HomeCompareSRE vs IEX

SRE vs IEX: Dividend Comparison 2026

SRE yields 2.68% · IEX yields 1.55%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IEX wins by $20.7K in total portfolio value· pulled ahead in Year 4
10 years
SRE
SRE
● Live price
2.68%
Share price
$96.58
Annual div
$2.59
5Y div CAGR
10.1%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.8K
Annual income
$925.13
Full SRE calculator →
IEX
IEX
● Live price
1.55%
Share price
$183.49
Annual div
$2.84
5Y div CAGR
40.9%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.5K
Annual income
$9,282.08
Full IEX calculator →

Portfolio growth — SRE vs IEX

📍 IEX pulled ahead of the other in Year 4

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 PeriodSREIEX
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, SRE + IEX cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SRE
Annual income on $10K today (after 15% tax)
$228.17/yr
After 10yr DRIP, annual income (after tax)
$786.36/yr
IEX
Annual income on $10K today (after 15% tax)
$131.56/yr
After 10yr DRIP, annual income (after tax)
$7,889.77/yr
At 15% tax rate, IEX beats the other by $7,103.41/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SRE + IEX for your $10,000?

SRE: 50%IEX: 50%
100% IEX50/50100% SRE
Portfolio after 10yr
$37.2K
Annual income
$5,103.61/yr
Blended yield
13.73%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SRE right now

SRE
Analyst Ratings
1
Strong
19
Buy
5
Hold
Consensus: Buy
Price Target
$100.88
+4.5% upside vs current
Range: $89.00 — $112.00
Altman Z
1.1
Piotroski
7/9
IEX
Analyst Ratings
14
Buy
15
Hold
Consensus: Hold
Price Target
$236.83
+29.1% upside vs current
Range: $220.00 — $247.00
Altman Z
4.8
Piotroski
8/9
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)

SRE buys
0
IEX buys
0
No recent congressional trades found for SRE or IEX in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSREIEX
Forward yield2.68%1.55%
Annual dividend / share$2.59$2.84
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR10.1%40.9%
Portfolio after 10y$26.8K$47.5K
Annual income after 10y$925.13$9,282.08
Total dividends collected$5.6K$24.6K
Payment frequencyquarterlyquarterly
SectorUtilitiesIndustrials
Analyst consensusBuyHold
Analyst price target$100.88$236.83

Year-by-year: SRE vs IEX ($10,000, DRIP)

YearSRE PortfolioSRE Income/yrIEX PortfolioIEX Income/yrGap
1$10,996$295.54$10,918$218.08+$78.00SRE
2$12,100$334.38$11,996$313.54+$104.00SRE
3$13,325$378.61$13,289$453.63+$36.00SRE
4← crossover$14,687$429.05$14,881$661.76$194.00IEX
5$16,202$486.59$16,899$975.81$697.00IEX
6$17,888$552.33$19,541$1,459.17$1.7KIEX
7$19,768$627.49$23,131$2,221.89$3.4KIEX
8$21,865$713.51$28,213$3,463.33$6.3KIEX
9$24,208$812.08$35,751$5,562.68$11.5KIEX
10$26,827$925.13$47,535$9,282.08$20.7KIEX

SRE vs IEX: Complete Analysis 2026

SREUtilities

Sempra operates as an energy-services holding company in the United States and internationally. The company's San Diego Gas & Electric Company segment provides electric services; and supplies natural gas. It offers electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that covers 4,100 square miles. Its Southern California Gas Company segment owns and operates a natural gas distribution, transmission, and storage system that supplies natural gas to a population of approximately 22 million covering an area of 24,000 square miles. The company's Sempra Texas Utilities segment engages in the regulated transmission and distribution of electricity serving 3.8 million homes and businesses, and operation of 140,000 miles of transmission and distribution lines. Its transmission system includes 18,249 circuit miles of transmission lines, a total of 1,174 transmission and distribution substations, and interconnection to 130 third-party generation facilities totaling 45,403 megawatts. The company was formerly known as Sempra Energy and changed its name to Sempra in July 2021. Sempra was founded in 1998 and is headquartered in San Diego, California.

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IEXIndustrials

IDEX Corporation, together with its subsidiaries, provides applied solutions worldwide. The company operates through three segments: Fluid & Metering Technologies (FMT), Health & Science Technologies (HST), and Fire & Safety/Diversified Products (FSDP). The FMT segment designs, produces, and distributes positive displacement pumps, small volume provers, flow meters, injectors, and other fluid-handling pump modules and systems, as well as offers flow monitoring and other services for the food, chemical, general industrial, water and wastewater, agricultural, and energy industries. The HST segment designs, produces, and distributes precision fluidics, rotary lobe pumps, centrifugal and positive displacement pumps, roll compaction and drying systems, pneumatic components and sealing solutions, high performance molded and extruded sealing components, custom mechanical and shaft seals, engineered hygienic mixers and valves, biocompatible medical devices and implantables, air compressors and blowers, optical components and coatings, laboratory and commercial equipment, precision photonic solutions, and precision gear and peristaltic pump technologies. This segment serves food and beverage, pharmaceutical and biopharmaceutical, cosmetics, marine, chemical, wastewater and water treatment, life sciences, research, and defense markets. The FSDP segment designs, produces, and distributes firefighting pumps, valves and controls, rescue tools, lifting bags, and other components and systems for the fire and rescue industry; engineered stainless steel banding and clamping devices for various industrial and commercial applications; and precision equipment for dispensing, metering, and mixing colorants and paints used in retail and commercial businesses. IDEX Corporation was incorporated in 1987 and is headquartered in Northbrook, Illinois.

Full IEX 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.