HomeCompareMVALX vs XYLD

MVALX vs XYLD: Dividend Comparison 2026

MVALX yields 13.11% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MVALX wins by $22.1K in total portfolio value
10 years
MVALX
MVALX
● Live price
13.11%
Share price
$38.99
Annual div
$5.11
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.4K
Annual income
$2,961.09
Full MVALX 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 — MVALX vs XYLD

📍 MVALX 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 PeriodMVALXXYLD
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, MVALX + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

MVALX
Annual income on $10K today (after 15% tax)
$1,114.21/yr
After 10yr DRIP, annual income (after tax)
$2,516.93/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 $219.24/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MVALX: 50%XYLD: 50%
100% XYLD50/50100% MVALX
Portfolio after 10yr
$36.3K
Annual income
$3,090.06/yr
Blended yield
8.50%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MVALX buys
0
XYLD buys
0
No recent congressional trades found for MVALX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMVALXXYLD
Forward yield13.11%10.98%
Annual dividend / share$5.11$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$47.4K$25.3K
Annual income after 10y$2,961.09$3,219.02
Total dividends collected$21.1K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearMVALX PortfolioMVALX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$12,011$1,310.84$10,818$1,098.39+$1.2KMVALX
2$14,323$1,471.43$11,738$1,222.51+$2.6KMVALX
3$16,966$1,639.90$12,774$1,364.64+$4.2KMVALX
4$19,968$1,815.37$13,944$1,527.86+$6.0KMVALX
5$23,363$1,996.91$15,270$1,715.87+$8.1KMVALX
6$27,182$2,183.55$16,775$1,933.09+$10.4KMVALX
7$31,459$2,374.27$18,490$2,184.87+$13.0KMVALX
8$36,229$2,568.09$20,450$2,477.63+$15.8KMVALX
9$41,530$2,764.02$22,697$2,819.19+$18.8KMVALX
10$47,398$2,961.09$25,280$3,219.02+$22.1KMVALX

MVALX vs XYLD: Complete Analysis 2026

MVALXStock

The Advisor emphasizes stocks which the Investment Adviser believes are undervalued in relation to the business' (or issuer's) long-term earnings power or asset value, or the stock market in general. The advisor intends to invest at least 65% of its total assets in common stocks and equity-related securities (such as convertible debt securities and warrants). It may invest up to 35% of its total assets in debt or fixed income securities, including higher yield, higher risk, lower rated or unrated corporate bonds commonly referred to as "junk bonds."

Full MVALX 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 →
📬

Get this MVALX vs XYLD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

MVALX vs SCHDMVALX vs JEPIMVALX vs OMVALX vs KOMVALX vs MAINMVALX vs QYLDMVALX vs JEPQMVALX 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.