Dividend & income calculators, by ticker
Not every high yield is a dividend. These calculators are grouped by what the fund actually is — a growing qualified dividend, a covered-call option-premium distribution, a REIT's ordinary-income payout, or a broad-index total return — because each is taxed differently and some can pay out more than the underlying can sustainably earn. Pick a fund and project its income the honest way: a range, not a single number, modeled after tax for the account you choose.
Nothing matched that. Browse the full index.
Dividend growth
Qualified · 0/15/20% LTCG ratesQuality-screened equity funds that pay a growing per-share dividend. Distributions are generally qualified (taxed at long-term capital-gains rates), and there is no NAV erosion — dividend and price compound together.
DGRO Dividend Calculator
iShares Core Dividend Growth ETF · yield 2.1% · qualified dividend · expense 0.08%
Dividend growthDGRW Dividend Calculator
WisdomTree U.S. Quality Dividend Growth Fund · yield 1.3% · qualified dividend · expense 0.28%
Dividend growthNOBL Dividend Calculator
ProShares S&P 500 Dividend Aristocrats ETF · yield 2.0% · qualified dividend · expense 0.35%
Dividend growthSCHD Dividend Calculator
Schwab U.S. Dividend Equity ETF · yield 3.3% · qualified dividend · expense 0.06%
Dividend growthSDY Dividend Calculator
SPDR S&P Dividend ETF · yield 2.5% · qualified dividend · expense 0.35%
Dividend growthVIG Dividend Calculator
Vanguard Dividend Appreciation ETF · yield 1.5% · qualified dividend · expense 0.04%
Dividend growthVYM Dividend Calculator
Vanguard High Dividend Yield ETF · yield 2.5% · qualified dividend · expense 0.04%
Covered-call income
⚠ Ordinary income · NAV-erosion riskHigh option-premium distributions, not growing dividends. Written calls cap upside, so per-share growth is modeled at zero and the model caps assumed total return at a conservative ceiling, booking the surplus as NAV drag. Taxed as ordinary income (JEPI/JEPQ, up to 37%) or as §1256 gains + return-of-capital (SPYI) — heaviest in a taxable account. Each calculator flags the NAV-erosion drag and the after-tax gap.
DIVO Dividend Calculator
Amplify CWP Enhanced Dividend Income ETF · yield 4.8% · ⚠ §1256 gains + return-of-capital · expense 0.56%
Covered-call incomeGPIX Dividend Calculator
Goldman Sachs S&P 500 Premium Income ETF · yield 8.5% · ⚠ §1256 gains + return-of-capital · expense 0.29%
Covered-call incomeJEPI Dividend Calculator
JPMorgan Equity Premium Income ETF · yield 8.5% · ⚠ option premium · ordinary income · expense 0.35%
Covered-call incomeJEPQ Dividend Calculator
JPMorgan Nasdaq Equity Premium Income ETF · yield 10.4% · ⚠ option premium · ordinary income · expense 0.35%
Covered-call incomeQQQI Dividend Calculator
NEOS Nasdaq-100 High Income ETF · yield 14.2% · ⚠ §1256 gains + return-of-capital · expense 0.68%
Covered-call incomeQYLD Dividend Calculator
Global X NASDAQ 100 Covered Call ETF · yield 11.8% · ⚠ §1256 gains + return-of-capital · expense 0.60%
Covered-call incomeSPYI Dividend Calculator
NEOS S&P 500 High Income ETF · yield 12.0% · ⚠ §1256 gains + return-of-capital · expense 0.68%
Covered-call incomeXYLD Dividend Calculator
Global X S&P 500 Covered Call ETF · yield 11.0% · ⚠ §1256 gains + return-of-capital · expense 0.60%
REIT income
Ordinary income · §199A eligibleA monthly-paying real-estate distribution. Mostly non-qualified ordinary income (taxed at your marginal rate, with a §199A deduction on the eligible slice and some return-of-capital), but with no systematic NAV erosion — the payout grows slowly and principal is preserved.
