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Home βΊ Calculator βΊ LDRX Dividend Calculator 2026
SGI Enhanced Market Leaders ETF Β· NASDAQ
Price: $36.96 Β· Annual div: $0.39/share Β· Frequency: quarterly Β· Payout ratio: 50% Β· Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in LDRX β $11.1K in 10 years Β· $9.75/month
LDRX aims to deliver comprehensive returns primarily from large-capitalization stocks, supplemented by a short-duration options strategy. Its investment focus is on established market-leading firms or those demonstrating enhanced business health and sound financials, specifically looking for stable earnings, appealing valuations, and prudent debt levels. To boost income, the fund sells deeply out-of-the-money call and put options, generally expiring within one to seven days, on major market benchmarks such as the S&P 500. This approach seeks to collect premiums from options contracts anticipated to expire unexercised, though it simultaneously curtails potential upward gains and exposes the portfolio to increased downside during turbulent periods. The portfolio may additionally include exchange-traded funds (ETFs) and short-term U.S. Treasury bonds as collateral, alongside generating extra revenue through securities lending. For defensive purposes, the entire asset base can be converted into cash. Prior to May 5, 2025, LDRX operated as the Chestnut Street Exchange Fund, a mutual fund, before its conversion into an ETF with an initial asset base of $166.93 million.
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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Ready to invest? Open LDRX position with:
Real after-tax yield depends on where you live and how you hold LDRX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| πΊπΈ Roth IRA / 401k | 0% | 1.06% | -1.74% | $106 / yr |
| πΊπΈ US Taxable (15%) β | 15% | 0.90% | -1.90% | $90 / yr |
| πΊπΈ US Taxable (20%) | 20% | 0.85% | -1.95% | $85 / yr |
| π¬π§ UK ISA | 0% | 1.06% | -1.74% | $106 / yr |
| π¬π§ UK Taxable | 8.75% | 0.97% | -1.83% | $97 / yr |
| π¨π¦ TFSA | 0% | 1.06% | -1.74% | $106 / yr |
| π¨π¦ CA Taxable | 25% | 0.80% | -2.00% | $80 / yr |
| π¦πΊ Super (pension) | 15% | 0.90% | -1.90% | $90 / yr |
| π¦πΊ AU Taxable | 30% | 0.74% | -2.06% | $74 / yr |
| π©πͺ DE Taxable | 26.375% | 0.78% | -2.02% | $78 / yr |
| π«π· FR Taxable | 30% | 0.74% | -2.06% | $74 / 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.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $0.39/share/yr Β· πΊπΈ US Taxable (15%) Β· static projection (no growth assumed).
LDRX pays quarterly β 4 times per year. Next ex-div: TBD.
How LDRX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024β2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for LDRX sourced from FMP /financial-growth endpoint β real data, not estimates.
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 LDRX 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 β
SGI Enhanced Market Leaders ETF (LDRX) is currently trading at $36.96, trading near its 52-week high. The current dividend yield is 1.06% based on an annual payout of $0.39 per share.
SGI Enhanced Market Leaders ETF (LDRX) is a financial services stock currently trading at $36.96 with a dividend yield of 1.06%. The company pays an annual dividend of $0.39 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
Auto-generated from live market data. For educational purposes only β not financial advice.
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