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IBHF vs O: Dividend Comparison 2026

IBHF yields 6.68% · O yields 5.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IBHF wins by $8.4K in total portfolio value
10 years
IBHF
IBHF
● Live price
6.68%
Share price
$22.95
Annual div
$1.53
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.1K
Annual income
$1,020.63
Full IBHF calculator →
O
Realty Income Corporation
● Live price
5.97%
Share price
$52.30
Annual div
$3.12
5Y div CAGR
3.2%
Payout ratio
76%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$1,416.15
Full O calculator →

Portfolio growth — IBHF vs O

📍 IBHF pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

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

Crisis PeriodIBHFO
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, IBHF + O cover 8 of 12 months — good coverage

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

Tax Bracket Optimizer

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

IBHF
Annual income on $10K today (after 15% tax)
$567.46/yr
After 10yr DRIP, annual income (after tax)
$867.54/yr
O
Annual income on $10K today (after 15% tax)
$507.07/yr
After 10yr DRIP, annual income (after tax)
$1,203.73/yr
At 15% tax rate, O beats the other by $336.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IBHF: 50%O: 50%
100% O50/50100% IBHF
Portfolio after 10yr
$26.9K
Annual income
$1,218.40/yr
Blended yield
4.53%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on O right now

IBHF
No analyst data
O
Analyst Ratings
13
Buy
18
Hold
3
Sell
Consensus: Hold
Price Target
$64.00
+22.4% 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)

IBHF buys
0
O buys
0
No recent congressional trades found for IBHF or O in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIBHFO
Forward yield6.68% ✓5.97%
Annual dividend / share$1.53$3.12 ✓
Payout ratio50% ✓76%
1-year div growth0%2.8% ✓
5-year div CAGR0%3.2% ✓
Portfolio after 10y$31.1K ✓$22.7K
Annual income after 10y$1,020.63$1,416.15 ✓
Total dividends collected$8.5K$9.6K ✓
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearIBHF PortfolioIBHF Income/yrO PortfolioO Income/yrGap
1← crossover$11,368$667.60$10,826$615.65+$542.00 → IBHF
2$12,873$709.26$11,727$673.66+$1.1K → IBHF
3$14,524$750.61$12,710$737.59+$1.8K → IBHF
4$16,333$791.52$13,785$808.08+$2.5K → IBHF
5$18,308$831.83$14,961$885.87+$3.3K → IBHF
6$20,461$871.43$16,247$971.76+$4.2K → IBHF
7$22,803$910.19$17,655$1,066.66+$5.1K → IBHF
8$25,347$948.04$19,197$1,171.57+$6.2K → IBHF
9$28,106$984.87$20,888$1,287.65+$7.2K → IBHF
10$31,095$1,020.63$22,743$1,416.15+$8.4K → IBHF

IBHF vs O: Complete Analysis 2026

IBHF — Stock

The iShares iBonds 2026 Term High Yield and Income ETF (the “Fund”) seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield and other income generating corporate bonds maturing in 2026.This Fund is covered by U.S. Patent Nos. 8,438,100 and 8,655,770.

Full IBHF Calculator →

O — REIT

Nicknamed 'The Monthly Dividend Company', Realty Income is a net-lease REIT with 15,000+ properties across the US and Europe. It has paid monthly dividends for 55+ consecutive years with 126 dividend increases since 1994 — a true Dividend Aristocrat. Its tenants include Walgreens, Dollar General, and FedEx. A cornerstone holding for income investors.

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