APLY dividend calculator

Project income and DRIP growth for YieldMax AAPL Option Income Strategy ETF, prefilled with its 34.58% forward yield and 0% five-year dividend growth. See the full dividend history →

Final portfolio value
$8,805,085
after 20 years
Income in year 20
$1,521,061
$126,755/month avg
You contributed
$130,000
of your own money
Dividends received
$7,607,568
total, over 20 years
Yield on cost
1170.0%
final year
Growth on top of contributions
$8,675,085
value minus contributions
$0$0k$836,584$4,843k$1,673,168$9,686kYear 1: $5,296 incomeYear 2: $9,733 incomeYear 3: $15,707 incomeYear 4: $23,677 incomeYear 5: $34,211 incomeYear 6: $48,013 incomeYear 7: $65,941 incomeYear 8: $89,033 incomeYear 9: $118,538 incomeYear 10: $155,939 incomeYear 11: $202,986 incomeYear 12: $261,729 incomeYear 13: $334,544 incomeYear 14: $424,171 incomeYear 15: $533,739 incomeYear 16: $666,798 incomeYear 17: $827,344 incomeYear 18: $1,019,846 incomeYear 19: $1,249,263 incomeYear 20: $1,521,061 incomeY1Y3Y5Y7Y9Y11Y13Y15Y17Y19Y20

Annual income (left)Portfolio value (right) ·

How many shares of APLY for monthly income?

Monthly incomeShares neededCapital at $11.47
$100303$3,475
$250757$8,683
$5001,513$17,354
$1,0003,026$34,708
$3,0009,077$104,113

At APLY's forward payout of $3.9663 per share per year.

Year-by-year breakdown
YearContributedValueAnnual incomeCumulative dividendsYield on cost
1$16,000$21,769$5,296$5,29633.1%
2$22,000$38,397$9,733$15,02944.2%
3$28,000$61,590$15,707$30,73656.1%
4$34,000$93,572$23,677$54,41369.6%
5$40,000$137,211$34,211$88,62485.5%
6$46,000$196,175$48,013$136,637104.4%
7$52,000$275,114$65,941$202,578126.8%
8$58,000$379,873$89,033$291,611153.5%
9$64,000$517,740$118,538$410,149185.2%
10$70,000$697,726$155,939$566,087222.8%
11$76,000$930,894$202,986$769,073267.1%
12$82,000$1,230,718$261,729$1,030,802319.2%
13$88,000$1,613,492$334,544$1,365,346380.2%
14$94,000$2,098,780$424,171$1,789,517451.2%
15$100,000$2,709,914$533,739$2,323,256533.7%
16$106,000$3,474,529$666,798$2,990,053629.1%
17$112,000$4,425,153$827,344$3,817,397738.7%
18$118,000$5,599,827$1,019,846$4,837,243864.3%
19$124,000$7,042,771$1,249,263$6,086,5071007.5%
20$130,000$8,805,085$1,521,061$7,607,5681170.0%

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.