HomeCompareXMVM vs XYLD

XMVM vs XYLD: Dividend Comparison 2026

XMVM yields 2.09% · XYLD yields 10.98%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XYLD wins by $2.5K in total portfolio value· pulled ahead in Year 5
10 years
XMVM
XMVM
● Live price
2.09%
Share price
$64.67
Annual div
$1.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$238.62
Full XMVM 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 — XMVM vs XYLD

📍 XYLD pulled ahead of the other in Year 5

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 PeriodXMVMXYLD
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, XMVM + XYLD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

XMVM
Annual income on $10K today (after 15% tax)
$177.24/yr
After 10yr DRIP, annual income (after tax)
$202.83/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 $2,533.34/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

XMVM: 50%XYLD: 50%
100% XYLD50/50100% XMVM
Portfolio after 10yr
$24.0K
Annual income
$1,728.82/yr
Blended yield
7.20%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

XMVM buys
0
XYLD buys
0
No recent congressional trades found for XMVM or XYLD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricXMVMXYLD
Forward yield2.09%10.98%
Annual dividend / share$1.35$4.30
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.7K$25.3K
Annual income after 10y$238.62$3,219.02
Total dividends collected$2.2K$19.6K
Payment frequencyquarterlymonthly
SectorStockETF

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

YearXMVM PortfolioXMVM Income/yrXYLD PortfolioXYLD Income/yrGap
1$10,909$208.52$10,818$1,098.39+$91.00XMVM
2$11,885$212.59$11,738$1,222.51+$147.00XMVM
3$12,933$216.46$12,774$1,364.64+$159.00XMVM
4$14,059$220.14$13,944$1,527.86+$115.00XMVM
5← crossover$15,266$223.64$15,270$1,715.87$4.00XYLD
6$16,562$226.97$16,775$1,933.09$213.00XYLD
7$17,951$230.12$18,490$2,184.87$539.00XYLD
8$19,441$233.11$20,450$2,477.63$1.0KXYLD
9$21,038$235.94$22,697$2,819.19$1.7KXYLD
10$22,749$238.62$25,280$3,219.02$2.5KXYLD

XMVM vs XYLD: Complete Analysis 2026

XMVMStock

The Invesco S&P MidCap Value with Momentum ETF (Fund) is based on the S&P MidCap 400 High Momentum Value Index (Index). The Fund will invest at least 90% of its total assets in securities that comprise the Index. The Index is composed of 80 securities in the S&P MidCap 400 Index having both the highest "value scores" and "momentum scores". The Fund and the Index are rebalanced and reconstituted semi-annually on the third Friday of June and December.

Full XMVM 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.