About Westwood LBRTY Global Equity ETF (BFRE) — Dividend Analysis 2026
BFRE utilizes a proprietary rules-based methodology to ensure diversification across sectors and countries while promoting values such as basic civil liberties, freedom, open markets and reduced authoritarian influences. The strategy is based on academic research that has found democratic nations possess certain economic advantages and growth. The fund offers broad exposure to both developed and emerging markets, while reducing direct and indirect exposure to autocratic countries. The selection process screens out companies associated with high political control and economic restrictions. Holdings are weighted based on market-cap and will focus on large- and mid-cap stocks. The minimum market capitalizations will vary by region. The index is rebalanced quarterly, with a maximum weight of 4.5% on individual positions.
Is BFRE a good dividend investment in 2026?
BFRE offers a 0.95% forward yield with a 50% payout ratio. Strand Safety Score: N/A. The 5-year dividend CAGR of 0% is modest — investors should weigh current income against growth alternatives.
BFRE DRIP calculator — what's the difference?
With DRIP on a $10,000 investment over 10 years, your BFRE portfolio grows to $11.0K vs $10.9K without reinvestment. This is the compound interest effect in action.
BFRE dividend growth history & forecast
BFRE has grown its dividend by 0% over the last year and 0% annually over 5 years. At this pace, an investor who holds for 10+ years will see their yield on cost grow substantially above the current 0.95%.
ETFs do not file income statements or cash flow statements. Their dividend safety depends on the underlying index quality, fund methodology, and holdings composition. Use the Holdings page to analyze individual stocks in this fund.
🌍 BFRE Yield by Country & Account Type
Real after-tax yield depends on where you live and how you hold BFRE.
Gross yield
0.95%
Tax rate
15.00%
After-tax yield
0.81%
Real yield (−CPI)
-1.99%
Account/Country
Tax Rate
After-tax Yield
Real Yield
$10K Annual Income
🇺🇸 Roth IRA / 401k
0%
0.95%
-1.85%
$95 / yr
🇺🇸 US Taxable (15%) ✓
15%
0.81%
-1.99%
$81 / yr
🇺🇸 US Taxable (20%)
20%
0.76%
-2.04%
$76 / yr
🇬🇧 UK ISA
0%
0.95%
-1.85%
$95 / yr
🇬🇧 UK Taxable
8.75%
0.87%
-1.93%
$87 / yr
🇨🇦 TFSA
0%
0.95%
-1.85%
$95 / yr
🇨🇦 CA Taxable
25%
0.71%
-2.09%
$71 / yr
🇦🇺 Super (pension)
15%
0.81%
-1.99%
$81 / yr
🇦🇺 AU Taxable
30%
0.66%
-2.13%
$67 / yr
🇩🇪 DE Taxable
26.375%
0.70%
-2.10%
$70 / yr
🇫🇷 FR Taxable
30%
0.66%
-2.13%
$67 / yr
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
🎯 BFRE Income Goal & Break-Even
Dividend Break-Even
50yr+
Years for dividends to fully repay your BFRE investment of $30.61/share (🇺🇸 US Taxable (15%) · 15.00% tax)
$10K invested · 10 Years
Dividends earned (DRIP)
$835.71
Lost to inflation (2.8% CPI)
−$2.5K
Real purchasing power gain
$-1636.59
12-month CPI (US BLS via FMP economic-indicators).
How much do I need to invest in BFRE for:
Shares needed
97,296
Capital required
$2,978,231
Monthly income
$2,000
Based on current dividend of $0.29/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
📅 BFRE Dividend Payment Schedule
BFRE pays quarterly — 4 times per year. Next ex-div: TBD.
Jan
Feb
Mar
💰
Apr
May
Jun
💰
Jul
Aug
Sep
💰
Oct
Nov
Dec
💰
10 shares
$0.62 / payment
$2.47 / year after tax
100 shares
$6.17 / payment
$24.67 / year after tax
1,000 shares
$61.67 / payment
$246.67 / year after tax
📊 BFRE vs Financial Services Benchmarks
How BFRE compares to typical Financial Services averages.
Benchmark: Financial Services
Dividend Yield▼-1.95% vs sectorBelow avg
BFRE
0.95%
avg
2.90%
5Y Dividend CAGR▼-7.10% vs sectorBelow avg
BFRE
0.00%
avg
7.10%
Payout Ratio▼+12.00% vs sectorBelow avg
BFRE
50.00%
avg
38.00%
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for BFRE sourced from FMP /financial-growth endpoint — real data, not estimates.
🏛️ BFRE Insider Activity
No recent SEC filings reported in the last 90 days.
📊 About This Data
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the BFRE dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →