HomeCompareSDVGX vs XYLD

SDVGX vs XYLD: Dividend Comparison 2026

SDVGX yields 10.65% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SDVGX wins by $15.2K in total portfolio value
10 years
SDVGX
SDVGX
● Live price
10.65%
Share price
$16.04
Annual div
$1.71
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.4K
Annual income
$2,077.56
Full SDVGX 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 — SDVGX vs XYLD

📍 SDVGX 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 PeriodSDVGXXYLD
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, SDVGX + XYLD cover 0 of 12 monthsgood coverage

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

SDVGX
Annual income on $10K today (after 15% tax)
$905.52/yr
After 10yr DRIP, annual income (after tax)
$1,765.93/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 $970.24/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SDVGX: 50%XYLD: 50%
100% XYLD50/50100% SDVGX
Portfolio after 10yr
$32.9K
Annual income
$2,648.29/yr
Blended yield
8.06%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SDVGX buys
0
XYLD buys
0
No recent congressional trades found for SDVGX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSDVGXXYLD
Forward yield10.65%10.98%
Annual dividend / share$1.71$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$40.4K$25.3K
Annual income after 10y$2,077.56$3,219.02
Total dividends collected$15.7K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSDVGX PortfolioSDVGX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,765$1,065.32$10,818$1,098.39+$947.00SDVGX
2$13,760$1,171.38$11,738$1,222.51+$2.0KSDVGX
3$16,004$1,280.38$12,774$1,364.64+$3.2KSDVGX
4$18,516$1,391.72$13,944$1,527.86+$4.6KSDVGX
5$21,317$1,504.83$15,270$1,715.87+$6.0KSDVGX
6$24,428$1,619.13$16,775$1,933.09+$7.7KSDVGX
7$27,872$1,734.07$18,490$2,184.87+$9.4KSDVGX
8$31,672$1,849.11$20,450$2,477.63+$11.2KSDVGX
9$35,853$1,963.76$22,697$2,819.19+$13.2KSDVGX
10$40,440$2,077.56$25,280$3,219.02+$15.2KSDVGX

SDVGX vs XYLD: Complete Analysis 2026

SDVGXStock

The fund seeks to achieve its objectives by investing, under normal market conditions, at least 80% of its net assets in dividend-paying common stocks. It may invest the balance of its assets in preferred stocks, convertible bonds, U.S. Treasury securities, and closed-end investment companies. The fund may invest up to 20% of its net assets in securities of issuers domiciled outside the U.S.

Full SDVGX 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.