Reverse Income Calculator

How much do I need to invest for $X/month in dividends?

Required Portfolio Value

To generate $2,000/month, you need:

SCHD

Schwab US Dividend Equity ETF

3.4% yield34% of income

$240,000

~2,927 shares at $82

JEPI

JPMorgan Equity Premium Income ETF

7.5% yield33% of income

$105,600

~1,853 shares at $57

VYM

Vanguard High Dividend Yield ETF

2.9% yield33% of income

$273,103

~2,276 shares at $120

Total Investment Required

$618,703

trending_up3.88% blended yield

3 ETFs, custom split

Comparison

JEPI requires the least capital at $105,600 due to its higher yield (7.5%). That's $167,503 less than VYM (2.9% yield).

This tool is for educational and informational purposes only. It does not constitute financial advice. Past performance does not guarantee future results. Consult a qualified financial advisor for personalized advice.