HomeComparePKSFX vs XYLD

PKSFX vs XYLD: Dividend Comparison 2026

PKSFX yields 14.08% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PKSFX wins by $25.2K in total portfolio value
10 years
PKSFX
PKSFX
● Live price
14.08%
Share price
$49.40
Annual div
$6.96
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$50.4K
Annual income
$3,370.49
Full PKSFX 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 — PKSFX vs XYLD

📍 PKSFX 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 PeriodPKSFXXYLD
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, PKSFX + XYLD cover 0 of 12 monthsgood coverage

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

PKSFX
Annual income on $10K today (after 15% tax)
$1,197.13/yr
After 10yr DRIP, annual income (after tax)
$2,864.92/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, PKSFX beats the other by $128.75/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PKSFX: 50%XYLD: 50%
100% XYLD50/50100% PKSFX
Portfolio after 10yr
$37.9K
Annual income
$3,294.76/yr
Blended yield
8.70%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PKSFX buys
0
XYLD buys
0
No recent congressional trades found for PKSFX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPKSFXXYLD
Forward yield14.08%10.98%
Annual dividend / share$6.96$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$50.4K$25.3K
Annual income after 10y$3,370.49$3,219.02
Total dividends collected$23.5K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPKSFX PortfolioPKSFX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$12,108$1,408.39$10,818$1,098.39+$1.3KPKSFX
2$14,550$1,593.77$11,738$1,222.51+$2.8KPKSFX
3$17,358$1,789.83$12,774$1,364.64+$4.6KPKSFX
4$20,569$1,995.60$13,944$1,527.86+$6.6KPKSFX
5$24,219$2,210.02$15,270$1,715.87+$8.9KPKSFX
6$28,346$2,431.94$16,775$1,933.09+$11.6KPKSFX
7$32,990$2,660.17$18,490$2,184.87+$14.5KPKSFX
8$38,193$2,893.48$20,450$2,477.63+$17.7KPKSFX
9$43,997$3,130.66$22,697$2,819.19+$21.3KPKSFX
10$50,447$3,370.49$25,280$3,219.02+$25.2KPKSFX

PKSFX vs XYLD: Complete Analysis 2026

PKSFXStock

Under normal circumstances, the fund invests at least 80% of its assets in common stocks of small market capitalization companies. It pursues long-term capital appreciation in the small capitalization market while seeking to incur less risk than the small capitalization market. The fund invests in a select group of small market capitalization companies believed by the fund's subadviser to possess sustainable competitive advantages at prices the subadviser deems attractive.

Full PKSFX 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 →
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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.