HomeComparePTTRX vs XYLD

PTTRX vs XYLD: Dividend Comparison 2026

PTTRX yields 4.54% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 PTTRX wins by $1.6K in total portfolio value
10 years
PTTRX
PTTRX
● Live price
4.54%
Share price
$8.71
Annual div
$0.40
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.9K
Annual income
$607.71
Full PTTRX 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 — PTTRX vs XYLD

📍 PTTRX 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 PeriodPTTRXXYLD
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, PTTRX + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PTTRX
Annual income on $10K today (after 15% tax)
$386.11/yr
After 10yr DRIP, annual income (after tax)
$516.55/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 $2,219.61/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PTTRX: 50%XYLD: 50%
100% XYLD50/50100% PTTRX
Portfolio after 10yr
$26.1K
Annual income
$1,913.36/yr
Blended yield
7.33%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

PTTRX buys
0
XYLD buys
0
No recent congressional trades found for PTTRX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPTTRXXYLD
Forward yield4.54%10.98%
Annual dividend / share$0.40$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.9K$25.3K
Annual income after 10y$607.71$3,219.02
Total dividends collected$5.3K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearPTTRX PortfolioPTTRX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,154$454.25$10,818$1,098.39+$336.00PTTRX
2$12,409$473.53$11,738$1,222.51+$671.00PTTRX
3$13,769$492.32$12,774$1,364.64+$995.00PTTRX
4$15,244$510.58$13,944$1,527.86+$1.3KPTTRX
5$16,839$528.27$15,270$1,715.87+$1.6KPTTRX
6$18,563$545.38$16,775$1,933.09+$1.8KPTTRX
7$20,425$561.89$18,490$2,184.87+$1.9KPTTRX
8$22,432$577.78$20,450$2,477.63+$2.0KPTTRX
9$24,596$593.06$22,697$2,819.19+$1.9KPTTRX
10$26,925$607.71$25,280$3,219.02+$1.6KPTTRX

PTTRX vs XYLD: Complete Analysis 2026

PTTRXStock

The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. The fund invests at least 65% of its total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It invests primarily in investment-grade debt securities, but may invest up to 20% of its total assets in high yield securities. It may invest up to 30% of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.

Full PTTRX 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.