Dividend Income portfolio backtest
See how $10,000 in the Dividend Income portfolio would have grown — real, dividend-adjusted history, rebalanced yearly. No signup.
An equity-income tilt toward high-quality dividend payers and dividend growers.
- SCHD · Schwab U.S. Dividend Equity ETF50%
- VYM · Vanguard High Dividend Yield ETF30%
- VIG · Vanguard Dividend Appreciation ETF20%
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Defaults to the last 10 years. Clean, fee-free backtest with annual rebalancing.
Ready to backtest Dividend Income
Pick a date range above (or use the last 10 years) and hit Run backtest.
About the Dividend Income strategy
A dividend income portfolio focuses on stocks that pay and grow their dividends, favoring steady cash flow and established, profitable companies over pure price appreciation. It appeals to investors who value income and tend to hold lower-volatility, higher-quality names.
This backtest combines SCHD (50%), VYM (30%), and VIG (20%), rebalanced annually — blending quality dividend payers, broad high-yield stocks, and dividend growers. The tilt is toward mature, dividend-paying companies rather than high-growth names.
It suits income-oriented investors who want equity exposure with a focus on dividends and generally steadier holdings.
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Frequently asked questions
An equity portfolio focused on stocks that pay and grow dividends, favoring steady income and established, profitable companies.
For educational and informational purposes only. Backtests use split- and dividend-adjusted historical prices with annual rebalancing and no fees, taxes, or slippage; real-world results differ. Past performance is not indicative of future results. Awalyt does not provide investment advice.