ETF Income Calculator

Create educational income scenarios using the ETF data currently stored on StockValueFinder. This does not recommend securities or predict distributions.

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Exclude NAV erosion

Higher cutoff numbers remove more erosion-risk ETFs from the combinations.

Income Grade filter
Current Income Grade coverage: 1,384 rated ETFs
A+: 2 A: 289 B: 471 C: 252 D: 134 F: 236

The selected grade is a minimum. For example, selecting C includes C, B, A and A+ using the grades currently stored by StockValueFinder. ETFs without a usable grade are excluded while this filter is enabled.

History filter

Turning this off allows limited-history ETFs, but they remain clearly flagged in every hypothetical basket.

Payout timing
Distribution Weekday Filter Uses each ETF’s most common historical distribution weekday. Actual cash payment dates may differ.
Leave only Weekly checked to build baskets from weekly/frequent-paying ETFs.
Basket style Changes the first basket. Other baskets below still show diversified and lower-erosion alternatives.

Viewing StockValueFinder on a phone?

This ETF research tool works on mobile phones, but the detailed tables, filters, charts and ETF comparisons provide a superior experience on a tablet or desktop computer.

Preferred ETF Research Site Choose where ETF ticker links open when you want more information. StockValueFinder will remember your choice until you change it or use “Reset to Default Settings.”
Choose Your Investment Style

Pick one preset below. StockValueFinder will automatically configure the detailed ETF filters for that investment style. You can still customize any setting afterward.

Choose one preset
Select one preset above to automatically configure the detailed filters below.
You can see every setting the preset changes below and adjust any of them manually.
ETF Trading Exchange Filters

Select where an ETF trades. This is different from the index or underlying securities it holds. Leave all boxes unchecked to allow all exchanges.

Include Only
Exclude
Exclusions override inclusions.
ETF Classification Filters

These choices come directly from the ETF classification database. Counts show ACTIVE ETFs currently carrying each classification.

Include Only Keep ETFs matching at least one selected classification.
Exclude Remove ETFs matching any selected classification. Exclude takes priority over Include.
New classifications saved to the database automatically become available here without changing this plugin.
Sector Exposure Filters

Choose where you want the underlying ETF portfolio concentrated — or which parts of the market you want to avoid.

Focus On Keep ETFs with meaningful exposure to at least one selected sector.
Avoid Remove ETFs with meaningful exposure to any selected sector.
%
Counts above reflect the current threshold. For example, at 25%, a sector count includes ACTIVE ETFs with at least 25% verified exposure to that sector. ETFs without verified sector-allocation data are excluded whenever a sector filter is active.
Important educational disclaimer: Distribution rates can fall, stop, or change without notice. ETF prices can decline sharply. Return of capital, options income, splits, and incomplete history can make trailing yields misleading. StockValueFinder is not a registered investment adviser and does not provide personalized investment advice.
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