VGSR dividend calculator

Project income and DRIP growth for Vert Global Sustainable Real Estate ETF, prefilled with its 3.38% forward yield and 0% five-year dividend growth. See the full dividend history →

Final portfolio value
$244,065
after 20 years
Income in year 20
$4,467
$372/month avg
You contributed
$130,000
of your own money
Dividends received
$49,698
total, over 20 years
Yield on cost
3.4%
final year
Growth on top of contributions
$114,065
value minus contributions
$0$0k$2,457$134k$4,914$268kYear 1: $453 incomeYear 2: $668 incomeYear 3: $883 incomeYear 4: $1,099 incomeYear 5: $1,316 incomeYear 6: $1,532 incomeYear 7: $1,748 incomeYear 8: $1,963 incomeYear 9: $2,178 incomeYear 10: $2,393 incomeYear 11: $2,606 incomeYear 12: $2,819 incomeYear 13: $3,031 incomeYear 14: $3,241 incomeYear 15: $3,449 incomeYear 16: $3,656 incomeYear 17: $3,862 incomeYear 18: $4,066 incomeYear 19: $4,267 incomeYear 20: $4,467 incomeY1Y3Y5Y7Y9Y11Y13Y15Y17Y19Y20

Annual income (left)Portfolio value (right) ·

How many shares of VGSR for monthly income?

Monthly incomeShares neededCapital at $11.25
$1003,158$35,521
$2507,895$88,803
$50015,790$177,606
$1,00031,579$355,201
$3,00094,737$1,065,602

At VGSR's forward payout of $0.38 per share per year.

Year-by-year breakdown
YearContributedValueAnnual incomeCumulative dividendsYield on cost
1$16,000$16,857$453$4532.8%
2$22,000$24,138$668$1,1213.0%
3$28,000$31,856$883$2,0043.2%
4$34,000$40,026$1,099$3,1043.2%
5$40,000$48,660$1,316$4,4193.3%
6$46,000$57,772$1,532$5,9513.3%
7$52,000$67,378$1,748$7,6993.4%
8$58,000$77,491$1,963$9,6623.4%
9$64,000$88,126$2,178$11,8403.4%
10$70,000$99,298$2,393$14,2333.4%
11$76,000$111,022$2,606$16,8403.4%
12$82,000$123,314$2,819$19,6593.4%
13$88,000$136,189$3,031$22,6893.4%
14$94,000$149,665$3,241$25,9303.4%
15$100,000$163,756$3,449$29,3793.4%
16$106,000$178,481$3,656$33,0363.4%
17$112,000$193,857$3,862$36,8983.4%
18$118,000$209,900$4,066$40,9633.4%
19$124,000$226,630$4,267$45,2313.4%
20$130,000$244,065$4,467$49,6983.4%

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.