HomeCompareSPVU vs XYLD

SPVU vs XYLD: Dividend Comparison 2026

SPVU yields 1.68% · XYLD yields 11.20%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XYLD wins by $3.7K in total portfolio value· pulled ahead in Year 3
10 years
SPVU
SPVU
● Live price
1.68%
Share price
$61.30
Annual div
$1.03
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.1K
Annual income
$187.35
Full SPVU calculator →
XYLD
Global X S&P 500 Covered Call ETF
● Live price
11.20%
Share price
$38.36
Annual div
$4.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.9K
Annual income
$3,351.03
Full XYLD calculator →

Portfolio growth — SPVU vs XYLD

📍 XYLD pulled ahead of the other in Year 3

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodSPVUXYLD
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, SPVU + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SPVU
Annual income on $10K today (after 15% tax)
$142.83/yr
After 10yr DRIP, annual income (after tax)
$159.25/yr
XYLD
Annual income on $10K today (after 15% tax)
$952.37/yr
After 10yr DRIP, annual income (after tax)
$2,848.38/yr
At 15% tax rate, XYLD beats the other by $2,689.13/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPVU: 50%XYLD: 50%
100% XYLD50/50100% SPVU
Portfolio after 10yr
$24.0K
Annual income
$1,769.18/yr
Blended yield
7.37%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPVU buys
0
XYLD buys
0
No recent congressional trades found for SPVU or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPVUXYLD
Forward yield1.68%11.20%
Annual dividend / share$1.03$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.1K$25.9K
Annual income after 10y$187.35$3,351.03
Total dividends collected$1.8K$20.2K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSPVU PortfolioSPVU Income/yrXYLD PortfolioXYLD Income/yrGap
1$10,868$168.03$10,840$1,120.44+$28.00SPVU
2$11,799$170.67$11,786$1,249.59+$13.00SPVU
3← crossover$12,799$173.18$12,854$1,397.78$55.00XYLD
4$13,870$175.55$14,063$1,568.33$193.00XYLD
5$15,019$177.80$15,434$1,765.19$415.00XYLD
6$16,250$179.93$16,995$1,993.14$745.00XYLD
7$17,569$181.95$18,777$2,257.95$1.2KXYLD
8$18,983$183.85$20,818$2,566.58$1.8KXYLD
9$20,498$185.65$23,163$2,927.50$2.7KXYLD
10$22,120$187.35$25,865$3,351.03$3.7KXYLD

SPVU vs XYLD: Complete Analysis 2026

SPVUStock

The Invesco S&P 500 Enhanced Value ETF (Fund) is based on the S&P 500 Enhanced Value Index (Index). The Fund generally will invest at least 90% of its total assets in common stocks that comprise the Index. The Index tracks the performance of stocks in the S&P 500 Index that have the highest "value score." The Fund and Index are reconstituted and rebalanced twice a year on the third Fridays of June and December. Constituents are weighted by their market capitalization and their value score. As of 08/31/2025 the Fund had an overall rating of 4 stars out of 1077 funds and was rated 3 stars out of 1077 funds, 4 stars out of 1018 funds and N/A stars out of N/A funds for the 3-, 5- and 10- year periods, respectively. Source: Morningstar Inc. Ratings are based on a risk-adjusted return measure that accounts for variation in a fund's monthly performance, placing more emphasis on downward variations and rewarding consistent performance. Open-end mutual funds and exchange-traded funds are considered a single population for comparison purposes. Ratings are calculated for funds with at least a three year history. The overall rating is derived from a weighted average of three-, five- and 10-year rating metrics, as applicable, excluding sales charges and including fees and expenses. ©2025 Morningstar Inc. All rights reserved. The information contained herein is proprietary to Morningstar and/or its content providers. It may not be copied or distributed and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance does not guarantee future results. The top 10% of funds in a category receive five stars, the next 22.5% four stars, the next 35% three stars, the next 22.5% two stars and the bottom 10% one star. Ratings are subject to change monthly. Had fees not been waived and/or expenses reimbursed currently or in the past, the Morningstar rating would have been lower. Ratings for other share classes may differ due to different performance characteristics.

Full SPVU 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.