HomeComparePEQSX vs XYLD

PEQSX vs XYLD: Dividend Comparison 2026

PEQSX yields 5.30% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PEQSX wins by $3.1K in total portfolio value
10 years
PEQSX
PEQSX
● Live price
5.30%
Share price
$39.59
Annual div
$2.10
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.3K
Annual income
$743.17
Full PEQSX 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 — PEQSX vs XYLD

📍 PEQSX 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 PeriodPEQSXXYLD
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, PEQSX + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PEQSX
Annual income on $10K today (after 15% tax)
$450.29/yr
After 10yr DRIP, annual income (after tax)
$631.69/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 $2,104.47/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PEQSX: 50%XYLD: 50%
100% XYLD50/50100% PEQSX
Portfolio after 10yr
$26.8K
Annual income
$1,981.09/yr
Blended yield
7.39%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PEQSX buys
0
XYLD buys
0
No recent congressional trades found for PEQSX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPEQSXXYLD
Forward yield5.30%10.98%
Annual dividend / share$2.10$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.3K$25.3K
Annual income after 10y$743.17$3,219.02
Total dividends collected$6.4K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPEQSX PortfolioPEQSX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,230$529.75$10,818$1,098.39+$412.00PEQSX
2$12,572$555.98$11,738$1,222.51+$834.00PEQSX
3$14,034$581.71$12,774$1,364.64+$1.3KPEQSX
4$15,623$606.86$13,944$1,527.86+$1.7KPEQSX
5$17,348$631.39$15,270$1,715.87+$2.1KPEQSX
6$19,217$655.24$16,775$1,933.09+$2.4KPEQSX
7$21,241$678.37$18,490$2,184.87+$2.8KPEQSX
8$23,429$700.75$20,450$2,477.63+$3.0KPEQSX
9$25,791$722.35$22,697$2,819.19+$3.1KPEQSX
10$28,339$743.17$25,280$3,219.02+$3.1KPEQSX

PEQSX vs XYLD: Complete Analysis 2026

PEQSXStock

The fund invests mainly in common stocks of U.S. companies, with a focus on value stocks that offer the potential for capital growth, current income, or both. Value stocks are issued by companies that the adviser believes are currently undervalued by the market. The adviser may consider, among other factors, a company's valuation, financial strength, growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.

Full PEQSX 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 PEQSX vs XYLD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

PEQSX vs SCHDPEQSX vs JEPIPEQSX vs OPEQSX vs KOPEQSX vs MAINPEQSX vs QYLDPEQSX vs JEPQPEQSX 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.