SRET dividend calculator

Project income and DRIP growth for Global X SuperDividend REIT ETF, prefilled with its 8.51% forward yield and -0.3% five-year dividend growth. See the full dividend history →

Final portfolio value
$388,560
after 20 years
Income in year 20
$16,766
$1,397/month avg
You contributed
$130,000
of your own money
Dividends received
$167,499
total, over 20 years
Yield on cost
12.9%
final year
Growth on top of contributions
$258,560
value minus contributions
$0$0k$9,221$214k$18,443$427kYear 1: $1,164 incomeYear 2: $1,772 incomeYear 3: $2,409 incomeYear 4: $3,074 incomeYear 5: $3,766 incomeYear 6: $4,485 incomeYear 7: $5,230 incomeYear 8: $6,000 incomeYear 9: $6,793 incomeYear 10: $7,610 incomeYear 11: $8,448 incomeYear 12: $9,308 incomeYear 13: $10,186 incomeYear 14: $11,083 incomeYear 15: $11,996 incomeYear 16: $12,925 incomeYear 17: $13,868 incomeYear 18: $14,823 incomeYear 19: $15,790 incomeYear 20: $16,766 incomeY1Y3Y5Y7Y9Y11Y13Y15Y17Y19Y20

Annual income (left)Portfolio value (right) ·

How many shares of SRET for monthly income?

Monthly incomeShares neededCapital at $21.86
$100646$14,125
$2501,613$35,268
$5003,226$70,536
$1,0006,452$141,073
$3,00019,355$423,197

At SRET's forward payout of $1.86 per share per year.

Year-by-year breakdown
YearContributedValueAnnual incomeCumulative dividendsYield on cost
1$16,000$17,578$1,164$1,1647.3%
2$22,000$26,002$1,772$2,9368.1%
3$28,000$35,326$2,409$5,3468.6%
4$34,000$45,605$3,074$8,4209.0%
5$40,000$56,896$3,766$12,1869.4%
6$46,000$69,256$4,485$16,6729.8%
7$52,000$82,744$5,230$21,90210.1%
8$58,000$97,418$6,000$27,90110.3%
9$64,000$113,338$6,793$34,69410.6%
10$70,000$130,566$7,610$42,30410.9%
11$76,000$149,163$8,448$50,75311.1%
12$82,000$169,191$9,308$60,06011.4%
13$88,000$190,713$10,186$70,24611.6%
14$94,000$213,791$11,083$81,32911.8%
15$100,000$238,490$11,996$93,32612.0%
16$106,000$264,874$12,925$106,25112.2%
17$112,000$293,007$13,868$120,11912.4%
18$118,000$322,955$14,823$134,94212.6%
19$124,000$354,784$15,790$150,73212.7%
20$130,000$388,560$16,766$167,49912.9%

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.