Compare · 2 funds side by side · dividends reinvested

YLDW and XYLD

YLDWWestwood×XYLDGlobal X×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,806XYLD · best of the two

02 / 03

YLDW and XYLD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.59%+7.5%+11.7%+13.3%+6.7%−5.3%8.0%$3.3B1.0

Westwood Enhanced Income Opportunity ETFIncome · Covered calls0.79%7.03%+3.4%[…][…][…][…][…]$42M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: YLDW 2025 · XYLD 2013

Head to Head

Swap sides Versus in desk

Head to Head

Westwood Enhanced Income Opportunity ETF · $42M[…]

YLDW

XYLD

Global X - S&P 500 Covered Call ETF · $3.3B$13,806

$10,000 five years ago, dividends reinvested · they hold 24.7% in common

YLDWMeasureXYLD

+3.4%Year to dateJan 1 → Nov 5+7.5%

[…]1 yearTotal return+11.7%

[…]3 years · per year$10,000 became […] · $14,532+13.3%

[…]5 years · per year$10,000 became […] · $13,806+6.7%

0.79%Expense ratio$79 · $60 a year on $10k · lower is better0.60%

7.03%Trailing 12-mo yield$703 · $1,059 a year on $10k10.59%

[…]Worst dropSmaller is better−5.3%

[…]VolatilityLower is calmer8.0%

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

0–3XYLD wins

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

More Ways to See the Pairs

YLDW vs XYLD: Top 5 Holdings

Today

YLDW

17.3%in top 5

XYLD

in top 528.0%

YLDWStockXYLD

3.1%AAPL7.8%

not top 5NVDA7.4%

3.5%MSFT6.3%

4.5%GILDnot top 5

not top 5AMZN4.0%

3.4%MRKnot top 5

2.7%JPMnot top 5

not top 5GOOGL2.6%

Held in common24.7%

End-of-day Nov 5, 2026 · share of each fund

YLDW vs XYLD Returns, Every Period

WestwoodYLDW

[…]

past year

XYLDGlobal X

+11.7%

past year

YLDWXYLDFaded: behind in that period

0–1XYLD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

YLDW vs XYLD

YTD

WestwoodYLDW

+3.4%

XYLDGlobal X

+7.5%

+3.4%Year to date+7.5%

[…]Worst drop · 1Y−5.3%

[…]Volatility · 1Y8.0%

7.0%Yield10.6%

$42.1MAssets$3.3B

2–0XYLD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: YLDW, XYLD

Today

0.60%lowest, XYLD

FundExpense ratioFee$10k

XYLD0.60%$60

YLDW0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: YLDW, XYLD

10.59%highest, XYLD

FundTrailing yieldYield$10k

XYLD10.59%$1,059

YLDW7.03%$703

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$999most kept, XYLD

XYLD$1,059 − $60 = $999

YLDW$703 − $79 = $624

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: YLDW, XYLD

Today

24.7%most shared, YLDW and XYLD

YLDWXYLD

YLDW—24.7%

XYLD24.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.7%XYLD, at 8.0% volatility

XYLDWorst drop−5.3%8.0% vol

YLDWWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XYLDYLDW

+7.5%Year to date+3.4%

10.6%Yield7.0%

+11.7%Past year[…]

0.60%Fee0.79%

3–0XYLD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026