
Annual income
$1,693.57/yr
Blended yield
7.18%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HULEX buys
0
XYLD buys
0
No recent congressional trades found for HULEX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHULEXXYLD
Forward yield1.52%10.98%
Annual dividend / share$0.53$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.9K$25.3K
Annual income after 10y$168.12$3,219.02
Total dividends collected$1.6K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearHULEX PortfolioHULEX Income/yrXYLD PortfolioXYLD Income/yrGap
1$10,852$152.32$10,818$1,098.39+$34.00HULEX
2$11,766$154.49$11,738$1,222.51+$28.00HULEX
3← crossover$12,747$156.55$12,774$1,364.64$27.00XYLD
4$13,797$158.50$13,944$1,527.86$147.00XYLD
5$14,924$160.34$15,270$1,715.87$346.00XYLD
6$16,130$162.08$16,775$1,933.09$645.00XYLD
7$17,423$163.72$18,490$2,184.87$1.1KXYLD
8$18,808$165.28$20,450$2,477.63$1.6KXYLD
9$20,291$166.74$22,697$2,819.19$2.4KXYLD
10$21,880$168.12$25,280$3,219.02$3.4KXYLD

HULEX vs XYLD: Complete Analysis 2026

HULEXStock

The fund invests primarily in a diversified portfolio of common stocks, normally investing at least 80% of its net assets (plus borrowings for investment purposes) in large capitalization U.S. companies (large cap companies) whose stocks are considered by the adviser to be undervalued. The adviser currently considers large cap companies to be those with market capitalizations in the range of those found in the Bloomberg U.S. 1000® Value Index, although the portfolio will generally consist of stocks with a market capitalization of $1 billion or above at time of initial purchase.

Full HULEX 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.