Home › Compare › IVE vs XYLD

IVE vs XYLD: Dividend Comparison 2026

IVE yields 1.63% · XYLD yields 10.93%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XYLD wins by $3.1K in total portfolio value· pulled ahead in Year 4
10 years
IVE
IVE
● Live price
1.63%
Share price
$211.49
Annual div
$3.45
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.0K
Annual income
$181.54
Full IVE 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 — IVE vs XYLD

📍 XYLD pulled ahead of the other in Year 4

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodIVEXYLD
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, IVE + XYLD cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

IVE
Annual income on $10K today (after 15% tax)
$138.83/yr
After 10yr DRIP, annual income (after tax)
$154.31/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 $2,556.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IVE: 50%XYLD: 50%
100% XYLD50/50100% IVE
Portfolio after 10yr
$23.6K
Annual income
$1,685.49/yr
Blended yield
7.14%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IVE buys
1
XYLD buys
0
PoliticianChamberTickerTypeAmountDate
David P. Joyce🏢 House$IVE▲ Buy$1,001 - $15,0002019-12-31
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVEXYLD
Forward yield1.63%10.93% ✓
Annual dividend / share$3.45$4.30 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.0K$25.1K ✓
Annual income after 10y$181.54$3,189.45 ✓
Total dividends collected$1.7K$19.4K ✓
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIVE PortfolioIVE Income/yrXYLD PortfolioXYLD Income/yrGap
1$10,863$163.32$10,813$1,093.36+$50.00 → IVE
2$11,790$165.82$11,727$1,216.35+$63.00 → IVE
3$12,783$168.18$12,756$1,357.11+$27.00 → IVE
4← crossover$13,848$170.42$13,917$1,518.69$69.00 → XYLD
5$14,990$172.55$15,232$1,704.71$242.00 → XYLD
6$16,214$174.56$16,725$1,919.54$511.00 → XYLD
7$17,525$176.46$18,425$2,168.40$900.00 → XYLD
8$18,931$178.25$20,367$2,457.63$1.4K → XYLD
9$20,436$179.95$22,592$2,794.87$2.2K → XYLD
10$22,048$181.54$25,149$3,189.45$3.1K → XYLD

IVE vs XYLD: Complete Analysis 2026

IVE — Stock

The iShares S&P 500 Value ETF seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit value characteristics.

Full IVE Calculator →

XYLD — ETF

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 →
📬

Get this IVE vs XYLD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IVE vs SCHDIVE vs JEPIIVE vs OIVE vs KOIVE vs MAINIVE vs QYLDIVE vs JEPQIVE vs RYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.