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IWFG vs XYLD: Dividend Comparison 2026

IWFG yields 5.48% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IWFG wins by $3.4K in total portfolio value
10 years
IWFG
IWFG
● Live price
5.48%
Share price
$46.46
Annual div
$2.55
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.7K
Annual income
$777.48
Full IWFG 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 — IWFG vs XYLD

📍 IWFG pulled ahead of the other in Year 1

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 PeriodIWFGXYLD
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, IWFG + XYLD cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

IWFG
Annual income on $10K today (after 15% tax)
$465.75/yr
After 10yr DRIP, annual income (after tax)
$660.86/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 $2,075.31/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IWFG: 50%XYLD: 50%
100% XYLD50/50100% IWFG
Portfolio after 10yr
$27.0K
Annual income
$1,998.25/yr
Blended yield
7.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IWFG buys
0
XYLD buys
0
No recent congressional trades found for IWFG or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIWFGXYLD
Forward yield5.48%10.98% ✓
Annual dividend / share$2.55$4.30 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.7K ✓$25.3K
Annual income after 10y$777.48$3,219.02 ✓
Total dividends collected$6.7K$19.6K ✓
Payment frequencyquarterlymonthly
SectorStockETF

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

YearIWFG PortfolioIWFG Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,248$547.94$10,818$1,098.39+$430.00 → IWFG
2$12,611$576.00$11,738$1,222.51+$873.00 → IWFG
3$14,098$603.57$12,774$1,364.64+$1.3K → IWFG
4$15,715$630.56$13,944$1,527.86+$1.8K → IWFG
5$17,472$656.92$15,270$1,715.87+$2.2K → IWFG
6$19,378$682.58$16,775$1,933.09+$2.6K → IWFG
7$21,442$707.51$18,490$2,184.87+$3.0K → IWFG
8$23,674$731.65$20,450$2,477.63+$3.2K → IWFG
9$26,086$754.98$22,697$2,819.19+$3.4K → IWFG
10$28,690$777.48$25,280$3,219.02+$3.4K → IWFG

IWFG vs XYLD: Complete Analysis 2026

IWFG — Stock

NYLI Winslow Focused Large Cap Growth ETF seeks long-term growth of capital through its differentiated portfolio exposure.

Full IWFG 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 →
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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.