HomeCompareSVFAX vs QYLD

SVFAX vs QYLD: Dividend Comparison 2026

SVFAX yields 1.57% · QYLD yields 11.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 QYLD wins by $3.5K in total portfolio value· pulled ahead in Year 9
10 years
SVFAX
SVFAX
● Live price
1.57%
Share price
$87.77
Annual div
$1.37
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.9K
Annual income
$173.26
Full SVFAX calculator →
QYLD
Global X Nasdaq 100 Covered Call ETF
● Live price
11.92%
Share price
$17.15
Annual div
$2.04
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.4K
Annual income
$5,659.31
Full QYLD calculator →

Portfolio growth — SVFAX vs QYLD

📍 QYLD pulled ahead of the other in Year 9

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 PeriodSVFAXQYLD
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%.
📅

Dividend Calendar Overlap

Combined, SVFAX + QYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SVFAX
Annual income on $10K today (after 15% tax)
$133.07/yr
After 10yr DRIP, annual income (after tax)
$147.27/yr
QYLD
Annual income on $10K today (after 15% tax)
$1,013.51/yr
After 10yr DRIP, annual income (after tax)
$4,810.41/yr
At 15% tax rate, QYLD beats the other by $4,663.14/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SVFAX + QYLD for your $10,000?

SVFAX: 50%QYLD: 50%
100% QYLD50/50100% SVFAX
Portfolio after 10yr
$23.7K
Annual income
$2,916.29/yr
Blended yield
12.32%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVFAX buys
0
QYLD buys
0
No recent congressional trades found for SVFAX or QYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVFAXQYLD
Forward yield1.57%11.92%
Annual dividend / share$1.37$2.04
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.9K$25.4K
Annual income after 10y$173.26$5,659.31
Total dividends collected$1.7K$27.1K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: SVFAX vs QYLD ($10,000, DRIP)

YearSVFAX PortfolioSVFAX Income/yrQYLD PortfolioQYLD Income/yrGap
1$10,857$156.55$10,352$1,192.36+$505.00SVFAX
2$11,775$158.84$10,830$1,347.57+$945.00SVFAX
3$12,761$161.01$11,460$1,539.07+$1.3KSVFAX
4$13,817$163.07$12,275$1,777.84+$1.5KSVFAX
5$14,949$165.02$13,323$2,078.95+$1.6KSVFAX
6$16,162$166.86$14,667$2,463.34+$1.5KSVFAX
7$17,462$168.60$16,396$2,960.57+$1.1KSVFAX
8$18,855$170.25$18,631$3,612.97+$224.00SVFAX
9← crossover$20,347$171.80$21,548$4,482.15$1.2KQYLD
10$21,944$173.26$25,398$5,659.31$3.5KQYLD

SVFAX vs QYLD: Complete Analysis 2026

SVFAXStock

The investment seeks long-term capital appreciation. To achieve its investment objective, the fund will maintain approximately 25-30 companies in its portfolio and will invest in the common stocks of large capitalization ("large-cap") U.S. companies. The fund's manager considers large-cap companies to be those publicly traded U.S. companies with capitalizations exceeding $5 billion. It is non-diversified.

Full SVFAX Calculator →

QYLDETF

The Global X Nasdaq 100 Covered Call ETF (QYLD) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Cboe Nasdaq-100 BuyWrite V2 Index.

Full QYLD 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.