HomeComparePTSGX vs XYLD

PTSGX vs XYLD: Dividend Comparison 2026

PTSGX yields 0.76% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XYLD wins by $4.5K in total portfolio value
10 years
PTSGX
PTSGX
● Live price
0.76%
Share price
$15.68
Annual div
$0.12
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.7K
Annual income
$79.78
Full PTSGX 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 — PTSGX vs XYLD

📍 XYLD 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 PeriodPTSGXXYLD
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, PTSGX + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PTSGX
Annual income on $10K today (after 15% tax)
$64.55/yr
After 10yr DRIP, annual income (after tax)
$67.81/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 $2,668.35/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTSGX: 50%XYLD: 50%
100% XYLD50/50100% PTSGX
Portfolio after 10yr
$23.0K
Annual income
$1,649.40/yr
Blended yield
7.17%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTSGX buys
0
XYLD buys
0
No recent congressional trades found for PTSGX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTSGXXYLD
Forward yield0.76%10.98%
Annual dividend / share$0.12$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$20.7K$25.3K
Annual income after 10y$79.78$3,219.02
Total dividends collected$780.00$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPTSGX PortfolioPTSGX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$10,776$75.94$10,818$1,098.39$42.00XYLD
2$11,607$76.48$11,738$1,222.51$131.00XYLD
3$12,496$76.98$12,774$1,364.64$278.00XYLD
4$13,448$77.46$13,944$1,527.86$496.00XYLD
5$14,468$77.91$15,270$1,715.87$802.00XYLD
6$15,559$78.33$16,775$1,933.09$1.2KXYLD
7$16,727$78.73$18,490$2,184.87$1.8KXYLD
8$17,977$79.10$20,450$2,477.63$2.5KXYLD
9$19,314$79.45$22,697$2,819.19$3.4KXYLD
10$20,746$79.78$25,280$3,219.02$4.5KXYLD

PTSGX vs XYLD: Complete Analysis 2026

PTSGXStock

The investment seeks long-term capital appreciation. The fund invests, under normal market conditions, at least 80% of its assets in common stocks of U.S. companies that the sub-advisor, Sands Capital Management, LLC, believes have above-average potential for revenue or earnings growth. It emphasizes investments in large capitalization growth companies. The weighted-average market capitalization of these companies is generally in excess of $25 billion, and the fund generally does not invest in companies that have a market capitalization of less than $2 billion. The fund will typically own between 25 and 35 companies. It is non-diversified.

Full PTSGX 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.