HomeCompareJUCCX vs XYLD

JUCCX vs XYLD: Dividend Comparison 2026

JUCCX yields 3.93% · XYLD yields 9.02%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 JUCCX wins by $4.7K in total portfolio value
10 years
JUCCX
JUCCX
● Live price
3.93%
Share price
$8.99
Annual div
$0.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.8K
Annual income
$505.15
Full JUCCX calculator →
XYLD
Global X S&P 500 Covered Call ETF
● Live price
9.02%
Share price
$38.60
Annual div
$3.48
5Y div CAGR
0.5%
Payout ratio
90%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.1K
Annual income
$2,363.75
Full XYLD calculator →

Portfolio growth — JUCCX vs XYLD

📍 JUCCX 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 PeriodJUCCXXYLD
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, JUCCX + XYLD cover 0 of 12 monthsgood coverage

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

JUCCX
Annual income on $10K today (after 15% tax)
$333.69/yr
After 10yr DRIP, annual income (after tax)
$429.38/yr
XYLD
Annual income on $10K today (after 15% tax)
$766.32/yr
After 10yr DRIP, annual income (after tax)
$2,009.19/yr
At 15% tax rate, XYLD beats the other by $1,579.81/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JUCCX: 50%XYLD: 50%
100% XYLD50/50100% JUCCX
Portfolio after 10yr
$23.5K
Annual income
$1,434.45/yr
Blended yield
6.11%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

JUCCX buys
0
XYLD buys
0
No recent congressional trades found for JUCCX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJUCCXXYLD
Forward yield3.93%9.02%
Annual dividend / share$0.35$3.48
Payout ratio50%90%
1-year div growth0%-2.1%
5-year div CAGR0%0.5%
Portfolio after 10y$25.8K$21.1K
Annual income after 10y$505.15$2,363.75
Total dividends collected$4.5K$15.0K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearJUCCX PortfolioJUCCX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,093$392.58$10,626$906.06+$467.00JUCCX
2$12,276$406.98$11,324$995.47+$952.00JUCCX
3$13,556$420.94$12,104$1,096.88+$1.5KJUCCX
4$14,940$434.43$12,977$1,212.21+$2.0KJUCCX
5$16,433$447.44$13,958$1,343.80+$2.5KJUCCX
6$18,043$459.96$15,061$1,494.40+$3.0KJUCCX
7$19,778$472.00$16,307$1,667.30+$3.5KJUCCX
8$21,646$483.54$17,717$1,866.48+$3.9KJUCCX
9$23,656$494.58$19,317$2,096.71+$4.3KJUCCX
10$25,817$505.15$21,140$2,363.75+$4.7KJUCCX

JUCCX vs XYLD: Complete Analysis 2026

JUCCXStock

The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. Its average portfolio duration may range from negative two years to plus four years. The fund may invest in derivatives, which are instruments that have a value derived from, or directly linked to, an underlying asset, such as equity securities, fixed-income securities, commodities, currencies, interest rates, or market indices.

Full JUCCX Calculator →

XYLDETF

XYLD sells covered calls on the S&P 500, converting equity volatility into monthly income. Yields 8-10% depending on market conditions. Similar to QYLD but with S&P 500 exposure — less volatile but comparable income mechanics. Popular for retirement income portfolios alongside other dividend ETFs.

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.