Reviewed ETF scenarios
Estimate annual ETF distribution income plus average monthly and weekly equivalents using an investment amount and a reviewed fund’s source-reported yield. The result is a planning scenario—not a promised payment—and includes separate expense-ratio context so cash distributions are not confused with net return.
What this tool calculates
Annual estimate = investment amount × source-reported yield. Average monthly and weekly equivalents divide that annual estimate by 12 and 52. The scheduled-distribution average uses the fund’s reviewed payout frequency, but does not predict equal payments.
Worked $10,000 example
At SCHD’s displayed 3.00% source-reported yield, $10,000 produces an annual estimate of $300.00, or an average monthly equivalent of $25.00. SCHD generally pays quarterly, so the monthly figure is a budgeting equivalent rather than a payment schedule.
Multiply $100,000 by the selected ETF’s displayed yield. For example, a 5% source-reported yield implies a $5,000 annual estimate before taxes and without accounting for price changes. The yield and distributions can change, so the calculation is not a forecast.
Source-reported data may be delayed, conflicting or inaccurate. Review the linked scorecard, current issuer documents and the methodology before investing.