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Dividend Yield vs Dividend Growth

Overview

High yield today or growing yield tomorrow? Understanding the tension between current income and dividend growth rate is essential for building the right income portfolio. See how compounding favours growth stocks with the compound interest calculator, and screen for Dividend Achievers in the stock screener. For a deeper look at the companies that dominate the growth camp, read the guide to Dividend Aristocrats.

Key Takeaways

  • High-yield stocks (5-8%+) pay more now but may have limited growth or elevated risk.
  • Dividend growth stocks (1-3% yield) increase payouts 8-15% annually, compounding over time.
  • A 2% yield growing 12%/year surpasses a static 6% yield within ~10 years.
  • The Chowder Rule: yield + 5-year dividend growth rate should exceed 12% for quality picks.

Practical Tips

  • Young investors should favour dividend growth; retirees may prefer current yield.
  • Screen for stocks with 10+ years of consecutive dividend increases (Dividend Achievers/Aristocrats).
  • Avoid 'yield traps' — extremely high yields often signal the dividend is about to be cut.