HomeCompareJDWAX vs XYLD

JDWAX vs XYLD: Dividend Comparison 2026

JDWAX yields 8.12% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JDWAX wins by $9.0K in total portfolio value
10 years
JDWAX
JDWAX
● Live price
8.12%
Share price
$117.27
Annual div
$9.52
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$1,357.52
Full JDWAX 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 — JDWAX vs XYLD

📍 JDWAX 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 PeriodJDWAXXYLD
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, JDWAX + XYLD cover 0 of 12 monthsgood coverage

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

JDWAX
Annual income on $10K today (after 15% tax)
$690.32/yr
After 10yr DRIP, annual income (after tax)
$1,153.89/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 $1,582.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JDWAX: 50%XYLD: 50%
100% XYLD50/50100% JDWAX
Portfolio after 10yr
$29.8K
Annual income
$2,288.27/yr
Blended yield
7.69%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JDWAX buys
0
XYLD buys
0
No recent congressional trades found for JDWAX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJDWAXXYLD
Forward yield8.12%10.98%
Annual dividend / share$9.52$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$34.2K$25.3K
Annual income after 10y$1,357.52$3,219.02
Total dividends collected$10.9K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJDWAX PortfolioJDWAX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,512$812.14$10,818$1,098.39+$694.00JDWAX
2$13,192$873.78$11,738$1,222.51+$1.5KJDWAX
3$15,051$935.77$12,774$1,364.64+$2.3KJDWAX
4$17,102$997.80$13,944$1,527.86+$3.2KJDWAX
5$19,359$1,059.63$15,270$1,715.87+$4.1KJDWAX
6$21,835$1,120.98$16,775$1,933.09+$5.1KJDWAX
7$24,545$1,181.65$18,490$2,184.87+$6.1KJDWAX
8$27,505$1,241.41$20,450$2,477.63+$7.1KJDWAX
9$30,730$1,300.09$22,697$2,819.19+$8.0KJDWAX
10$34,239$1,357.52$25,280$3,219.02+$9.0KJDWAX

JDWAX vs XYLD: Complete Analysis 2026

JDWAXStock

The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential. It may invest in companies of any size located anywhere in the world, from larger, well-established companies to smaller, emerging growth companies. The fund typically invests at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States. The fund may have significant exposure to emerging markets.

Full JDWAX 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.