DV
Dividend Vision

Dividend Vision Academy

Learn dividend & ETF investing

Clear, jargon-free lessons on the metrics, fund types, and strategies behind income investing — then put them to work with Dividend Vision's tools.

Featured topics

ETF Types Covered-Call ETFs Covered-call ETFs hold a stock portfolio and sell call options on it to generate high monthly income. The trade-off is capped upside in exchange for that yield and lower volatility. 🔵 Intermediate8 min read Dividend Terms Distribution Rate Distribution rate is a fund's most recent payout, annualized and divided by its price. It shows the headline yield income investors see, but it can hide return of capital and option premium rather than pure income. 🟢 Beginner8 min read Dividend Terms Ex-Dividend Date The ex-dividend date is the cutoff that decides who gets a fund's next dividend. Own the shares before it and the payment is yours; buy on or after it and the seller keeps it. 🟢 Beginner8 min read Investing Metrics Sharpe Ratio The Sharpe ratio measures how much return an investment earns for each unit of risk it takes. For income and ETF investors, it separates funds that pay you well from funds that simply gamble. 🔵 Intermediate6 min read

Beginner Guides

Beginner Guides Net Asset Value (NAV) NAV is the true per-share value of a fund's assets minus its liabilities, struck once each day. For ETF and income investors it is the yardstick for spotting premiums, discounts, and NAV erosion. 🟢 Beginner8 min read

Investing Metrics

Investing Metrics Beta Beta measures how sharply a fund moves relative to the overall market. For income and ETF investors, it is a quick gauge of how much market turbulence a holding will pass through to your portfolio. 🔵 Intermediate8 min read Investing Metrics SEC Yield The 30-day SEC yield is a standardized measure of a fund's income, net of expenses, that lets you compare ETFs on an apples-to-apples basis. It is often lower — and more honest — than the headline distribution rate. 🔵 Intermediate7 min read Investing Metrics Sharpe Ratio The Sharpe ratio measures how much return an investment earns for each unit of risk it takes. For income and ETF investors, it separates funds that pay you well from funds that simply gamble. 🔵 Intermediate6 min read Investing Metrics Sortino Ratio The Sortino ratio is a refinement of the Sharpe ratio that measures return per unit of downside risk only, ignoring the upside swings income investors are happy to keep. 🔵 Intermediate7 min read

Dividend Terms

Dividend Terms Distribution Rate Distribution rate is a fund's most recent payout, annualized and divided by its price. It shows the headline yield income investors see, but it can hide return of capital and option premium rather than pure income. 🟢 Beginner8 min read Dividend Terms Ex-Dividend Date The ex-dividend date is the cutoff that decides who gets a fund's next dividend. Own the shares before it and the payment is yours; buy on or after it and the seller keeps it. 🟢 Beginner8 min read

ETF Types

ETF Types Covered-Call ETFs Covered-call ETFs hold a stock portfolio and sell call options on it to generate high monthly income. The trade-off is capped upside in exchange for that yield and lower volatility. 🔵 Intermediate8 min read

Taxes

Taxes Return of Capital Return of capital is a fund distribution that isn't income or a realized gain — it hands back part of your own investment and lowers your cost basis, which can defer taxes but is often misunderstood. 🟢 Beginner8 min read

All articles

Investing Metrics Beta Beta measures how sharply a fund moves relative to the overall market. For income and ETF investors, it is a quick gauge of how much market turbulence a holding will pass through to your portfolio. 🔵 Intermediate8 min read ETF Types Covered-Call ETFs Covered-call ETFs hold a stock portfolio and sell call options on it to generate high monthly income. The trade-off is capped upside in exchange for that yield and lower volatility. 🔵 Intermediate8 min read Dividend Terms Distribution Rate Distribution rate is a fund's most recent payout, annualized and divided by its price. It shows the headline yield income investors see, but it can hide return of capital and option premium rather than pure income. 🟢 Beginner8 min read Dividend Terms Ex-Dividend Date The ex-dividend date is the cutoff that decides who gets a fund's next dividend. Own the shares before it and the payment is yours; buy on or after it and the seller keeps it. 🟢 Beginner8 min read Beginner Guides Net Asset Value (NAV) NAV is the true per-share value of a fund's assets minus its liabilities, struck once each day. For ETF and income investors it is the yardstick for spotting premiums, discounts, and NAV erosion. 🟢 Beginner8 min read Taxes Return of Capital Return of capital is a fund distribution that isn't income or a realized gain — it hands back part of your own investment and lowers your cost basis, which can defer taxes but is often misunderstood. 🟢 Beginner8 min read Investing Metrics SEC Yield The 30-day SEC yield is a standardized measure of a fund's income, net of expenses, that lets you compare ETFs on an apples-to-apples basis. It is often lower — and more honest — than the headline distribution rate. 🔵 Intermediate7 min read Investing Metrics Sharpe Ratio The Sharpe ratio measures how much return an investment earns for each unit of risk it takes. For income and ETF investors, it separates funds that pay you well from funds that simply gamble. 🔵 Intermediate6 min read Investing Metrics Sortino Ratio The Sortino ratio is a refinement of the Sharpe ratio that measures return per unit of downside risk only, ignoring the upside swings income investors are happy to keep. 🔵 Intermediate7 min read

Video Library

Short explainer videos on income-investing topics.

Dividend Reinvestment Plans (DRIP)

Dividend Reinvestment Plans (DRIP)

Sequence of Returns

Sequence of Returns

Ready to apply what you've learned?

Analyze a portfolio, compare funds, or screen for income — with the concepts from these guides built in.

Analyze a portfolio Screen ETFs