Is JSMGX or XYLD a better dividend investment in 2026?

JSMGX currently yields 11.22% with a 5% 5-year dividend growth rate. XYLD yields 10.98% with 0.5% growth. The better choice depends on your goal: JSMGX offers higher current income.

What is the dividend yield difference between JSMGX and XYLD?

JSMGX has a forward dividend yield of 11.22% ($2.96/share annually). XYLD yields 10.98% ($4.30/share annually). The yield gap is 0.24 percentage points.

Home › Compare › JSMGX vs XYLD

JSMGX vs XYLD: Dividend Comparison 2026

JSMGX yields 11.22% · XYLD yields 10.98%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 JSMGX wins by $16.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

JSMGX

● Live price

11.22%

Share price

$26.42

Annual div

$2.96

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$42.0K

Annual income

$2,263.00

Full JSMGX 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

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$25.3K

Annual income

$3,219.02

Full XYLD calculator →

Portfolio growth — JSMGX vs XYLD

📍 JSMGX 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 Period	JSMGX	XYLD
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, JSMGX + XYLD cover 0 of 12 months — good coverage

Jan

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Feb

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Mar

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Apr

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May

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Jun

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Jul

—

Aug

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Sep

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Oct

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Nov

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Dec

—

JSMGX 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.

JSMGX

Annual income on $10K today (after 15% tax)

$953.42/yr

After 10yr DRIP, annual income (after tax)

$1,923.55/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 $812.62/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

JSMGX: 50%XYLD: 50%

100% XYLD50/50100% JSMGX

Portfolio after 10yr

$33.6K

Annual income

$2,741.01/yr

Blended yield

8.15%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JSMGX buys

XYLD buys

No recent congressional trades found for JSMGX or XYLD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricJSMGXXYLD

Forward yield	11.22% ✓	10.98%
Annual dividend / share	$2.96	$4.30 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$42.0K ✓	$25.3K
Annual income after 10y	$2,263.00	$3,219.02 ✓
Total dividends collected	$16.8K	$19.6K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	JSMGX Portfolio	JSMGX Income/yr	XYLD Portfolio	XYLD Income/yr	Gap
1← crossover	$11,822	$1,121.67	$10,818	$1,098.39	+$1.0K → JSMGX
2	$13,888	$1,239.26	$11,738	$1,222.51	+$2.1K → JSMGX
3	$16,221	$1,360.67	$12,774	$1,364.64	+$3.4K → JSMGX
4	$18,842	$1,485.25	$13,944	$1,527.86	+$4.9K → JSMGX
5	$21,773	$1,612.35	$15,270	$1,715.87	+$6.5K → JSMGX
6	$25,039	$1,741.30	$16,775	$1,933.09	+$8.3K → JSMGX
7	$28,663	$1,871.44	$18,490	$2,184.87	+$10.2K → JSMGX
8	$32,672	$2,002.17	$20,450	$2,477.63	+$12.2K → JSMGX
9	$37,091	$2,132.87	$22,697	$2,819.19	+$14.4K → JSMGX
10	$41,951	$2,263.00	$25,280	$3,219.02	+$16.7K → JSMGX

JSMGX vs XYLD: Complete Analysis 2026

JSMGX — Stock

The fund pursues its investment objective by investing at least 50% of its equity assets in small- and medium-sized companies. It may also invest in larger companies with strong growth potential. Small- and medium-sized companies are defined by the portfolio managers as those companies whose market capitalization falls within the range of companies in the Russell 2500® Growth Index at the time of initial purchase. The fund may also invest in foreign securities, which may include investments in emerging markets.

Full JSMGX Calculator →

XYLD — ETF

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.