HomeCompareJAVTX vs XYLD

JAVTX vs XYLD: Dividend Comparison 2026

JAVTX yields 6.04% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JAVTX wins by $4.5K in total portfolio value
10 years
JAVTX
JAVTX
● Live price
6.04%
Share price
$78.33
Annual div
$4.73
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$29.8K
Annual income
$887.89
Full JAVTX 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 — JAVTX vs XYLD

📍 JAVTX 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 PeriodJAVTXXYLD
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, JAVTX + XYLD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
JAVTX 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.

JAVTX
Annual income on $10K today (after 15% tax)
$513.53/yr
After 10yr DRIP, annual income (after tax)
$754.71/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 $1,981.46/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JAVTX: 50%XYLD: 50%
100% XYLD50/50100% JAVTX
Portfolio after 10yr
$27.5K
Annual income
$2,053.45/yr
Blended yield
7.46%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JAVTX buys
0
XYLD buys
0
No recent congressional trades found for JAVTX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJAVTXXYLD
Forward yield6.04%10.98%
Annual dividend / share$4.73$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$29.8K$25.3K
Annual income after 10y$887.89$3,219.02
Total dividends collected$7.5K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJAVTX PortfolioJAVTX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,304$604.15$10,818$1,098.39+$486.00JAVTX
2$12,734$638.27$11,738$1,222.51+$996.00JAVTX
3$14,297$671.95$12,774$1,364.64+$1.5KJAVTX
4$16,003$705.09$13,944$1,527.86+$2.1KJAVTX
5$17,861$737.58$15,270$1,715.87+$2.6KJAVTX
6$19,880$769.36$16,775$1,933.09+$3.1KJAVTX
7$22,072$800.33$18,490$2,184.87+$3.6KJAVTX
8$24,448$830.44$20,450$2,477.63+$4.0KJAVTX
9$27,019$859.64$22,697$2,819.19+$4.3KJAVTX
10$29,798$887.89$25,280$3,219.02+$4.5KJAVTX

JAVTX vs XYLD: Complete Analysis 2026

JAVTXStock

The fund pursues its investment objective by investing at least 50% of its equity assets in small-sized companies. It may also invest in larger companies with strong growth potential. Small-sized companies are defined by the portfolio manager as those companies whose market capitalization falls within the range of companies in the Russell 2000® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.

Full JAVTX 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.