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SWOBX vs XYLD: Dividend Comparison 2026

SWOBX yields 5.60% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SWOBX wins by $3.6K in total portfolio value
10 years
SWOBX
SWOBX
● Live price
5.60%
Share price
$17.47
Annual div
$0.98
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.9K
Annual income
$801.15
Full SWOBX 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 — SWOBX vs XYLD

📍 SWOBX pulled ahead of the other in Year 1

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 PeriodSWOBXXYLD
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, SWOBX + XYLD cover 0 of 12 months — good coverage

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

Tax Bracket Optimizer

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

SWOBX
Annual income on $10K today (after 15% tax)
$476.23/yr
After 10yr DRIP, annual income (after tax)
$680.98/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 $2,055.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWOBX: 50%XYLD: 50%
100% XYLD50/50100% SWOBX
Portfolio after 10yr
$27.1K
Annual income
$2,010.08/yr
Blended yield
7.42%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWOBX buys
0
XYLD buys
0
No recent congressional trades found for SWOBX or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWOBXXYLD
Forward yield5.60%10.98% ✓
Annual dividend / share$0.98$4.30 ✓
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$28.9K ✓$25.3K
Annual income after 10y$801.15$3,219.02 ✓
Total dividends collected$6.8K$19.6K ✓
Payment frequencyquarterlymonthly
SectorStockETF

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

YearSWOBX PortfolioSWOBX Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$11,260$560.27$10,818$1,098.39+$442.00 → SWOBX
2$12,638$589.61$11,738$1,222.51+$900.00 → SWOBX
3$14,141$618.47$12,774$1,364.64+$1.4K → SWOBX
4$15,778$646.75$13,944$1,527.86+$1.8K → SWOBX
5$17,557$674.40$15,270$1,715.87+$2.3K → SWOBX
6$19,487$701.34$16,775$1,933.09+$2.7K → SWOBX
7$21,579$727.52$18,490$2,184.87+$3.1K → SWOBX
8$23,842$752.90$20,450$2,477.63+$3.4K → SWOBX
9$26,288$777.45$22,697$2,819.19+$3.6K → SWOBX
10$28,930$801.15$25,280$3,219.02+$3.6K → SWOBX

SWOBX vs XYLD: Complete Analysis 2026

SWOBX — Stock

The fund seeks capital growth and income.

Full SWOBX Calculator →

XYLD — ETF

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.