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Last Updated: February 17, 2026

Dividend Risk Tier Calculator

Instantly evaluate the sustainability, safety, and risk profile of your favorite income ETFs and individual stocks.

Free Forever
No Signup Required
250+ Assets Tracked

Risk Spectrum Visualization

How we categorize asset sustainability

Based on NAV erosion and yield coverage
Tier 1
Cornerstone
Safe, steady growth, covered dividends.
Tier 2
Yield Plus
Stable, low volatility, reliable income.
Tier 3
Specialties
Moderate risk, sensitive to rates.
Tier 4
Volatility
High yield, potential NAV erosion.
Tier 5
High Octane
Speculative, severe NAV erosion risk.

What is the Dividend Risk Tier Calculator?

The Dividend Risk Tier Calculator is a free institutional-grade auditing tool that scores income assets from Tier 1 (Safest) to Tier 5 (Speculative).

Unlike standard screeners that only show yield, our proprietary algorithm analyzes NAV Erosion (Net Asset Value decay), Distribution Coverage, and Option Strategy Risks to identify "yield traps" before they damage your portfolio.

Why use this? High yields often come with hidden risks. For example, a 50% yield on TSLY may result in a net loss if the share price drops by 60%. This tool reveals that hidden risk instantly.

Read the Full Methodology
Sample Result: JEPI

JEPI

JPMorgan Equity Premium Income ETF

ACTIVE
Tier 4: Volatility Harvest
JEPI
Low RiskHigh Risk
1
2
3
4
5
Forward Yield
7.15%
Payout Freq.
Monthly

Quick Check by Category

Popular Tickers

TickerRisk TierYield
SCHDTier 2: Yield Plus3.73%
JEPITier 4: Volatility8.75%
OTier 3: Specialties5.30%
QYLDTier 4: Volatility12.01%
TSLYTier 5: High Octane14.36%

Portfolio Intelligence Hub

Don't just check one ticker. Connect your brokerage or upload your CSV to analyze your entire portfolio's risk distribution instantly.

  • Aggregate Risk Tier Score
  • Income Projection (Next 12 Months)
  • Yield-on-Cost Tracking
Analyze My Portfolio

How to Use the Calculator

1

Search

Enter any stock or ETF ticker to investigate its risk profile.

2

Review

Check the Tier (1-5) and key metrics like NAV erosion.

3

Compare

Find similar assets with better risk-adjusted yields.

Frequently Asked Questions

Is this data real-time?

Yes, risk tiers are recalculated daily based on closing prices and new filings.

What is NAV Erosion?

When a fund pays dividends from its own capital, causing share price to drop over time.

Does Tier 5 mean sell?

Not necessarily. It indicates high risk. Ensure it matches your risk appetite before holding.