ADC Dividend Calculator
Agree Realty Corporation · yield 4.3% · REIT · §199A ordinary income · expense 0.00%
REIT incomeMAIN Dividend Calculator
Main Street Capital Corporation · yield 7.8% · ordinary income · expense 0.00%
REIT incomeO Dividend Calculator
Realty Income Corporation · yield 5.1% · REIT · §199A ordinary income · expense 0.00%
REIT incomeSCHH Dividend Calculator
Schwab U.S. REIT ETF · yield 2.8% · REIT · §199A ordinary income · expense 0.07%
REIT incomeSTAG Dividend Calculator
STAG Industrial, Inc. · yield 4.0% · REIT · §199A ordinary income · expense 0.00%
REIT incomeVNQ Dividend Calculator
Vanguard Real Estate ETF · yield 3.4% · REIT · §199A ordinary income · expense 0.13%
Broad index
Qualified · total-return, low yieldTotal-return funds held for price growth, not income. The dividend is small and qualified, so the annual tax drag is minor; most of the return is deferred capital gains realized only when you sell. The portfolio-value line does the work here, not the income line.
IVV Dividend Calculator
iShares Core S&P 500 ETF · yield 1.1% · qualified dividend · expense 0.03%
Broad indexQQQ Dividend Calculator
Invesco QQQ Trust (Nasdaq-100) · yield 0.5% · qualified dividend · expense 0.20%
Broad indexSCHG Dividend Calculator
Schwab U.S. Large-Cap Growth ETF · yield 0.4% · qualified dividend · expense 0.04%
Broad indexSPY Dividend Calculator
SPDR S&P 500 ETF Trust · yield 1.0% · qualified dividend · expense 0.09%
Broad indexVOO Dividend Calculator
Vanguard S&P 500 ETF · yield 1.1% · qualified dividend · expense 0.03%
Broad indexVTI Dividend Calculator
Vanguard Total Stock Market ETF · yield 1.1% · qualified dividend · expense 0.03%
Broad indexVUG Dividend Calculator
Vanguard Growth ETF · yield 0.4% · qualified dividend · expense 0.03%
Broad indexVXUS Dividend Calculator
Vanguard Total International Stock ETF · yield 2.5% · qualified dividend · expense 0.05%
Compare two funds head-to-head
Same engine · after-taxSide-by-side projections that run both funds through the identical engine and rank them by after-tax income and terminal value — so the growth-vs-income and taxable-vs-Roth trade-offs are explicit, not implied. A few of the most-asked pairings are below, one from each decision type; the full set lives in the comparison directory.
SCHD vs JEPI
Growing qualified dividend vs high option-premium income — the after-tax gap in a taxable account.
Income vs incomeJEPI vs JEPQ
S&P 500 vs Nasdaq-100 covered-call income — yield, volatility, and NAV erosion.
Dividend vs indexSCHD vs VOO
A dividend-growth tilt vs the total-return S&P 500 benchmark it is measured against.
Income vs growthSCHD vs SCHG
A dividend-growth screen vs large-cap growth — income now vs deferred price appreciation.
Broad indexVOO vs VTI
S&P 500 vs total U.S. market — near-identical yield, a small breadth difference.
Index vs growthVOO vs QQQ
S&P 500 vs Nasdaq-100 — total-return growth tilt and its higher expense.
How these calculators work — and why the categories matter ›
Each calculator starts from that fund's current distribution yield, its per-share distribution growth, and its expense ratio — the figures on each card, sourced from the fund provider and dated asOf 2026-06. You set the starting investment, monthly contribution, horizon, whether distributions are reinvested (DRIP), and the account (taxable / Traditional IRA / Roth). The projection compounds forward and reports annual income, portfolio value, and yield-on-cost at your chosen year — every output a low / base / high scenario range, because forward growth is an editorial preset assumption, not a prediction.
The category grouping is not cosmetic. Dividend-growth and broad-index funds pay qualified dividends taxed at 0/15/20% and compound cleanly. Covered-call income funds (JEPI, JEPQ, SPYI) do not: their distribution is option-premium driven — modeled at zero per-share growth, taxed as ordinary income or §1256/return-of-capital, and capped by a conservative total-return ceiling whose surplus the calculator subtracts from price growth and flags as a warning. REIT income (O) is ordinary income with a §199A deduction. Labeling all of these simply "dividends" would overstate both the growth and the after-tax result — which is exactly what these calculators are built not to do. Educational estimates, not investment advice.
Related
- Dividend snowball
After-tax DRIP with real IRS brackets and a dividend-cut stress overlay.
- Live off dividends
The portfolio needed to live on distributions, taxed with the current-year engine.
- Qualified vs ordinary dividends
Why covered-call and REIT income is taxed harder than a qualified dividend.
- All calculators
The full index across accumulate, reach-FI, and drawdown.