Portfolio Income Calculator — Estimate Blended Dividend Yield
Select dividend ETFs, enter amounts and yields, and estimate your total annual dividend income, monthly payout, blended yield, and weighted expense ratio.
June 14, 2026 · InvestIQs Editorial | Translations:
Enter the figure from the issuer's official page. This site does not supply yield data.
Estimated result (based on assumptions)
Total invested
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Total annual dividend
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Monthly average (annual ÷ 12)
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Blended yield
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Blended expense ratio
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Ticker
Amount (USD)
Weight %
Annual dividend
Dividend yield
Results are estimates based on your inputs. Taxes, fees, and market conditions may differ. This is information only, not investment advice.
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This content was prepared with an AI-assisted workflow (AI-assisted editorial workflow) for information only, not investment or tax advice. Actual tax and investment outcomes depend on account type, product structure, current rules, and personal circumstances.
Why blended yield matters
When you hold multiple dividend ETFs, each with a different yield and expense ratio, the income your portfolio actually generates depends on how much you have in each. A blended yield — weighted by your dollar amounts — gives a more accurate picture than looking at any single ETF in isolation. This tool does that math for you.
How to use this calculator
Choose a ticker from the dropdown, enter the amount invested and that fund’s yield, and add as many positions as you like. This site does not supply yields — take each one from the issuer page. The calculator shows your total annual and monthly dividend estimate, the weighted average yield, and the weighted average expense ratio across your whole portfolio. Use it alongside the rebalancing tool to plan both your allocation and your expected income at the same time.
Entering 3.25% for 6,000 USD of SCHD and 8.45% for 4,000 USD of JEPI gives 195 + 338 = 533 USD of annual dividends, so the blended yield is 533 ÷ 10,000 = 5.33%. You type the yields per row; the blended expense ratio uses the issuer-disclosed figures this site does carry, weighted the same way.
Assumptions
All math runs in your browser; inputs are never sent to a server.
Currency display uses a fixed exchange rate captured on the date below, not a live rate.
Data sources
This site does not supply yield, distribution, or return data. You enter the yield yourself from the issuer's official page. Only the expense ratio is carried here, as an issuer-published figure maintained by hand.
FX rates are closing values from the same collection run.