HEZU dividend calculator

Project income and DRIP growth for iShares Currency Hedged MSCI Eu, prefilled with its 3.40% forward yield and 7.9% five-year dividend growth. See the full dividend history →

Final portfolio value
$400,840
after 20 years
Income in year 20
$31,582
$2,632/month avg
You contributed
$130,000
of your own money
Dividends received
$187,807
total, over 20 years
Yield on cost
24.3%
final year
Growth on top of contributions
$270,840
value minus contributions
$0$0k$17,370$220k$34,741$441kYear 1: $473 incomeYear 2: $754 incomeYear 3: $1,080 incomeYear 4: $1,459 incomeYear 5: $1,900 incomeYear 6: $2,412 incomeYear 7: $3,007 incomeYear 8: $3,701 incomeYear 9: $4,509 incomeYear 10: $5,453 incomeYear 11: $6,556 incomeYear 12: $7,849 incomeYear 13: $9,368 incomeYear 14: $11,156 incomeYear 15: $13,267 incomeYear 16: $15,767 incomeYear 17: $18,736 incomeYear 18: $22,273 incomeYear 19: $26,504 incomeYear 20: $31,582 incomeY1Y3Y5Y7Y9Y11Y13Y15Y17Y19Y20

Annual income (left)Portfolio value (right) ·

How many shares of HEZU for monthly income?

Monthly incomeShares neededCapital at $49.42
$100716$35,385
$2501,788$88,363
$5003,576$176,726
$1,0007,152$353,452
$3,00021,455$1,060,306

At HEZU's forward payout of $1.678 per share per year.

Year-by-year breakdown
YearContributedValueAnnual incomeCumulative dividendsYield on cost
1$16,000$16,877$473$4733.0%
2$22,000$24,246$754$1,2273.4%
3$28,000$32,167$1,080$2,3073.9%
4$34,000$40,711$1,459$3,7674.3%
5$40,000$49,959$1,900$5,6674.7%
6$46,000$60,004$2,412$8,0785.2%
7$52,000$70,956$3,007$11,0865.8%
8$58,000$82,940$3,701$14,7866.4%
9$64,000$96,105$4,509$19,2957.0%
10$70,000$110,624$5,453$24,7487.8%
11$76,000$126,699$6,556$31,3048.6%
12$82,000$144,570$7,849$39,1539.6%
13$88,000$164,519$9,368$48,52110.6%
14$94,000$186,884$11,156$59,67811.9%
15$100,000$212,064$13,267$72,94513.3%
16$106,000$240,538$15,767$88,71214.9%
17$112,000$272,882$18,736$107,44816.7%
18$118,000$309,789$22,273$129,72118.9%
19$124,000$352,101$26,504$156,22421.4%
20$130,000$400,840$31,582$187,80724.3%

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.