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EQTIX Dividend DRIP Calculator 2026
8.42% YieldFinancial ServicesShelton Equity Income Fund · NASDAQ
Price: $18.57 · Annual div: $1.56/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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🎯 When EQTIX pays your bills
Year your monthly dividend income covers each expense (based on current settings)
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$10,000 in EQTIX → $22.4K in 10 years · $145.11/month
About Shelton Equity Income Fund (EQTIX) — Dividend Analysis 2026
The Shelton Equity Income Fund primarily allocates its capital to American common stocks. Its core strategy seeks out securities that offer a substantial level of dividend income, particularly when compared to other companies within their respective industries, while also presenting promising opportunities for capital appreciation. Typically, these holdings will consist of shares issued by established medium and large U.S. corporations. A key mandate dictates that at least 80% of the fund's total assets, which includes any capital borrowed for investment activities, must be committed to common shares.
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This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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🌍 EQTIX Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold EQTIX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 8.42% | 5.62% | $842 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 7.16% | 4.36% | $716 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 6.74% | 3.94% | $674 / yr |
| 🇬🇧 UK ISA | 0% | 8.42% | 5.62% | $842 / yr |
| 🇬🇧 UK Taxable | 8.75% | 7.68% | 4.88% | $768 / yr |
| 🇨🇦 TFSA | 0% | 8.42% | 5.62% | $842 / yr |
| 🇨🇦 CA Taxable | 25% | 6.31% | 3.51% | $632 / yr |
| 🇦🇺 Super (pension) | 15% | 7.16% | 4.36% | $716 / yr |
| 🇦🇺 AU Taxable | 30% | 5.89% | 3.09% | $589 / yr |
| 🇩🇪 DE Taxable | 26.375% | 6.20% | 3.40% | $620 / yr |
| 🇫🇷 FR Taxable | 30% | 5.89% | 3.09% | $589 / 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.
🎯 EQTIX Income Goal & Break-Even
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $1.56/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 EQTIX Dividend Payment Schedule
EQTIX pays quarterly — 4 times per year. Next ex-div: TBD.
📊 EQTIX vs Financial Services Benchmarks
How EQTIX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for EQTIX sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ EQTIX Insider Activity
No recent SEC filings reported in the last 90 days.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 EQTIX 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 →
Shelton Equity Income Fund (EQTIX) is currently trading at $18.57, trading near its 52-week high. The current dividend yield is 8.42% based on an annual payout of $1.56 per share.
EQTIX (Shelton Equity Income Fund) — 8.42% Dividend Yield Analysis
Shelton Equity Income Fund (EQTIX) is a financial services stock currently trading at $18.57 with a dividend yield of 8.42%. The company pays an annual dividend of $1.56 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
- Above-average yield (8.42%) may signal elevated risk — verify sustainability.
Auto-generated from live market data. For educational purposes only — not financial advice.