HomeCompareJAOSX vs XYLD

JAOSX vs XYLD: Dividend Comparison 2026

JAOSX yields 1.19% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XYLD wins by $3.9K in total portfolio value· pulled ahead in Year 2
10 years
JAOSX
JAOSX
● Live price
1.19%
Share price
$57.44
Annual div
$0.68
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.4K
Annual income
$128.23
Full JAOSX 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 — JAOSX vs XYLD

📍 XYLD pulled ahead of the other in Year 2

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 PeriodJAOSXXYLD
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, JAOSX + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JAOSX
Annual income on $10K today (after 15% tax)
$100.91/yr
After 10yr DRIP, annual income (after tax)
$109.00/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 $2,627.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JAOSX: 50%XYLD: 50%
100% XYLD50/50100% JAOSX
Portfolio after 10yr
$23.3K
Annual income
$1,673.62/yr
Blended yield
7.17%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAOSX buys
0
XYLD buys
0
No recent congressional trades found for JAOSX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJAOSXXYLD
Forward yield1.19%10.98%
Annual dividend / share$0.68$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.4K$25.3K
Annual income after 10y$128.23$3,219.02
Total dividends collected$1.2K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJAOSX PortfolioJAOSX Income/yrXYLD PortfolioXYLD Income/yrGap
1$10,819$118.72$10,818$1,098.39+$1.00JAOSX
2← crossover$11,696$120.04$11,738$1,222.51$42.00XYLD
3$12,636$121.28$12,774$1,364.64$138.00XYLD
4$13,643$122.46$13,944$1,527.86$301.00XYLD
5$14,722$123.57$15,270$1,715.87$548.00XYLD
6$15,877$124.61$16,775$1,933.09$898.00XYLD
7$17,114$125.60$18,490$2,184.87$1.4KXYLD
8$18,438$126.53$20,450$2,477.63$2.0KXYLD
9$19,856$127.40$22,697$2,819.19$2.8KXYLD
10$21,374$128.23$25,280$3,219.02$3.9KXYLD

JAOSX vs XYLD: Complete Analysis 2026

JAOSXStock

The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of issuers or companies from countries outside of the United States. Although the fund typically invests 80% or more of its assets in issuers that are economically tied to countries outside the United States, it also may invest up to 20% of its net assets, measured at the time of purchase, in U.S. issuers, and it may, under unusual circumstances, invest all or substantially all of its assets in a single country.

Full JAOSX 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.