Is LMVYX or XYLD a better dividend investment in 2026?

LMVYX currently yields 4.46% with a 5% 5-year dividend growth rate. XYLD yields 10.98% with 0.5% growth. The better choice depends on your goal: XYLD offers higher current income.

What is the dividend yield difference between LMVYX and XYLD?

LMVYX has a forward dividend yield of 4.46% ($1.29/share annually). XYLD yields 10.98% ($4.30/share annually). The yield gap is 6.52 percentage points.

Home › Compare › LMVYX vs XYLD

LMVYX vs XYLD: Dividend Comparison 2026

LMVYX yields 4.46% · XYLD yields 10.98%● Live data

vsPost on X →

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

🏆 LMVYX wins by $1.5K in total portfolio value

INVESTMENT

TIME HORIZON10 years

LMVYX

● Live price

4.46%

Share price

$28.83

Annual div

$1.29

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$26.8K

Annual income

$594.04

Full LMVYX 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 — LMVYX vs XYLD

📍 LMVYX pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	LMVYX	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%.

📅

Dividend Calendar Overlap

Combined, LMVYX + XYLD cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

LMVYX pays

XYLD pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

LMVYX

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

$379.33/yr

After 10yr DRIP, annual income (after tax)

$504.93/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 $2,231.23/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

LMVYX: 50%XYLD: 50%

100% XYLD50/50100% LMVYX

Portfolio after 10yr

$26.0K

Annual income

$1,906.53/yr

Blended yield

7.32%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LMVYX buys

XYLD buys

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

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

MetricLMVYXXYLD

Forward yield	4.46%	10.98% ✓
Annual dividend / share	$1.29	$4.30 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$26.8K ✓	$25.3K
Annual income after 10y	$594.04	$3,219.02 ✓
Total dividends collected	$5.2K	$19.6K ✓
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	LMVYX Portfolio	LMVYX Income/yr	XYLD Portfolio	XYLD Income/yr	Gap
1← crossover	$11,146	$446.27	$10,818	$1,098.39	+$328.00 → LMVYX
2	$12,391	$464.88	$11,738	$1,222.51	+$653.00 → LMVYX
3	$13,742	$483.00	$12,774	$1,364.64	+$968.00 → LMVYX
4	$15,204	$500.60	$13,944	$1,527.86	+$1.3K → LMVYX
5	$16,786	$517.64	$15,270	$1,715.87	+$1.5K → LMVYX
6	$18,495	$534.11	$16,775	$1,933.09	+$1.7K → LMVYX
7	$20,340	$550.00	$18,490	$2,184.87	+$1.9K → LMVYX
8	$22,329	$565.28	$20,450	$2,477.63	+$1.9K → LMVYX
9	$24,472	$579.96	$22,697	$2,819.19	+$1.8K → LMVYX
10	$26,779	$594.04	$25,280	$3,219.02	+$1.5K → LMVYX

LMVYX vs XYLD: Complete Analysis 2026

LMVYX — Stock

Under normal conditions, the fund invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities of small companies. It seeks to invest in securities of companies that the portfolio management team believes are undervalued by the market and are selling at reasonable prices in relation to the portfolio management team's assessment of their potential or intrinsic value.

Full LMVYX 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 →

📬

Get this LMVYX vs XYLD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

LMVYX vs SCHD LMVYX vs JEPI LMVYX vs O LMVYX vs KO LMVYX vs MAIN LMVYX vs QYLD LMVYX vs JEPQ LMVYX vs RYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.