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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 add as many positions as you like. 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.
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Method and limits
Formula
blended_yield = Σ(amountᵢ × yieldᵢ) ÷ Σ amountᵢ ; blended_expense = Σ(amountᵢ × expenseᵢ) ÷ Σ amountᵢ
Worked example
Holding 6,000 USD of SCHD (3.25% yield) and 4,000 USD of JEPI (8.45%) gives 195 + 338 = 533 USD of annual dividends, so the blended yield is 533 ÷ 10,000 = 5.33%. The blended expense ratio is computed the same way — weighted by amount.
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
- Ticker yields, expense ratios, and returns come from periodically collected public market data (Yahoo Finance). They are not real-time quotes.
- FX rates are closing values from the same collection run.
- Data as of: 2026-06-14
What is not included
- Taxes (dividend/capital gains), trading commissions, currency conversion costs
- Tracking error, timing differences in distribution reinvestment, bid-ask spread
- Dividend cuts or suspensions, expense-ratio changes, fund closures
How to verify this yourself
- Put the same inputs into the formula above in a spreadsheet — you should reproduce these results exactly.
- Cross-check ticker figures against each issuer's official fact sheet and filings.
- If you find an error, tell us via the contact page and we will verify and correct it. Contact