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TBG Dividend Focus ETF · AMEX
Price: $36.89 · Annual div: $0.99/share · Frequency: quarterly · Payout ratio: 50% · Ex-div: TBD
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Year your monthly dividend income covers each expense (based on current settings)
$10,000 in TBG → $13.0K in 10 years · $28.24/month
TBG looks for dividend growth in the US equity space. The fund begins its selection process by identifying large-, mid-, and small-cap US companies with a dividend yield greater than the S&P 500s average yield. The fund utilizes a bottom-up, fundamental process to screen for companies with the ability to grow their dividends more than 5% per year over a 5- to 7-year market cycle. The fund adviser prefers companies with demonstrated ability to grow their free cash flows, earnings, and dividends while maintaining their financial strength. The quality and reputation of a companys management are also considered by the adviser. The resulting portfolio typically comprises 30 to 40 companies. The fund is actively managed, the adviser has full discretion to buy, hold, or sell portfolio securities at any given time. The fund may also lend securities of up to one-third of the funds total assets.
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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Ready to invest? Open TBG position with:
Real after-tax yield depends on where you live and how you hold TBG.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 2.67% | -0.13% | $267 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 2.27% | -0.53% | $227 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 2.14% | -0.66% | $214 / yr |
| 🇬🇧 UK ISA | 0% | 2.67% | -0.13% | $267 / yr |
| 🇬🇧 UK Taxable | 8.75% | 2.44% | -0.36% | $244 / yr |
| 🇨🇦 TFSA | 0% | 2.67% | -0.13% | $267 / yr |
| 🇨🇦 CA Taxable | 25% | 2.00% | -0.80% | $200 / yr |
| 🇦🇺 Super (pension) | 15% | 2.27% | -0.53% | $227 / yr |
| 🇦🇺 AU Taxable | 30% | 1.87% | -0.93% | $187 / yr |
| 🇩🇪 DE Taxable | 26.375% | 1.97% | -0.83% | $197 / yr |
| 🇫🇷 FR Taxable | 30% | 1.87% | -0.93% | $187 / 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 $0.99/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
TBG pays quarterly — 4 times per year. Next ex-div: TBD.
How TBG compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for TBG sourced from FMP /financial-growth endpoint — 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 TBG 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 →
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