BDVG dividend calculator

Project income and DRIP growth for IMGP Berkshire Dividend Growth ETF, prefilled with its 1.53% forward yield and 0% five-year dividend growth. See the full dividend history →

Final portfolio value
$207,177
after 20 years
Income in year 20
$1,724
$144/month avg
You contributed
$130,000
of your own money
Dividends received
$20,094
total, over 20 years
Yield on cost
1.3%
final year
Growth on top of contributions
$77,177
value minus contributions
$0$0k$948$114k$1,896$228kYear 1: $204 incomeYear 2: $296 incomeYear 3: $388 incomeYear 4: $478 incomeYear 5: $567 incomeYear 6: $654 incomeYear 7: $740 incomeYear 8: $824 incomeYear 9: $907 incomeYear 10: $988 incomeYear 11: $1,069 incomeYear 12: $1,147 incomeYear 13: $1,224 incomeYear 14: $1,300 incomeYear 15: $1,374 incomeYear 16: $1,447 incomeYear 17: $1,518 incomeYear 18: $1,588 incomeYear 19: $1,657 incomeYear 20: $1,724 incomeY1Y3Y5Y7Y9Y11Y13Y15Y17Y19Y20

Annual income (left)Portfolio value (right) ·

How many shares of BDVG for monthly income?

Monthly incomeShares neededCapital at $15.16
$1005,173$78,418
$25012,932$196,036
$50025,863$392,057
$1,00051,725$784,099
$3,000155,173$2,352,268

At BDVG's forward payout of $0.232 per share per year.

Year-by-year breakdown
YearContributedValueAnnual incomeCumulative dividendsYield on cost
1$16,000$16,604$204$2041.3%
2$22,000$23,500$296$5001.3%
3$28,000$30,696$388$8881.4%
4$34,000$38,199$478$1,3661.4%
5$40,000$46,018$567$1,9331.4%
6$46,000$54,160$654$2,5861.4%
7$52,000$62,633$740$3,3261.4%
8$58,000$71,446$824$4,1501.4%
9$64,000$80,608$907$5,0571.4%
10$70,000$90,128$988$6,0461.4%
11$76,000$100,014$1,069$7,1141.4%
12$82,000$110,277$1,147$8,2611.4%
13$88,000$120,926$1,224$9,4851.4%
14$94,000$131,972$1,300$10,7851.4%
15$100,000$143,424$1,374$12,1601.4%
16$106,000$155,294$1,447$13,6061.4%
17$112,000$167,593$1,518$15,1251.4%
18$118,000$180,332$1,588$16,7131.3%
19$124,000$193,522$1,657$18,3701.3%
20$130,000$207,177$1,724$20,0941.3%

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.