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PMJIX vs XYLD: Dividend Comparison 2026

PMJIX yields 4.27% · XYLD yields 10.93%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PMJIX wins by $1.3K in total portfolio value
10 years
PMJIX
PMJIX
● Live price
4.27%
Share price
$11.75
Annual div
$0.50
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.4K
Annual income
$562.08
Full PMJIX calculator →
XYLD
Global X S&P 500 Covered Call ETF
● Live price
10.93%
Share price
$39.31
Annual div
$4.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.1K
Annual income
$3,189.45
Full XYLD calculator →

Portfolio growth — PMJIX vs XYLD

📍 PMJIX 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 PeriodPMJIXXYLD
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, PMJIX + XYLD cover 0 of 12 monthsgood coverage

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

PMJIX
Annual income on $10K today (after 15% tax)
$363.24/yr
After 10yr DRIP, annual income (after tax)
$477.77/yr
XYLD
Annual income on $10K today (after 15% tax)
$929.36/yr
After 10yr DRIP, annual income (after tax)
$2,711.03/yr
At 15% tax rate, XYLD beats the other by $2,233.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PMJIX: 50%XYLD: 50%
100% XYLD50/50100% PMJIX
Portfolio after 10yr
$25.8K
Annual income
$1,875.76/yr
Blended yield
7.27%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PMJIX buys
0
XYLD buys
0
No recent congressional trades found for PMJIX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPMJIXXYLD
Forward yield4.27%10.93%
Annual dividend / share$0.50$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.4K$25.1K
Annual income after 10y$562.08$3,189.45
Total dividends collected$5.0K$19.4K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPMJIX PortfolioPMJIX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,127$427.34$10,813$1,093.36+$314.00PMJIX
2$12,351$444.40$11,727$1,216.35+$624.00PMJIX
3$13,676$460.99$12,756$1,357.11+$920.00PMJIX
4$15,111$477.07$13,917$1,518.69+$1.2KPMJIX
5$16,661$492.62$15,232$1,704.71+$1.4KPMJIX
6$18,335$507.63$16,725$1,919.54+$1.6KPMJIX
7$20,140$522.09$18,425$2,168.40+$1.7KPMJIX
8$22,086$535.98$20,367$2,457.63+$1.7KPMJIX
9$24,182$549.31$22,592$2,794.87+$1.6KPMJIX
10$26,436$562.08$25,149$3,189.45+$1.3KPMJIX

PMJIX vs XYLD: Complete Analysis 2026

PMJIXStock

The fund seeks to achieve its investment objective by investing under normal circumstances at least 80% of its assets in securities of small companies economically tied to the United States. Specifically, under normal circumstances, the fund will obtain exposure to a portfolio of stocks of small U.S. companies. The stocks are selected by the fund's sub-adviser, Research Affiliates, LLC, from a broad universe of companies which satisfy certain liquidity and capacity requirements.

Full PMJIX 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.