ETF Dividend Calculator
Calculate and compare dividend returns from popular ETFs
SCHD - Schwab US Dividend Equity ETF
Year by Year Breakdown
| Year | Portfolio Value | Annual Dividends | Cumulative Dividends | Total Return |
|---|
ETF Comparison
| Feature | SCHD | VOO | JEPI |
|---|---|---|---|
| Investment Focus | Quality Dividend Stocks | S&P 500 Index | Equity Income Strategy |
| Dividend Yield | 3.65% | 1.55% | 9.85% |
| Expense Ratio | 0.06% | 0.03% | 0.35% |
| Distribution Frequency | Quarterly | Quarterly | Monthly |
| 5-Year Avg Return | 13.2% | 15.8% | 9.4% |
Frequently Asked Questions
What is an ETF?
An Exchange-Traded Fund (ETF) is a type of investment fund that tracks a specific index, sector, commodity, or other assets, and can be purchased or sold on a stock exchange like a regular stock.
Why invest in dividend ETFs?
Dividend ETFs offer diversification, professional management, and regular income through dividend payments. They can be an efficient way to build a dividend portfolio with lower risk than individual stocks.
How are ETF dividends taxed?
ETF dividends are typically taxed as either qualified or non-qualified dividends. Qualified dividends are taxed at the lower long-term capital gains rate, while non-qualified dividends are taxed as ordinary income.
What is an expense ratio?
An expense ratio is the annual fee that ETFs charge for managing the fund. It's expressed as a percentage of your investment and is deducted from the fund's returns.