HomeCompareSFEPX vs XYLD

SFEPX vs XYLD: Dividend Comparison 2026

SFEPX yields 25.49% · XYLD yields 10.93%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SFEPX wins by $76.5K in total portfolio value
10 years
SFEPX
SFEPX
● Live price
25.49%
Share price
$18.69
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$101.7K
Annual income
$11,659.73
Full SFEPX 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 — SFEPX vs XYLD

📍 SFEPX 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 PeriodSFEPXXYLD
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, SFEPX + XYLD cover 0 of 12 monthsgood coverage

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

SFEPX
Annual income on $10K today (after 15% tax)
$2,166.34/yr
After 10yr DRIP, annual income (after tax)
$9,910.77/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, SFEPX beats the other by $7,199.74/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SFEPX: 50%XYLD: 50%
100% XYLD50/50100% SFEPX
Portfolio after 10yr
$63.4K
Annual income
$7,424.58/yr
Blended yield
11.71%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SFEPX buys
0
XYLD buys
0
No recent congressional trades found for SFEPX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSFEPXXYLD
Forward yield25.49%10.93%
Annual dividend / share$4.76$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$101.7K$25.1K
Annual income after 10y$11,659.73$3,189.45
Total dividends collected$64.9K$19.4K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSFEPX PortfolioSFEPX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$13,249$2,548.64$10,813$1,093.36+$2.4KSFEPX
2$17,332$3,155.70$11,727$1,216.35+$5.6KSFEPX
3$22,403$3,858.18$12,756$1,357.11+$9.6KSFEPX
4$28,632$4,660.85$13,917$1,518.69+$14.7KSFEPX
5$36,204$5,567.08$15,232$1,704.71+$21.0KSFEPX
6$45,316$6,578.70$16,725$1,919.54+$28.6KSFEPX
7$56,185$7,695.93$18,425$2,168.40+$37.8KSFEPX
8$69,035$8,917.40$20,367$2,457.63+$48.7KSFEPX
9$84,107$10,240.15$22,592$2,794.87+$61.5KSFEPX
10$101,655$11,659.73$25,149$3,189.45+$76.5KSFEPX

SFEPX vs XYLD: Complete Analysis 2026

SFEPXStock

The fund seeks to exceed the total return of the S&P 500 Index. It pursues its objective by investing, under normal circumstances, at least 80% of its assets in: (i) equity securities issued by companies that have market capitalizations within the range of companies in the index; (ii) investment vehicles that provide exposure to companies that have market capitalizations within the range of companies in the index; and (iii) equity derivatives.

Full SFEPX 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.