Fund scenario library
Build transparent dividend and reinvestment scenarios for 23 ETFs using current inputs you verify with the official provider.
Each fund page links to an official provider source. Enter current price and distribution data before calculating.
Tracks an index of U.S. companies selected using dividend quality and financial-strength screens.
Provides broad U.S. equity exposure tilted toward stocks with above-average forecasted dividend yields.
Combines a defensive U.S. large-cap equity portfolio with an options overlay designed to generate distributable income.
Holds Nasdaq-100 exposure and writes covered calls to pursue monthly income.
Targets high-dividend S&P 500 constituents and then emphasizes lower realized volatility.
Tracks high-dividend companies selected from the S&P 500 universe.
Targets established U.S. companies with dividend and financial-health characteristics.
Focuses on U.S. companies with records of increasing regular dividends.
Tracks the S&P 500 and provides broad U.S. large-cap exposure rather than a dedicated dividend strategy.
Seeks to track the S&P 500 and is commonly used for broad U.S. large-cap market exposure.
Provides broad exposure across U.S. large-, mid-, and small-cap stocks.
Tracks S&P 500 companies that meet a long record of consecutive dividend increases.
Seeks exposure to U.S. companies with histories of dividend growth and related quality characteristics.
Combines Nasdaq-focused equity exposure with an options overlay intended to provide monthly distributable income.
Uses quality and growth characteristics to select dividend-paying U.S. companies.
Targets higher-yielding U.S. companies using Fidelity factor and sector constraints.
Tracks U.S. companies with histories of dividend payments and/or share buybacks.
Targets higher-dividend stocks outside the United States across developed and emerging markets.
Holds Russell 2000 exposure and writes covered calls to seek monthly income.
Holds S&P 500 exposure and writes covered calls in pursuit of monthly income.
Tracks a broad index of U.S. large-cap value stocks.
Provides diversified exposure to U.S. preferred securities with an income focus.
Targets small- and mid-cap U.S. equity REITs with competitive dividend yields.
A fund name does not justify a different compound-interest formula. The engine applies the same timing rules to every fund, while each page explains the fund strategy, modeling focus, payment schedule, and material risks. This makes scenario comparisons consistent.
A distribution is cash paid out of a fund. It is not an extra return added on top of price performance. Covered-call income, return of capital, and other distribution components can also have different economic and tax effects. Review the official fund documents before interpreting a projection.