Dividend Research & Portfolio Analytics

Dividend Investing, Visualized.

Explore dividend growth, income trends, and investment comparisons through interactive research. Then bring those insights to your own portfolio.

Explore Dividend Research

Latest Visualizations

Explore dividend stocks, ETFs, income, growth, and portfolio data visually.

Dividend Investing Analysis

Explore Ticker Battles, dividend stock and ETF comparisons, and data-driven insights into income and growth. Discover the findings behind the charts.

Dividend Highlights

Recent developments shaping dividend income, growth, and sustainability.

Summaries of dated public announcements, selected and reviewed by DividendXray with AI-assisted research. Not investment advice.

Dividend Market Pulse

Concise, evidence-backed developments shaping the dividend investing environment.

  1. REITs & BDCsBX, GSBD

    BDCs and Mortgage REITs Face Payout Pressures Amid Credit Quality Concerns

    Blackstone recently cut dividends on two of its funds, including a BDC and a mortgage REIT. Concurrently, Goldman Sachs BDC (GSBD) reported a 20% year-over-year decline in Q3 net investment income to $0.32 per share, causing its dividend coverage to drop below 100% alongside rising non-accruals.

    Why it matters · Highlights growing stress in private credit and commercial real estate lending, signaling that income investors should closely scrutinize underlying loan health and payout coverage ratios in the BDC and mREIT sectors.

    Source: InvestmentNews, Pluang

  2. ETFs & strategiesSPYD, NOBL

    Dividend ETFs Attract $80 Billion Year-to-Date Amid Defensive Rotation

    Dividend ETFs have captured nearly $80 billion in net new creations in 2026, marking their largest annual inflow since 2022. In October alone, dividend strategies accounted for over 50% of factor-specific ETF inflows, with funds like SPYD and NOBL gaining over 8% despite broader market volatility.

    Why it matters · Indicates a significant capital rotation into dividend-paying equities as investors prioritize cash flow, lower duration, and defensive positioning amid sticky inflation and rate uncertainty.

    Source: ETF Database

  3. Dividend changes

    Fall 2026 Dividend Cuts Average 32% as Growth Streaks Snap

    An analysis of dividend reductions from September through November 2026 identified 18 cuts, with an average reduction size of 32.1% and a median cut of 23.1%. Notably, three of the companies that decreased their distributions had previously maintained consecutive annual raise streaks of two or more years.

    Why it matters · Demonstrates that even companies with recent histories of dividend growth are not immune to cuts, underscoring the importance of analyzing current payout ratios and balance sheet health over historical raise streaks.

    Source: DripCalc

Research date Nov 15, 2026. Summaries reflect sourced facts; “Why it matters” is editorial interpretation, not a forecast or recommendation.

Dividend ETF Market Snapshot

A concise look at popular dividend and income ETFs: year-to-date price return and trailing distribution yield.

  • SCHD

    Schwab U.S. Dividend Equity ETF

    YTD Price Return
    TTM Distribution Yield
    +31.68%
    2.93%
  • VYM

    Vanguard High Dividend Yield Index Fund ETF Shares

    YTD Price Return
    TTM Distribution Yield
    +14.91%
    2.23%
  • DGRO

    iShares Core Dividend Growth ETF

    YTD Price Return
    TTM Distribution Yield
    +18.19%
    1.82%
  • VIG

    Vanguard Dividend Appreciation Index Fund ETF Shar

    YTD Price Return
    TTM Distribution Yield
    +14.58%
    1.45%
  • JEPI

    JPMorgan Equity Premium Income ETF

    YTD Price Return
    TTM Distribution Yield
    +1.26%
    7.88%
  • JEPQ

    JPMorgan Nasdaq Equity Premium Income ETF

    YTD Price Return
    TTM Distribution Yield
    -3.32%
    12.37%
  • DIVO

    Amplify CWP Enhanced Dividend Income ETF

    YTD Price Return
    TTM Distribution Yield
    +6.56%
    6.35%
  • VYMI

    Vanguard International High Dividend Yield Index F

    YTD Price Return
    TTM Distribution Yield
    +13.77%
    3.64%

Data as of Nov 15, 2026. YTD Price Return excludes reinvested distributions. TTM Distribution Yield is trailing cash distributions divided by the latest price — not SEC yield; fund distributions can vary.

Free Dividend Investing Tools

Explore calculators and tools for dividend income, growth, yield, and investment research.

  • Dividend Calculator interface preview

    Future income projection

    Dividend Calculator

    Project how a dividend portfolio could grow year by year. Enter your starting capital, dividend yield, expected dividend growth, monthly contributions, tax rate and price growth, and choose whether to reinvest dividends. See your projected after-tax income, portfolio value, total cash invested and yield on cost.

    Useful for picturing the income your portfolio could produce in 10, 20 or 30 years.

  • Dividend Snowball Calculator assumptions form preview

    Look-back analysis

    Dividend Snowball Calculator

    Look back at an investment you already hold. Enter what you originally invested, its value today, your current yield on cost, dividend growth rate, tax rate and years held. It estimates how much of your result came from price gains versus dividends, and how much of your original investment the dividends have paid back.

    A good fit for checking what the dividend snowball has already contributed to your results.

  • Dividend Income Goal Calculator compare-tickers form preview

    Income goal planning

    Dividend Income Goal Calculator

    Set a monthly or yearly income target and compare up to five dividend stocks or ETFs against it. Using each one’s trailing yield and your tax rate, it shows the money and shares you would need and your after-tax income, plus when a faster-growing dividend could catch up with a higher yield.

    Handy for finding which investment reaches your income goal with the least money.

  • Dividend Yield Sandbox interface preview

    Portfolio builder

    Dividend Yield Sandbox

    Try out a portfolio before you buy. Enter up to ten tickers and the amount you would put into each, and the sandbox estimates your annual and monthly dividend income, total invested and blended yield on cost, with a breakdown of how much income each position contributes.

    Try it before committing capital, to see which positions would carry your income.

  • Ticker Battles comparison interface preview

    Head-to-head comparison

    Ticker Battles

    Put up to four dividend stocks or ETFs side by side over a 5-year or 10-year period. Charts compare their price returns and how their yield on cost has grown, and the results name the winners for price return, dividend growth, yield-on-cost growth and highest final yield on cost.

    Helpful when deciding which investment has rewarded long-term holders more, through price or dividends.

See Your Portfolio Beyond Individual Stocks

You've explored dividend investments and income strategies. Now see how those ideas come together in your own portfolio. Organize your holdings, compare strategies, and understand where your dividend income comes from.

Illustrative portfolio — sample data

Portfolio value
$100,000
Annual dividend income
$5,695
Yield on cost
6.21%

My Categories

Scroll sideways to see every column.

Illustrative sample portfolio: top-level category summary
CategoryCategory WeightValue ($)Invested ($)Profit/Loss ($)Profit/Loss (%)Income ($)Income (%)Yield on Cost
Dividend Growth
46.40%
Target: 45.00%
↑ $1,400 over target
$46,400$38,000$8,400.0022.11%$1,444.0025.36%3.80%
High Income
19.30%
Target: 20.00%
↓ $700 under target
$19,300$19,500$-200.00-1.03%$1,560.0027.39%8.00%
International Dividends
18.90%
Target: 20.00%
↓ $1,100 under target
$18,900$18,000$900.005.00%$990.0017.38%5.50%
Option Income ETFs
15.40%
Target: 15.00%
↑ $400 over target
$15,400$16,200$-800.00-4.94%$1,701.0029.87%10.50%

Sample figures for illustration only, not a real portfolio. In your dashboard, this table is built from your own holdings and the categories you define.

More Than a List of Holdings

  • Build Your Own Investment Strategies

    Group holdings into custom portfolio sleeves and see how each strategy performs against your allocation targets.

  • Understand Where Your Income Comes From

    See dividend income, yield on cost, and income contribution across your holdings and investment strategies.

  • Follow Your Dividend Income Over Time

    Explore dividend histories, growth trends, and forward-looking income projections to better understand how your portfolio develops.

See DividendXray in Action

Take a short guided walkthrough of the tracker and see how the dashboard brings your holdings and dividend income together.

Start Free. Grow When You're Ready.

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  • Track up to 15 stocks
  • Custom portfolio categories and allocation targets
  • Dividend income analytics
  • Historical dividend insights

Pro

$60/year

For portfolios that outgrow the free limit.

  • Everything in Free
  • Unlimited stocks, beyond the 15-stock free limit
  • Transaction history recorded from your portfolio updates

See the full plan comparison.

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