Is PBFBX or XYLD a better dividend investment in 2026?

PBFBX currently yields 13.11% with a 5% 5-year dividend growth rate. XYLD yields 10.98% with 0.5% growth. The better choice depends on your goal: PBFBX offers higher current income.

What is the dividend yield difference between PBFBX and XYLD?

PBFBX has a forward dividend yield of 13.11% ($2.00/share annually). XYLD yields 10.98% ($4.30/share annually). The yield gap is 2.13 percentage points.

Home › Compare › PBFBX vs XYLD

PBFBX vs XYLD: Dividend Comparison 2026

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

vsPost on X →

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

🏆 PBFBX wins by $22.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

PBFBX

● Live price

13.11%

Share price

$15.25

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$47.4K

Annual income

$2,963.65

Full PBFBX 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 — PBFBX vs XYLD

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

Jan

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Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

PBFBX 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.

PBFBX

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

$1,114.75/yr

After 10yr DRIP, annual income (after tax)

$2,519.10/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 $217.06/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 PBFBX + XYLD for your $10,000?

PBFBX: 50%XYLD: 50%

100% XYLD50/50100% PBFBX

Portfolio after 10yr

$36.3K

Annual income

$3,091.34/yr

Blended yield

8.50%

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PBFBX buys

XYLD buys

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

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

MetricPBFBXXYLD

Forward yield	13.11% ✓	10.98%
Annual dividend / share	$2.00	$4.30 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0%
Portfolio after 10y	$47.4K ✓	$25.3K
Annual income after 10y	$2,963.65	$3,219.02 ✓
Total dividends collected	$21.1K ✓	$19.6K
Payment frequency	quarterly	monthly
Sector	Stock	ETF

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

Year	PBFBX Portfolio	PBFBX Income/yr	XYLD Portfolio	XYLD Income/yr	Gap
1← crossover	$12,011	$1,311.48	$10,818	$1,098.39	+$1.2K → PBFBX
2	$14,324	$1,472.22	$11,738	$1,222.51	+$2.6K → PBFBX
3	$16,968	$1,640.86	$12,774	$1,364.64	+$4.2K → PBFBX
4	$19,972	$1,816.53	$13,944	$1,527.86	+$6.0K → PBFBX
5	$23,369	$1,998.27	$15,270	$1,715.87	+$8.1K → PBFBX
6	$27,190	$2,185.12	$16,775	$1,933.09	+$10.4K → PBFBX
7	$31,469	$2,376.08	$18,490	$2,184.87	+$13.0K → PBFBX
8	$36,242	$2,570.14	$20,450	$2,477.63	+$15.8K → PBFBX
9	$41,545	$2,766.31	$22,697	$2,819.19	+$18.8K → PBFBX
10	$47,417	$2,963.65	$25,280	$3,219.02	+$22.1K → PBFBX

PBFBX vs XYLD: Complete Analysis 2026

PBFBX — Stock

The investment seeks income and long-term growth of capital. The fund invests in a portfolio of equity, fixed-income and money market securities that is actively managed to capitalize on opportunities created by perceived misvaluation. It will invest 45% to 70% of its total assets in equity and equity-related securities. Under normal circumstances, 30% to 55% of the fund's total assets are invested in fixed income securities. It may invest up to 15% of its total assets in equity-related securities of small companies.

Full PBFBX 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.