Investing & Retirement

Dividend Income Calculator

How much income your portfolio throws off today, how it compounds with dividend growth and reinvestment (DRIP), and what you actually keep after tax — using the Canadian eligible-dividend gross-up and dividend tax credit.

Dividend income now
/yr

Income in 20 years
Yield on cost then
After-tax income now
Portfolio value then

Dividend income by year

Annual dividend income — reinvesting (DRIP) vs taking the cash.

Portfolio value by year

How the holdings grow — price appreciation, plus reinvested dividends when DRIP is on.

Year-by-year projection

Dividend income, yield on cost, after-tax income, and portfolio value each year.

YearDividend incomeYield on costAfter-taxPortfolio value
How this is calculated

Dividend income and growth

Year-0 income is simply portfolio value × yield. Each year, the dividend per dollar invested grows relative to the share price: it scales by (1 + dividend growth) ÷ (1 + price growth). If dividends grow faster than the price, the yield on your holdings drifts up over time. Income each year is value × current yield.

DRIP (dividend reinvestment)

With reinvestment on, the portfolio grows by both price appreciation and the dividends bought back as shares: value → value × (1 + price growth) + dividends. Those new shares pay their own dividends, so income compounds. With DRIP off, only price growth applies and the cash is paid out to you.

Yield on cost

Yield on cost = this year's dividend income ÷ original investment. Unlike the stated yield (based on today's price), yield on cost climbs as a company raises its dividend — the payoff of holding growing dividend payers for the long run.

Eligible-dividend gross-up and tax credit (2026)

Canadian eligible dividends are grossed up by 38% to a taxable amount, then reduced by a dividend tax credit: a federal credit of 15.0198% of the grossed-up amount plus a provincial credit (10% in Ontario, 12% in BC, and so on). The effective rate shown is (tax(other income + $1,000 of dividends) − tax(other income)) ÷ $1,000, computed on your combined federal + provincial brackets after the basic personal amount, Ontario surtax and health premium, and the Quebec abatement where they apply. It's an estimate — it ignores CPP/EI, OAS clawback, the alternative minimum tax, and other credits.

Why low-income retirees can pay ~0% (or negative)

Because the 38% gross-up is offset by the combined dividend tax credit and your basic personal amount, a retiree with little other income can receive substantial eligible dividends and pay close to nothing. At very low incomes the effective rate can even go negative — the dividend tax credit spills over and shelters a bit of other income too. That is real, and this tool shows it rather than flooring at zero.

What this doesn't model

Dividend cuts, non-eligible (small-business) dividends, foreign-dividend withholding tax, currency effects, fund fees, sequence-of-returns risk, and reinvestment inside registered accounts (TFSA/RRSP dividends are tax-free or tax-deferred, so the tax panel applies to non-registered holdings). Remember a dividend is not free money — the price drops by roughly the payout on the ex-dividend date, so judge holdings by total return, not yield alone. For the full income-tax picture see the income tax calculator, and for realized gains the capital gains calculator.

Educational tool, not financial or tax advice — dividend rates change and companies cut dividends. All math runs in your browser; nothing is sent or stored.