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Home βΊ Calculator βΊ SHRY Dividend Calculator 2026
First Trust Bloomberg Shareholder Yield ETF Β· NASDAQ
Price: $43.83 Β· Annual div: $0.74/share Β· Frequency: quarterly Β· Payout ratio: 50% Β· Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in SHRY β $11.8K in 10 years Β· $16.43/month
The First Trust Bloomberg Shareholder Yield ETF (SHRY) aims to replicate the overall performance of the Bloomberg Shareholder Yield Index, an equity benchmark. Its objective is to mirror the index's total returnβboth capital appreciation and incomeβbefore accounting for the ETF's own management fees and expenses. Typically, under normal market circumstances, SHRY allocates a minimum of 80% of its net assets, including any assets acquired through borrowing for investment, directly into the underlying securities that constitute this index.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
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Real after-tax yield depends on where you live and how you hold SHRY.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| πΊπΈ Roth IRA / 401k | 0% | 1.69% | -1.11% | $169 / yr |
| πΊπΈ US Taxable (15%) β | 15% | 1.44% | -1.36% | $144 / yr |
| πΊπΈ US Taxable (20%) | 20% | 1.35% | -1.45% | $135 / yr |
| π¬π§ UK ISA | 0% | 1.69% | -1.11% | $169 / yr |
| π¬π§ UK Taxable | 8.75% | 1.54% | -1.26% | $154 / yr |
| π¨π¦ TFSA | 0% | 1.69% | -1.11% | $169 / yr |
| π¨π¦ CA Taxable | 25% | 1.27% | -1.53% | $127 / yr |
| π¦πΊ Super (pension) | 15% | 1.44% | -1.36% | $144 / yr |
| π¦πΊ AU Taxable | 30% | 1.18% | -1.62% | $118 / yr |
| π©πͺ DE Taxable | 26.375% | 1.24% | -1.56% | $124 / yr |
| π«π· FR Taxable | 30% | 1.18% | -1.62% | $118 / 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.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $0.74/share/yr Β· πΊπΈ US Taxable (15%) Β· static projection (no growth assumed).
SHRY pays quarterly β 4 times per year. Next ex-div: TBD.
How SHRY compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024β2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for SHRY sourced from FMP /financial-growth endpoint β real data, not estimates.
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 SHRY 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 β
First Trust Bloomberg Shareholder Yield ETF (SHRY) is currently trading at $43.83, trading near its 52-week high. The current dividend yield is 1.69% based on an annual payout of $0.74 per share.
First Trust Bloomberg Shareholder Yield ETF (SHRY) is a financial services stock currently trading at $43.83 with a dividend yield of 1.69%. The company pays an annual dividend of $0.74 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings.
Auto-generated from live market data. For educational purposes only β not financial advice.
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