HomeCompareJMOCX vs XYLD

JMOCX vs XYLD: Dividend Comparison 2026

JMOCX yields 5.55% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JMOCX wins by $3.5K in total portfolio value
10 years
JMOCX
JMOCX
● Live price
5.55%
Share price
$12.80
Annual div
$0.71
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.8K
Annual income
$791.12
Full JMOCX 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 — JMOCX vs XYLD

📍 JMOCX 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 PeriodJMOCXXYLD
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, JMOCX + XYLD cover 0 of 12 monthsgood coverage

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

JMOCX
Annual income on $10K today (after 15% tax)
$471.81/yr
After 10yr DRIP, annual income (after tax)
$672.45/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 $2,063.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JMOCX: 50%XYLD: 50%
100% XYLD50/50100% JMOCX
Portfolio after 10yr
$27.1K
Annual income
$2,005.07/yr
Blended yield
7.41%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JMOCX buys
0
XYLD buys
0
No recent congressional trades found for JMOCX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJMOCXXYLD
Forward yield5.55%10.98%
Annual dividend / share$0.71$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.8K$25.3K
Annual income after 10y$791.12$3,219.02
Total dividends collected$6.8K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJMOCX PortfolioJMOCX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,255$555.07$10,818$1,098.39+$437.00JMOCX
2$12,627$583.86$11,738$1,222.51+$889.00JMOCX
3$14,123$612.17$12,774$1,364.64+$1.3KJMOCX
4$15,751$639.91$13,944$1,527.86+$1.8KJMOCX
5$17,521$667.01$15,270$1,715.87+$2.3KJMOCX
6$19,441$693.40$16,775$1,933.09+$2.7KJMOCX
7$21,521$719.05$18,490$2,184.87+$3.0KJMOCX
8$23,771$743.91$20,450$2,477.63+$3.3KJMOCX
9$26,203$767.94$22,697$2,819.19+$3.5KJMOCX
10$28,828$791.12$25,280$3,219.02+$3.5KJMOCX

JMOCX vs XYLD: Complete Analysis 2026

JMOCXStock

The fund invests in other Janus Henderson mutual funds and ETFs that represent a variety of asset classes and investment styles and provide exposure to issuers that are economically tied to countries throughout the world. It will have approximately 40% to 65% of its net assets allocated to non-U.S. investments. The fund invests in a diversified portfolio of underlying funds, resulting in an allocation of the fund’s investments that normally provides exposure to equity investments, fixed-income securities, money market instruments and, if available, alternative investments.

Full JMOCX 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.