Dividend Comparison Calculator
Compare up to four dividend stocks or ETFs side by side. Set one scenario and see how each one’s projected value, income, and return stack up over time.
Each ticker uses illustrative default yield and growth assumptions for its category — not live figures. Open any ticker to adjust them. For educational purposes only; not financial advice.
How to compare dividend stocks and ETFs
- Choose two to four tickers from the dropdowns — for example SCHD, JEPI, and O.
- Set the shared scenario: starting amount, monthly contribution, and number of years.
- Toggle reinvestment (DRIP) on or off to model compounding versus taking the cash.
- Read the side-by-side table — the highest value in each row is highlighted — then open a ticker to fine-tune its yield and growth with current numbers.
The full math, including how the money-weighted annualized return is computed, is on the methodology page.
Dividend comparison FAQ
- How does the dividend comparison calculator work?
- Pick up to four stocks or ETFs and set one shared scenario — initial investment, monthly contribution, years, and whether to reinvest. Each ticker is then projected with its own yield and growth assumptions, and the results are shown side by side so you can see which combination of yield, dividend growth, and price growth wins for your time horizon.
- What assumptions does it use for each ticker?
- Each ticker carries an illustrative default yield, dividend-growth rate, and price-growth rate that reflect its category (for example, a high-yield covered-call ETF versus a dividend-growth ETF). These are starting points, not live data — open any ticker to adjust them with current figures before relying on the numbers.
- Why does a lower-yield fund sometimes end up ahead?
- Because total return is yield plus growth. A fund that starts at a lower yield but grows its dividend and price faster can overtake a higher static yield over a long horizon — which is exactly what comparing projected value and annualized return side by side reveals.
- Is this a recommendation to buy any of these?
- No. It is an educational projection based on assumptions you control, held constant. Real dividends can rise, be cut, or stop, and prices fluctuate. Use it to understand trade-offs between funds, not as investment advice.