HomeCompareSREZX vs XYLD

SREZX vs XYLD: Dividend Comparison 2026

SREZX yields 2.41% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XYLD wins by $2.0K in total portfolio value· pulled ahead in Year 7
10 years
SREZX
SREZX
● Live price
2.41%
Share price
$14.12
Annual div
$0.34
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$23.3K
Annual income
$281.34
Full SREZX 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 — SREZX vs XYLD

📍 XYLD pulled ahead of the other in Year 7

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 PeriodSREZXXYLD
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, SREZX + XYLD cover 0 of 12 monthsgood coverage

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

SREZX
Annual income on $10K today (after 15% tax)
$204.70/yr
After 10yr DRIP, annual income (after tax)
$239.14/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 $2,497.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SREZX: 50%XYLD: 50%
100% XYLD50/50100% SREZX
Portfolio after 10yr
$24.3K
Annual income
$1,750.18/yr
Blended yield
7.21%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SREZX buys
0
XYLD buys
0
No recent congressional trades found for SREZX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSREZXXYLD
Forward yield2.41%10.98%
Annual dividend / share$0.34$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$23.3K$25.3K
Annual income after 10y$281.34$3,219.02
Total dividends collected$2.6K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSREZX PortfolioSREZX Income/yrXYLD PortfolioXYLD Income/yrGap
1$10,941$240.82$10,818$1,098.39+$123.00SREZX
2$11,953$246.24$11,738$1,222.51+$215.00SREZX
3$13,041$251.42$12,774$1,364.64+$267.00SREZX
4$14,210$256.36$13,944$1,527.86+$266.00SREZX
5$15,466$261.07$15,270$1,715.87+$196.00SREZX
6$16,814$265.56$16,775$1,933.09+$39.00SREZX
7← crossover$18,261$269.82$18,490$2,184.87$229.00XYLD
8$19,813$273.86$20,450$2,477.63$637.00XYLD
9$21,478$277.70$22,697$2,819.19$1.2KXYLD
10$23,263$281.34$25,280$3,219.02$2.0KXYLD

SREZX vs XYLD: Complete Analysis 2026

SREZXStock

The fund seeks to achieve its investment objective by investing primarily in real estate securities. It normally will invest at least 80% of its investable assets in equity and equity-related securities of real estate companies, principally real estate investment trusts (REITs), and other real estate securities. The fund invests in approximately 30-50 securities in which the portfolio managers have a high level of conviction for seeking capital appreciation and/or income.

Full SREZX 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.