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EquityCompass Tactical Risk Manager ETF · AMEX
Price: $22.15 · Annual div: $2.00/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in TERM → $23.7K in 10 years · $163.76/month
The investment seeks to provide long term capital appreciation with capital preservation as a secondary objective. The fund will seek to achieve its investment objectives by investing in equity securities of companies domiciled in the U.S. or listed on a U.S. securities exchange. The fund's strategy seeks to provide exposure to U.S. listed equity securities and to avoid large, prolonged market losses and reduce volatility. It may also invest in inverse ETFs which seek to provide investment results that match a negative return of the performance of an underlying index like the S&P 500® Index.
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 TERM position with:
Real after-tax yield depends on where you live and how you hold TERM.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 9.03% | 6.23% | $903 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 7.68% | 4.88% | $768 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 7.22% | 4.42% | $722 / yr |
| 🇬🇧 UK ISA | 0% | 9.03% | 6.23% | $903 / yr |
| 🇬🇧 UK Taxable | 8.75% | 8.24% | 5.44% | $824 / yr |
| 🇨🇦 TFSA | 0% | 9.03% | 6.23% | $903 / yr |
| 🇨🇦 CA Taxable | 25% | 6.77% | 3.97% | $677 / yr |
| 🇦🇺 Super (pension) | 15% | 7.68% | 4.88% | $768 / yr |
| 🇦🇺 AU Taxable | 30% | 6.32% | 3.52% | $632 / yr |
| 🇩🇪 DE Taxable | 26.375% | 6.65% | 3.85% | $665 / yr |
| 🇫🇷 FR Taxable | 30% | 6.32% | 3.52% | $632 / 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 $2.00/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
TERM pays quarterly — 4 times per year. Next ex-div: TBD.
How TERM compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for TERM sourced from FMP /financial-growth endpoint — 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 TERM 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 →
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