HomeCompareSTMGX vs XYLD

STMGX vs XYLD: Dividend Comparison 2026

STMGX yields 35.63% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 STMGX wins by $156.9K in total portfolio value
10 years
STMGX
STMGX
● Live price
35.63%
Share price
$24.68
Annual div
$8.79
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$182.2K
Annual income
$27,944.92
Full STMGX 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 — STMGX vs XYLD

📍 STMGX 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 PeriodSTMGXXYLD
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, STMGX + XYLD cover 0 of 12 monthsgood coverage

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

STMGX
Annual income on $10K today (after 15% tax)
$3,028.69/yr
After 10yr DRIP, annual income (after tax)
$23,753.18/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, STMGX beats the other by $21,017.01/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

STMGX: 50%XYLD: 50%
100% XYLD50/50100% STMGX
Portfolio after 10yr
$103.8K
Annual income
$15,581.97/yr
Blended yield
15.02%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

STMGX buys
0
XYLD buys
0
No recent congressional trades found for STMGX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSTMGXXYLD
Forward yield35.63%10.98%
Annual dividend / share$8.79$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$182.2K$25.3K
Annual income after 10y$27,944.92$3,219.02
Total dividends collected$132.2K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSTMGX PortfolioSTMGX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$14,263$3,563.17$10,818$1,098.39+$3.4KSTMGX
2$20,011$4,749.73$11,738$1,222.51+$8.3KSTMGX
3$27,640$6,227.94$12,774$1,364.64+$14.9KSTMGX
4$37,614$8,039.40$13,944$1,527.86+$23.7KSTMGX
5$50,472$10,224.77$15,270$1,715.87+$35.2KSTMGX
6$66,827$12,822.37$16,775$1,933.09+$50.1KSTMGX
7$87,372$15,866.77$18,490$2,184.87+$68.9KSTMGX
8$112,876$19,387.55$20,450$2,477.63+$92.4KSTMGX
9$144,185$23,408.13$22,697$2,819.19+$121.5KSTMGX
10$182,223$27,944.92$25,280$3,219.02+$156.9KSTMGX

STMGX vs XYLD: Complete Analysis 2026

STMGXStock

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of medium capitalization companies. The fund's manager considers a company to be a medium capitalization company if it has a market capitalization (stock market worth), at the time of investment, between $1 billion and the market capitalization of the largest company in the Russell Midcap® Index.

Full STMGX 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.