HomeCompareSBFIX vs XYLD

SBFIX vs XYLD: Dividend Comparison 2026

SBFIX yields 6.69% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SBFIX wins by $5.8K in total portfolio value
10 years
SBFIX
SBFIX
● Live price
6.69%
Share price
$21.88
Annual div
$1.46
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.1K
Annual income
$1,024.21
Full SBFIX 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 — SBFIX vs XYLD

📍 SBFIX 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 PeriodSBFIXXYLD
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, SBFIX + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SBFIX
Annual income on $10K today (after 15% tax)
$568.87/yr
After 10yr DRIP, annual income (after tax)
$870.58/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 $1,865.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SBFIX: 50%XYLD: 50%
100% XYLD50/50100% SBFIX
Portfolio after 10yr
$28.2K
Annual income
$2,121.61/yr
Blended yield
7.52%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SBFIX buys
0
XYLD buys
0
No recent congressional trades found for SBFIX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSBFIXXYLD
Forward yield6.69%10.98%
Annual dividend / share$1.46$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$31.1K$25.3K
Annual income after 10y$1,024.21$3,219.02
Total dividends collected$8.5K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSBFIX PortfolioSBFIX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,369$669.26$10,818$1,098.39+$551.00SBFIX
2$12,876$711.12$11,738$1,222.51+$1.1KSBFIX
3$14,530$752.68$12,774$1,364.64+$1.8KSBFIX
4$16,341$793.80$13,944$1,527.86+$2.4KSBFIX
5$18,319$834.33$15,270$1,715.87+$3.0KSBFIX
6$20,476$874.14$16,775$1,933.09+$3.7KSBFIX
7$22,822$913.13$18,490$2,184.87+$4.3KSBFIX
8$25,371$951.18$20,450$2,477.63+$4.9KSBFIX
9$28,135$988.23$22,697$2,819.19+$5.4KSBFIX
10$31,129$1,024.21$25,280$3,219.02+$5.8KSBFIX

SBFIX vs XYLD: Complete Analysis 2026

SBFIXStock

The fund will invest in a diversified mix of various asset classes, which may include, but are not limited to, equity and fixed-income investments, in any proportion. It will generally allocate a substantial amount of its total assets to non-U.S. investments. The fund will allocate its assets among various regions and countries, including the United States, but in no fewer than three different countries.

Full SBFIX 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.