HomeCompareIBHA vs O

IBHA vs O: Dividend Comparison 2026

IBHA yields 8.29% · O yields 5.28%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IBHA wins by $381.00 in total portfolio value
10 years
IBHA
IBHA
● Live price
8.29%
Share price
$24.14
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.6K
Annual income
$1,399.28
Full IBHA calculator →
O
Realty Income Corporation
● Live price
5.28%
Share price
$61.15
Annual div
$3.23
5Y div CAGR
15.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$34.2K
Annual income
$5,102.74
Full O calculator →

Portfolio growth — IBHA vs O

📍 IBHA pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodIBHAO
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
📅

Dividend Calendar Overlap

Combined, IBHA + O cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
IBHA pays
O pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

IBHA
Annual income on $10K today (after 15% tax)
$704.37/yr
After 10yr DRIP, annual income (after tax)
$1,189.39/yr
O
Annual income on $10K today (after 15% tax)
$449.12/yr
After 10yr DRIP, annual income (after tax)
$4,337.33/yr
At 15% tax rate, O beats the other by $3,147.94/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of IBHA + O for your $10,000?

IBHA: 50%O: 50%
100% O50/50100% IBHA
Portfolio after 10yr
$34.4K
Annual income
$3,251.01/yr
Blended yield
9.44%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on O right now

IBHA
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
Sell
Consensus: Hold
Price Target
$64.00
+4.7% upside vs current
Range: $60.00 — $69.00
Altman Z
1.0
Piotroski
5/9
Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IBHA buys
0
O buys
0
No recent congressional trades found for IBHA or O in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIBHAO
Forward yield8.29%5.28%
Annual dividend / share$2.00$3.23
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.1%
Portfolio after 10y$34.6K$34.2K
Annual income after 10y$1,399.28$5,102.74
Total dividends collected$11.2K$20.7K
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: IBHA vs O ($10,000, DRIP)

YearIBHA PortfolioIBHA Income/yrO PortfolioO Income/yrGap
1← crossover$11,529$828.67$10,818$608.16+$711.00IBHA
2$13,229$892.85$11,787$741.68+$1.4KIBHA
3$15,112$957.47$12,946$911.00+$2.2KIBHA
4$17,192$1,022.24$14,345$1,127.94+$2.8KIBHA
5$19,482$1,086.87$16,056$1,409.05+$3.4KIBHA
6$21,997$1,151.08$18,171$1,777.83+$3.8KIBHA
7$24,752$1,214.64$20,820$2,268.21+$3.9KIBHA
8$27,762$1,277.32$24,188$2,929.90+$3.6KIBHA
9$31,044$1,338.93$28,533$3,837.11+$2.5KIBHA
10$34,616$1,399.28$34,235$5,102.74+$381.00IBHA

IBHA vs O: Complete Analysis 2026

IBHAStock

The investment seeks to track the investment results of the Bloomberg 2021 Term High Yield and Income Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index, and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is composed of U.S. dollar-denominated, taxable, fixed-rate, high yield and BBB or equivalently rated corporate bonds scheduled to mature between January 1, 2021 and December 15, 2021, inclusive. The fund is non-diversified.

Full IBHA Calculator →

OREIT

Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since Realty Income's public listing in 1994 (NYSE: O). The company is a member of the S&P 500 Dividend Aristocrats index. Additional information about the company can be obtained from the corporate website at www.realtyincome.com.

Full O Calculator →
📬

Get this IBHA vs O comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IBHA vs SCHDIBHA vs JEPIIBHA vs KOIBHA vs MAINIBHA vs STAGIBHA vs ADCIBHA vs NNNIBHA vs VICI

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.