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Shelton S&P 500 Index Investor · NASDAQ
Price: $93.25 · Annual div: $0.7052/share · Frequency: quarterly · Payout ratio: N/A · Ex-div: 2026-09-30
SPFIX (Shelton S&P 500 Index Investor) has a dividend yield of 0.76%, based on an annual dividend of $0.7052 per share and a price of $93.25. Over the last 12 months it paid $3.04 per share — a trailing yield of 3.26%. Dividends are paid quarterly.
Yield history: over the last 12 payments, SPFIX's 12-month yield ranged from 3.25% to 14.81%. Full SPFIX dividend history ↓
With dividends reinvested, a SPFIX position grows its share count by about 0.68% in the first year at today's price and yield.
| Year | Shares bought by dividends |
|---|
Click to apply scenario to the calculator
Year your monthly dividend income covers each expense (based on current settings)
| Ex-Dividend Date | Payment Date | Amount / Share | TTM Yield | Stock Price |
|---|---|---|---|---|
| 2026-09-30Latest | 2026-09-30 | $0.1763 | 3.25% | $93.39 |
| 2026-06-30 | 2026-06-30 | $0.1783 | 3.27% | $92.92 |
| 2026-03-31 | 2026-03-31 | $0.1756 | 3.60% | $84.25 |
| 2025-12-31 | 2025-12-31 | $0.1574 | 3.64% | $83.41 |
| 2025-11-28 | 2025-11-28 | $2.3519 | 14.81% | $86.10 |
| 2025-09-30 | 2025-09-30 | $0.1716 | 12.88% | $80.72 |
| 2025-06-30 | 2025-06-30 | $0.1787 | 13.95% | $74.68 |
| 2025-03-31 | 2025-03-31 | $0.1759 | 14.15% | $73.60 |
| 2024-12-31 | 2024-12-31 | $0.2025 | 13.69% | $76.15 |
| 2024-11-29 | 2024-11-29 | $9.6705 | 12.80% | $81.23 |
| 2024-09-30 | 2024-09-30 | $0.1901 | 7.05% | $78.49 |
| 2024-06-28 | 2024-06-28 | $0.1780 | 7.70% | $75.02 |
| 2024-03-28 | 2024-03-28 | $0.1869 | 7.97% | $72.95 |
| 2023-12-29 | 2023-12-29 | $0.1753 | 8.97% | $65.26 |
| 2023-11-30 | 2023-11-30 | $4.8068 | 8.80% | $64.52 |
| 2023-09-29 | 2023-09-29 | $0.2008 | 4.66% | $68.85 |
| 2023-06-30 | 2023-06-30 | $0.2260 | 4.67% | $64.39 |
| 2023-03-31 | 2023-03-31 | $0.2188 | 4.95% | $60.31 |
| 2022-12-30 | 2022-12-30 | $0.2240 | 5.09% | $62.25 |
| 2022-11-30 | 2022-11-30 | $2.1197 | 4.85% | $60.75 |
| 2022-09-30 | 2022-09-30 | $0.2200 | 6.67% | $62.60 |
| 2022-06-30 | 2022-06-30 | $0.2010 | 6.39% | $64.69 |
| 2022-03-31 | 2022-03-31 | $0.2020 | 6.05% | $67.95 |
| 2021-12-31 | 2021-12-31 | $0.2014 | 5.72% | $71.19 |
| 2021-11-30 | 2021-11-30 | $3.3485 | 5.41% | $76.04 |
| 2021-09-30 | 2021-09-30 | $0.1810 | 6.92% | $74.70 |
| 2021-06-30 | 2021-06-30 | $0.1750 | 7.46% | $69.42 |
| 2021-03-31 | 2021-03-31 | $0.1670 | 7.94% | $64.43 |
| 2020-12-31 | 2020-12-31 | $0.2393 | — | — |
| 2020-11-30 | 2020-11-30 | $4.4083 | — | — |
| 2020-09-30 | 2020-09-30 | $0.1870 | — | — |
| 2020-06-30 | 2020-06-30 | $0.1130 | — | — |
| 2020-03-31 | 2020-03-31 | $0.2160 | — | — |
