HomeCompareJPEAX vs XYLD

JPEAX vs XYLD: Dividend Comparison 2026

JPEAX yields 4.86% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JPEAX wins by $2.2K in total portfolio value
10 years
JPEAX
JPEAX
● Live price
4.86%
Share price
$41.19
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$27.5K
Annual income
$662.52
Full JPEAX 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 — JPEAX vs XYLD

📍 JPEAX 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 PeriodJPEAXXYLD
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, JPEAX + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JPEAX
Annual income on $10K today (after 15% tax)
$412.72/yr
After 10yr DRIP, annual income (after tax)
$563.14/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 $2,173.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JPEAX: 50%XYLD: 50%
100% XYLD50/50100% JPEAX
Portfolio after 10yr
$26.4K
Annual income
$1,940.77/yr
Blended yield
7.35%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JPEAX buys
0
XYLD buys
0
No recent congressional trades found for JPEAX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJPEAXXYLD
Forward yield4.86%10.98%
Annual dividend / share$2.00$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$27.5K$25.3K
Annual income after 10y$662.52$3,219.02
Total dividends collected$5.8K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJPEAX PortfolioJPEAX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,186$485.55$10,818$1,098.39+$368.00JPEAX
2$12,476$507.59$11,738$1,222.51+$738.00JPEAX
3$13,879$529.12$12,774$1,364.64+$1.1KJPEAX
4$15,400$550.09$13,944$1,527.86+$1.5KJPEAX
5$17,049$570.46$15,270$1,715.87+$1.8KJPEAX
6$18,832$590.21$16,775$1,933.09+$2.1KJPEAX
7$20,760$609.31$18,490$2,184.87+$2.3KJPEAX
8$22,841$627.73$20,450$2,477.63+$2.4KJPEAX
9$25,085$645.47$22,697$2,819.19+$2.4KJPEAX
10$27,504$662.52$25,280$3,219.02+$2.2KJPEAX

JPEAX vs XYLD: Complete Analysis 2026

JPEAXStock

The investment seeks to provide high after-tax total return from a portfolio of selected equity securities. The fund invests at least 80% of its assets in equity securities. It primarily invests in common stocks of large and medium capitalization U.S. companies, but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts. The Advisor focuses on those equity securities that the Advisor considers attractively valued and seeks to outperform the Benchmark through superior stock selection.

Full JPEAX 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.