HomeCompareJAGG vs XYLD

JAGG vs XYLD: Dividend Comparison 2026

JAGG yields 4.22% · XYLD yields 11.20%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JAGG wins by $480.00 in total portfolio value
10 years
JAGG
JAGG
● Live price
4.22%
Share price
$47.25
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.3K
Annual income
$553.66
Full JAGG calculator →
XYLD
Global X S&P 500 Covered Call ETF
● Live price
11.20%
Share price
$38.36
Annual div
$4.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.9K
Annual income
$3,351.03
Full XYLD calculator →

Portfolio growth — JAGG vs XYLD

📍 JAGG 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 PeriodJAGGXYLD
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, JAGG + XYLD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JAGG pays
XYLD pays
Both pay
Neither
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Tax Bracket Optimizer

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

JAGG
Annual income on $10K today (after 15% tax)
$358.94/yr
After 10yr DRIP, annual income (after tax)
$470.61/yr
XYLD
Annual income on $10K today (after 15% tax)
$952.37/yr
After 10yr DRIP, annual income (after tax)
$2,848.38/yr
At 15% tax rate, XYLD beats the other by $2,377.76/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JAGG: 50%XYLD: 50%
100% XYLD50/50100% JAGG
Portfolio after 10yr
$26.1K
Annual income
$1,952.34/yr
Blended yield
7.48%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAGG buys
0
XYLD buys
0
No recent congressional trades found for JAGG or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJAGGXYLD
Forward yield4.22%11.20%
Annual dividend / share$2.00$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.3K$25.9K
Annual income after 10y$553.66$3,351.03
Total dividends collected$4.9K$20.2K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJAGG PortfolioJAGG Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,122$422.28$10,840$1,120.44+$282.00JAGG
2$12,340$438.95$11,786$1,249.59+$554.00JAGG
3$13,659$455.14$12,854$1,397.78+$805.00JAGG
4$15,086$470.83$14,063$1,568.33+$1.0KJAGG
5$16,628$485.99$15,434$1,765.19+$1.2KJAGG
6$18,292$500.63$16,995$1,993.14+$1.3KJAGG
7$20,087$514.71$18,777$2,257.95+$1.3KJAGG
8$22,022$528.25$20,818$2,566.58+$1.2KJAGG
9$24,104$541.23$23,163$2,927.50+$941.00JAGG
10$26,345$553.66$25,865$3,351.03+$480.00JAGG

JAGG vs XYLD: Complete Analysis 2026

JAGGStock

Under normal circumstances, the fund invests at least 80% of its assets in bonds denominated in U.S. dollars. The fund is actively managed and seeks to provide long-term return by principally investing in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities, all of which are rated investment grade by a nationally recognized statistical rating organization or that are unrated but are deemed by the fund's adviser, J.P. Morgan Investment Management Inc. to be of comparable quality.

Full JAGG 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.