HomeCompareTAKAX vs QYLD

TAKAX vs QYLD: Dividend Comparison 2026

TAKAX yields 6.52% · QYLD yields 11.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 TAKAX wins by $5.4K in total portfolio value
10 years
TAKAX
TAKAX
● Live price
6.52%
Share price
$8.03
Annual div
$0.52
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.8K
Annual income
$987.50
Full TAKAX 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 — TAKAX vs QYLD

📍 TAKAX 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 PeriodTAKAXQYLD
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, TAKAX + QYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

TAKAX
Annual income on $10K today (after 15% tax)
$554.33/yr
After 10yr DRIP, annual income (after tax)
$839.38/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 $3,971.04/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TAKAX: 50%QYLD: 50%
100% QYLD50/50100% TAKAX
Portfolio after 10yr
$28.1K
Annual income
$3,323.41/yr
Blended yield
11.83%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

TAKAX buys
0
QYLD buys
0
No recent congressional trades found for TAKAX or QYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTAKAXQYLD
Forward yield6.52%11.92%
Annual dividend / share$0.52$2.04
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.8K$25.4K
Annual income after 10y$987.50$5,659.31
Total dividends collected$8.2K$27.1K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearTAKAX PortfolioTAKAX Income/yrQYLD PortfolioQYLD Income/yrGap
1← crossover$11,352$652.15$10,352$1,192.36+$1.0KTAKAX
2$12,839$691.90$10,830$1,347.57+$2.0KTAKAX
3$14,469$731.31$11,460$1,539.07+$3.0KTAKAX
4$16,252$770.25$12,275$1,777.84+$4.0KTAKAX
5$18,198$808.57$13,323$2,078.95+$4.9KTAKAX
6$20,318$846.16$14,667$2,463.34+$5.7KTAKAX
7$22,623$882.94$16,396$2,960.57+$6.2KTAKAX
8$25,126$918.79$18,631$3,612.97+$6.5KTAKAX
9$27,838$953.67$21,548$4,482.15+$6.3KTAKAX
10$30,774$987.50$25,398$5,659.31+$5.4KTAKAX

TAKAX vs QYLD: Complete Analysis 2026

TAKAXStock

TAKAX is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in TAKAX shares.

Full TAKAX 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 →
📬

Get this TAKAX vs QYLD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

TAKAX vs SCHDTAKAX vs JEPITAKAX vs OTAKAX vs KOTAKAX vs MAINTAKAX vs XYLDTAKAX vs JEPQTAKAX vs RYLD

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.