Key Results
Dividend dollars shown are the dividends generated during that year (before reinvestment), not a cash payout.
Assumptions
Scenario keeps current holdings and reinvests dividends over the horizon.
Horizon: 20 years
Dividends reinvested annually
Current Holdings
SCHD
VTI
Assumptions (edit)
Uses annual compounding and reinvestment.
Total Portfolio Value
Annual Dividends (Generated)
Year-by-Year
| Year | SCHD Value | VTI Value | Total Value | Dividends (Year) |
|---|
Key Results
Dividend dollars shown are the dividends generated during that year (before reinvestment), not a cash payout.
Assumptions
Scenario assumes your contributions follow the schedule and dividends are reinvested annually.
Horizon: 20 years
Dividends reinvested annually
Holdings + Contribution Plan
SCHD
VTI
After this, contributions become $0.
Assumptions (edit)
The range overlay compares total value lines at 50%, 100%, and 150% of your annual contributions.
Total Portfolio Value
Annual Dividends (Generated)
Year-by-Year
| Year | SCHD Value | VTI Value | Total Value | Dividends (Year) | Contributed (Cum.) |
|---|