The fund, under normal circumstances, invests at least 80% of its net assets (plus any borrowings for investment purposes) in the securities of AVGO and financial instruments, such as swap agreements and options, that, in combination, provide 2X daily leveraged exposure to AVGO, consistent with the fund’s investment objective. The fund is non-diversified.
Is AVL a good dividend investment in 2026?
AVL offers a 43.56% forward yield with a 50% payout ratio. Strand Safety Score: N/A. The 5-year dividend CAGR of 0% is modest — investors should weigh current income against growth alternatives.
AVL DRIP calculator — what's the difference?
With DRIP on a $10,000 investment over 10 years, your AVL portfolio grows to $371.7K vs $53.6K without reinvestment. This is the compound interest effect in action.
AVL dividend growth history & forecast
AVL has grown its dividend by 0% over the last year and 0% annually over 5 years. At this pace, an investor who holds for 10+ years will see their yield on cost grow substantially above the current 43.56%.
ETFs do not file income statements or cash flow statements. Their dividend safety depends on the underlying index quality, fund methodology, and holdings composition. Use the Holdings page to analyze individual stocks in this fund.
🌍 AVL Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold AVL.
Gross yield
43.56%
Tax rate
15.00%
After-tax yield
37.03%
Real yield (−CPI)
34.23%
Account/Country
Tax Rate
After-tax Yield
Real Yield
$10K Annual Income
🇺🇸 Roth IRA / 401k
0%
43.56%
40.76%
$4,356 / yr
🇺🇸 US Taxable (15%) ✓
15%
37.03%
34.23%
$3,703 / yr
🇺🇸 US Taxable (20%)
20%
34.85%
32.05%
$3,485 / yr
🇬🇧 UK ISA
0%
43.56%
40.76%
$4,356 / yr
🇬🇧 UK Taxable
8.75%
39.75%
36.95%
$3,975 / yr
🇨🇦 TFSA
0%
43.56%
40.76%
$4,356 / yr
🇨🇦 CA Taxable
25%
32.67%
29.87%
$3,267 / yr
🇦🇺 Super (pension)
15%
37.03%
34.23%
$3,703 / yr
🇦🇺 AU Taxable
30%
30.49%
27.69%
$3,049 / yr
🇩🇪 DE Taxable
26.375%
32.07%
29.27%
$3,207 / yr
🇫🇷 FR Taxable
30%
30.49%
27.69%
$3,049 / yr
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 AVL Income Goal & Break-Even
Dividend Break-Even
3yr
Years for dividends to fully repay your AVL investment of $29.68/share (🇺🇸 US Taxable (15%) · 15.00% tax)
$10K invested · 10 Years
Dividends earned (DRIP)
$223.3K
Lost to inflation (2.8% CPI)
−$2.5K
Real purchasing power gain
$220.8K
12-month CPI (US BLS via FMP economic-indicators).
How much do I need to invest in AVL for:
Shares needed
2,185
Capital required
$64,851
Monthly income
$2,000
Based on current dividend of $12.93/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 AVL Dividend Payment Schedule
AVL pays quarterly — 4 times per year. Next ex-div: TBD.
Jan
Feb
Mar
💰
Apr
May
Jun
💰
Jul
Aug
Sep
💰
Oct
Nov
Dec
💰
10 shares
$27.47 / payment
$109.89 / year after tax
100 shares
$274.71 / payment
$1098.86 / year after tax
1,000 shares
$2747.14 / payment
$10988.58 / year after tax
📊 AVL vs Financial Services Benchmarks
How AVL compares to typical Financial Services averages.
Benchmark: Financial Services
Dividend Yield▲+40.66% vs sectorBetter
AVL
43.56%
avg
2.90%
5Y Dividend CAGR▼-7.10% vs sectorBelow avg
AVL
0.00%
avg
7.10%
Payout Ratio▼+12.00% vs sectorBelow avg
AVL
50.00%
avg
38.00%
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for AVL sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ AVL Insider Activity
When executives buy their own stock, it's a signal they believe in the dividend's sustainability.
Insider
Title
Type
Date
Shares
Price
Total Value
Brenner Gunter
officer: President Region Europe
A-Award
2009-02-20
16,000
$16.31
$261.0K
Brenner Gunter
officer: President Region Europe
A-Award
2009-02-20
5,333
—
—
SCHNIEDERS RICHARD J
director
D-Return
2006-09-20
5,000
$32.25
$161.3K
SCHNIEDERS RICHARD J
director
D-Return
2006-09-20
3,000
$11.28
$33.8K
SCHNIEDERS RICHARD J
director
D-Return
2006-09-20
26,772
$1285056.00
$34403.52M
SCHNIEDERS RICHARD J
director
D-Return
2006-09-20
3,000
$10.65
$31.9K
SCHNIEDERS RICHARD J
director
D-Return
2006-09-20
3,000
$14.40
$43.2K
SCHNIEDERS RICHARD J
director
D-Return
2006-09-20
5,000
$28.26
$141.3K
SCHNIEDERS RICHARD J
director
D-Return
2006-09-20
3,000
$5.03
$15.1K
SCHNIEDERS RICHARD J
director
D-Return
2006-09-20
5,000
$15.38
$76.9K
Insider transactions sourced from SEC Form 4 filings via Financial Modeling Prep. See disclaimer.
📊 About This Data
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the AVL dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →