AELV dividend calculator

Project income and DRIP growth for Harbor AlphaEdge Large Cap Value ETF, prefilled with its 1.37% forward yield and 0% five-year dividend growth. See the full dividend history →

Final portfolio value
$204,234
after 20 years
Income in year 20
$1,516
$126/month avg
You contributed
$130,000
of your own money
Dividends received
$17,746
total, over 20 years
Yield on cost
1.2%
final year
Growth on top of contributions
$74,234
value minus contributions
$0$0k$834$112k$1,668$225kYear 1: $182 incomeYear 2: $264 incomeYear 3: $345 incomeYear 4: $425 incomeYear 5: $503 incomeYear 6: $580 incomeYear 7: $656 incomeYear 8: $730 incomeYear 9: $803 incomeYear 10: $875 incomeYear 11: $945 incomeYear 12: $1,014 incomeYear 13: $1,081 incomeYear 14: $1,147 incomeYear 15: $1,212 incomeYear 16: $1,275 incomeYear 17: $1,338 incomeYear 18: $1,398 incomeYear 19: $1,458 incomeYear 20: $1,516 incomeY1Y3Y5Y7Y9Y11Y13Y15Y17Y19Y20

Annual income (left)Portfolio value (right) ·

How many shares of AELV for monthly income?

Monthly incomeShares neededCapital at $26.22
$1003,353$87,916
$2508,382$219,776
$50016,764$439,552
$1,00033,527$879,078
$3,000100,579$2,637,181

At AELV's forward payout of $0.3579 per share per year.

Year-by-year breakdown
YearContributedValueAnnual incomeCumulative dividendsYield on cost
1$16,000$16,581$182$1821.1%
2$22,000$23,444$264$4451.2%
3$28,000$30,595$345$7901.2%
4$34,000$38,041$425$1,2151.2%
5$40,000$45,790$503$1,7181.3%
6$46,000$53,850$580$2,2991.3%
7$52,000$62,229$656$2,9541.3%
8$58,000$70,935$730$3,6841.3%
9$64,000$79,976$803$4,4871.3%
10$70,000$89,361$875$5,3621.2%
11$76,000$99,098$945$6,3071.2%
12$82,000$109,198$1,014$7,3201.2%
13$88,000$119,669$1,081$8,4011.2%
14$94,000$130,522$1,147$9,5481.2%
15$100,000$141,766$1,212$10,7601.2%
16$106,000$153,412$1,275$12,0361.2%
17$112,000$165,471$1,338$13,3731.2%
18$118,000$177,953$1,398$14,7721.2%
19$124,000$190,870$1,458$16,2301.2%
20$130,000$204,234$1,516$17,7461.2%

Dividend calculator FAQ

What is DRIP?

DRIP stands for dividend reinvestment plan. Instead of taking dividends as cash, each payment automatically buys more shares, so the next payment is larger. Over years this compounding is the main engine of a dividend portfolio.

What is yield on cost?

Yield on cost is the dividends you receive in a year divided by what you originally paid, not the current price. A stock bought at a 3% yield whose dividend has doubled now pays 6% on your original cost.

Is this projection a guarantee?

No. The calculator assumes constant yield, growth and reinvestment and ignores taxes, fees and the chance of a dividend cut. Real results will differ. Treat it as a planning range, not a promise.

Should I use forward or trailing yield?

The per-ticker calculator prefills the forward yield (the indicated annual rate divided by price) because it reflects the current payout. You can override any input.

Projections assume constant yield and growth and ignore taxes, fees and dividend cuts. For education only, not investment advice.