Compare · 2 funds side by side · dividends reinvested

STOX and XYLD

STOXHorizon Funds×XYLDGlobal X×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,358XYLD · best of the two

02 / 04

STOX and XYLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.20%+11.6%+15.6%+14.9%+7.5%−5.3%7.1%$3.3B1.1

Horizon Funds - Horizon Core Equity ETFIncome · Covered calls0.70%0.17%+13.6%+14.4%[…][…]−9.3%13.0%$237M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: STOX 2025 · XYLD 2013

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Funds - Horizon Core Equity ETF · $237M[…]

STOX

XYLD

Global X - S&P 500 Covered Call ETF · $3.3B$14,358

$10,000 five years ago, dividends reinvested · they hold 53.7% in common

STOXMeasureXYLD

+13.6%Year to dateJan 1 → Nov 4+11.6%

+14.4%1 yearTotal return+15.6%

[…]3 years · per year$10,000 became […] · $15,175+14.9%

[…]5 years · per year$10,000 became […] · $14,358+7.5%

0.70%Expense ratio$70 · $60 a year on $10k · lower is better0.60%

0.17%Trailing 12-mo yield$17 · $1,020 a year on $10k10.20%

−9.3%Worst dropSmaller is better−5.3%

13.0%VolatilityLower is calmer7.1%

STOXXYLD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5XYLD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

STOX vs XYLD: Top 5 Holdings

Today

STOX

25.2%in top 5

XYLD

in top 527.5%

STOXStockXYLD

6.3%NVDA7.7%

not top 5AAPL7.5%

6.4%MAGSnot top 5

5.5%MSFT6.0%

4.4%GOOGL2.5%

not top 5AMZN3.8%

2.5%AVGOnot top 5

Held in common53.7%

End-of-day Nov 4, 2026 · share of each fund

STOX vs XYLD Returns, Every Period

Horizon FundsSTOX

+14.4%

past year

XYLDGlobal X

+15.6%

past year

STOXXYLDFaded: behind in that period

1–1Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

STOX vs XYLD

YTD

Horizon FundsSTOX

+13.6%

XYLDGlobal X

+11.6%

+13.6%Year to date+11.6%

−9.3%Worst drop · 1Y−5.3%

13.0%Volatility · 1Y7.1%

0.2%Yield10.2%

$237MAssets$3.3B

3–1XYLD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STOX, XYLD

Today

0.60%lowest, XYLD

FundExpense ratioFee$10k

XYLD0.60%$60

STOX0.70%$70

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: STOX, XYLD

10.20%highest, XYLD

FundTrailing yieldYield$10k

XYLD10.20%$1,020

STOX0.17%$17

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$960most kept, XYLD

XYLD$1,020 − $60 = $960

STOX$17 − $70 = −$53

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: STOX, XYLD

Today

53.7%most shared, STOX and XYLD

STOXXYLD

STOX—53.7%

XYLD53.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.6%XYLD, at 7.1% volatility

XYLDWorst drop−5.3%7.1% vol

STOXWorst drop−9.3%13.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XYLDSTOX

+11.6%Year to date+13.6%

10.2%Yield0.2%

+15.6%Past year+14.4%

0.60%Fee0.70%

3–1XYLD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026