XYLD Total Return Calculator
$10,000 since Jun 2013, with and without reinvesting · data through Oct 2026
$10,000 invested in XYLD ten years ago, at the end of Oct 2016, was worth $22,795 at the end of Oct 2026 with every distribution reinvested: 8.6% a year, against $41,633 in the S&P 500. Since Jun 2013, $10,000 became $28,661 reinvested (8.2% a year), or $21,437 taking the distributions as cash, $11,276 of it paid out along the way.
XYLD became
$28,661
S&P 500: $58,893
Return a year
8.2%
S&P 500: 14.2%
Payouts reinvested
$19,371
bought more shares
Worst drop
-23.5%
S&P 500: -23.9%
$10,000, Jun 2013 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | XYLD total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +10.3% | $2,349 | +11.7% |
| 2025 | +8.0% | $2,599 | +17.7% |
| 2024 | +19.5% | $2,615 | +24.9% |
| 2023 | +11.1% | $2,006 | +26.2% |
| 2022 | −12.0% | $2,277 | −18.2% |
| 2021 | +19.6% | $1,776 | +28.7% |
| 2020 | −0.6% | $1,300 | +18.3% |
| 2019 | +21.4% | $967 | +31.2% |
| 2018 | −6.1% | $991 | −4.6% |
| 2017 | +16.5% | $756 | +21.7% |
| 2016 | +7.6% | $414 | +12.0% |
| 2015 | +0.6% | $557 | +1.2% |
| 2014 | +7.6% | $490 | +13.5% |
| 2013 (part) | +12.0% | $275 | +16.3% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: XYLD total return
Data as of · Source: SmarterDividends data
- $10,000 invested in XYLD at the end of Jun 2013, with distributions reinvested, was worth $28,661 at the end of Oct 2026: 8.2% a year, against $58,893 (14.2% a year) in the S&P 500.
- Over the 10 years to Oct 2026, XYLD turned $10,000 into $22,795 with distributions reinvested, 8.6% a year.
- Over the 5 years to Oct 2026, XYLD returned 7.2% a year with distributions reinvested (S&P 500: 12.0%).
- Taking XYLD's distributions as cash instead of reinvesting them, the same $10,000 ended at $21,437, including $11,276 of cash received; reinvesting added $7,224.
- XYLD's best calendar year in that time was 2019 (21.4%) and its worst 2022 (-12.0%), with distributions reinvested.
Cite this page
SmarterDividends, "XYLD Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/XYLD/total-return
XYLD total return questions
If I invested $10,000 in XYLD 10 years ago, how much would I have?
About $22,795 at the end of Oct 2026, with every distribution reinvested: 8.6% a year. Taking them as cash, you'd have shares worth $9,347 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is XYLD's total return since Jun 2013?
187% in total, or 8.2% a year, through Oct 2026 with distributions reinvested. The share price alone rose 2%.
How much of XYLD's return came from distributions?
About 99% of its yearly return since Jun 2013. Reinvesting them, rather than taking cash, left you $7,224 better off on a $10,000 start.
What was XYLD's worst year?
2022, at -12.0% with distributions reinvested (S&P 500: -18.2%). Its deepest fall from a peak, on month-end values, was -23.5%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.