| 2019-12-31 | 2019-12-31 | $0.2078 | — | — |
| 2019-11-29 | 2019-11-29 | $4.2600 | — | — |
| 2019-09-30 | 2019-09-30 | $0.3100 | — | — |
| 2019-06-28 | 2019-06-28 | $0.2040 | — | — |
| 2019-03-29 | 2019-03-29 | $0.2610 | — | — |
| 2018-11-30 | 2018-11-30 | $0.4100 | — | — |
| 2018-09-28 | 2018-09-28 | $0.2120 | — | — |
| 2018-06-29 | 2018-06-29 | $0.1870 | — | — |
| 2018-03-29 | 2018-03-29 | $0.1790 | — | — |
| 2017-11-30 | 2017-11-30 | $0.8180 | — | — |
| 2017-09-29 | 2017-09-29 | $0.2130 | — | — |
| 2017-06-30 | 2017-06-30 | $0.1950 | — | — |
| 2017-03-31 | 2017-03-31 | $0.1820 | — | — |
| 2016-11-30 | 2016-11-30 | $0.4400 | — | — |
| 2016-09-30 | 2016-09-30 | $0.2770 | — | — |
| 2016-06-30 | 2016-06-30 | $0.1870 | — | — |
| 2016-03-31 | 2016-03-31 | $0.1930 | — | — |
| 2015-11-30 | 2015-11-30 | $0.9890 | — | — |
| 2015-09-30 | 2015-09-30 | $0.1950 | — | — |
| 2015-06-30 | 2015-06-30 | $0.1790 | — | — |
| 2015-03-31 | 2015-03-31 | $0.1820 | — | — |
| 2014-12-31 | 2014-12-31 | $0.1836 | — | — |
| 2014-11-28 | 2014-11-28 | $0.1660 | — | — |
| 2014-09-30 | 2014-09-30 | $0.1610 | — | — |
| 2014-06-30 | 2014-06-30 | $0.1570 | — | — |
| 2014-03-31 | 2014-03-31 | $0.1530 | — | — |
| 2013-12-31 | 2013-12-31 | $0.1698 | — | — |
| 2013-11-29 | 2013-11-29 | $0.5676 | — | — |
| 2013-09-30 | 2013-09-30 | $0.1190 | — | — |
| 2013-06-28 | 2013-06-28 | $0.1480 | — | — |
| 2013-03-28 | 2013-03-28 | $0.1210 | — | — |
| 2012-12-31 | 2012-12-31 | $0.1090 | — | — |
| 2012-09-28 | 2012-09-28 | $0.0960 | — | — |
| 2012-06-29 | 2012-06-29 | $0.1250 | — | — |
| 2012-03-30 | 2012-03-30 | $0.0122 | — | — |
| 2011-12-30 | — | $0.1270 | — | — |
| 2011-09-30 | — | $0.1090 | — | — |
| 2011-06-30 | — | $0.1090 | — | — |
| 2011-03-31 | — | $0.1080 | — | — |
| 2010-12-31 | — | $0.1130 | — | — |
| 2010-09-30 | — | $0.1090 | — | — |
| 2010-06-30 | — | $0.0890 | — | — |
| 2010-03-31 | — | $0.0940 | — | — |
| 2009-12-31 | — | $0.1080 | — | — |
| 2009-09-30 | — | $0.0820 | — | — |
| 2009-06-30 | — | $0.0860 | — | — |
| 2009-03-31 | — | $0.1040 | — | — |
This fund aims to mirror the performance of the S&P 500 Index, which itself comprises the common shares of 500 premier U.S. corporations spanning a diverse array of industries. Operating under a passive management strategy, the fund does not engage in active stock selection. Instead, its primary objective is to hold the same constituent stocks as the index, ensuring that the proportional weighting of each security within the fund closely mirrors that of the benchmark. A core policy dictates that at least 80% of its total assets—including any capital acquired through borrowing for investment—will be allocated to the underlying equities of the S&P 500 Index.
