HomeCompareUTRN vs XYLD

UTRN vs XYLD: Dividend Comparison 2026

UTRN yields 1.10% · XYLD yields 11.20%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XYLD wins by $4.6K in total portfolio value
10 years
UTRN
UTRN
● Live price
1.10%
Share price
$29.22
Annual div
$0.32
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.2K
Annual income
$117.78
Full UTRN calculator →
XYLD
Global X S&P 500 Covered Call ETF
● Live price
11.20%
Share price
$38.36
Annual div
$4.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.9K
Annual income
$3,351.03
Full XYLD calculator →

Portfolio growth — UTRN vs XYLD

📍 XYLD 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 PeriodUTRNXYLD
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, UTRN + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

UTRN
Annual income on $10K today (after 15% tax)
$93.24/yr
After 10yr DRIP, annual income (after tax)
$100.11/yr
XYLD
Annual income on $10K today (after 15% tax)
$952.37/yr
After 10yr DRIP, annual income (after tax)
$2,848.38/yr
At 15% tax rate, XYLD beats the other by $2,748.26/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

UTRN: 50%XYLD: 50%
100% XYLD50/50100% UTRN
Portfolio after 10yr
$23.6K
Annual income
$1,734.40/yr
Blended yield
7.36%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UTRN buys
0
XYLD buys
0
No recent congressional trades found for UTRN or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUTRNXYLD
Forward yield1.10%11.20%
Annual dividend / share$0.32$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$21.2K$25.9K
Annual income after 10y$117.78$3,351.03
Total dividends collected$1.1K$20.2K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearUTRN PortfolioUTRN Income/yrXYLD PortfolioXYLD Income/yrGap
1← crossover$10,810$109.69$10,840$1,120.44$30.00XYLD
2$11,677$110.81$11,786$1,249.59$109.00XYLD
3$12,606$111.87$12,854$1,397.78$248.00XYLD
4$13,602$112.88$14,063$1,568.33$461.00XYLD
5$14,668$113.82$15,434$1,765.19$766.00XYLD
6$15,809$114.71$16,995$1,993.14$1.2KXYLD
7$17,031$115.55$18,777$2,257.95$1.7KXYLD
8$18,340$116.34$20,818$2,566.58$2.5KXYLD
9$19,741$117.08$23,163$2,927.50$3.4KXYLD
10$21,240$117.78$25,865$3,351.03$4.6KXYLD

UTRN vs XYLD: Complete Analysis 2026

UTRNStock

The fund will normally invest at least 80% of its total assets in securities of the index. The index is designed to measure the performance of a portfolio of 25 stocks selected from the S&P 500 Index that Vesper Capital Management, LLC believes will most likely benefit from the "short-term reversal" effect, as determined by applying a proprietary algorithm ("Chow's Ratio" or "Algorithm").

Full UTRN 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.