SPFIX (Shelton S&P 500 Index Investor) has a dividend yield of 0.76%, based on an annual dividend of $0.7052 per share and a price of $93.25. Over the last 12 months it paid $3.04 per share — a trailing yield of 3.26%. Dividends are paid quarterly.
$10,000 in SPFIX at a 0.76% yield pays about $76 a year ($6 a month) before taxes. With DRIP, reinvested dividends buy more shares and that income compounds.
With dividends reinvested, a SPFIX position grows its share count by about 0.68% in the first year at today's price and yield.
Enter your starting amount, monthly contribution and time horizon in the SPFIX DRIP calculator at the top of this page. It reinvests each payout into new shares at the projected price, grows the dividend at the rate you choose and shows yearly income, share count, portfolio value and yield on cost. You can switch DRIP off to compare.
SPFIX's next ex-dividend date has not been announced yet; the most recent one was 2026-09-30. SPFIX pays dividends quarterly. Buy before the ex-dividend date to receive the next payment.
SPFIX's dividend changed -70.8% over the last year and -10.1% a year on average over five years.
Forward dividend yield from the latest data · open any DRIP calculator
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 SPFIX position with:
Real after-tax yield depends on where you live and how you hold SPFIX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 0.76% | -2.04% | $76 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 0.65% | -2.15% | $65 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 0.61% | -2.19% | $61 / yr |
| 🇬🇧 UK ISA | 0% | 0.76% | -2.04% | $76 / yr |
| 🇬🇧 UK Taxable | 8.75% | 0.69% | -2.11% | $69 / yr |
| 🇨🇦 TFSA | 0% | 0.76% | -2.04% | $76 / yr |
| 🇨🇦 CA Taxable | 25% | 0.57% | -2.23% | $57 / yr |
| 🇦🇺 Super (pension) | 15% | 0.65% | -2.15% | $65 / yr |
| 🇦🇺 AU Taxable | 30% | 0.53% | -2.27% | $53 / yr |
| 🇩🇪 DE Taxable | 26.375% | 0.56% | -2.24% | $56 / yr |
| 🇫🇷 FR Taxable | 30% | 0.53% | -2.27% | $53 / 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 $0.71/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
SPFIX pays quarterly — 4 times per year. Ex-div: 2026-09-30.
How SPFIX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for SPFIX sourced from FMP /financial-growth endpoint — real data, not estimates.
Compare SPFIX with peers: SPFIX vs ACUSX · SPFIX vs ARTZX · SPFIX vs JICAX
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 SPFIX 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 S&P 500 Index Investor (SPFIX) is currently trading at $93.25, trading near its 52-week high. The current dividend yield is 0.76% based on an annual payout of $0.7052 per share.
Shelton S&P 500 Index Investor (SPFIX) is a financial services stock currently trading at $93.25 with a dividend yield of 0.76%. It pays an annual dividend of $0.7052 per share. Over the past 5 years, SPFIX's dividend has declined at an average rate of 10.1% a year.
Auto-generated from live market data. For educational purposes only — not financial advice.
Illustrative examples of common use cases, written by the DividendFlow team — not customer reviews.
| Total shares |
|---|
| Dividend income |
|---|
| Position value |
|---|
| Yield on cost |
|---|
| 1 | 0.73 | 107.97 | $68 | $10,068 | 0.68% |
| 3 | 0.60 | 109.23 | $56 | $10,186 | 0.56% |
| 5 | 0.49 | 110.26 | $46 | $10,282 | 0.46% |
| 10 | 0.29 | 112.09 | $27 | $10,452 | 0.27% |
| 20 | 0.10 | 113.83 | $10 | $10,615 | 0.10% |
DRIP rate = share-count growth from reinvested dividends. Simplified yearly model before taxes and fees; adjust every assumption in the calculator above. Not financial advice. How DRIP and the DRIP rate work →
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