Interactive Brokers (IBKR) Dividend Forecast & DRIP Calculator
Project future dividend income from Interactive Brokers (IBKR) based on its 24.8% historical CAGR. Toggle DRIP, add monthly contributions, and set custom growth assumptions.
Results After 10 Years
Total Portfolio Value
$1,873.4187.3%
Annual Dividend Income
$49.72738.4%
Monthly Dividend Income
$4.14738.4%
Yield on Cost
4.97%
Total Return Breakdown
$1,873 (+87.3%)
Initial Investment
$1,000
53.4%
Additional Investments
$0
0.0%
Dividends
$209
11.1%
Stock Price Growth
$665
35.5%
Growth Projections
Total Portfolio Value ($)
Annual Dividend Income ($)
Monthly Dividend Income ($)
Yield on Cost (%)
Detailed Projections
Year 0
- Portfolio value
- $1,000.00
- Shares
- 14.76
- Annual DPS
- $0.3200
- Annual dividend
- $4.72
- Yield on cost
- 0.47%
- Stock price
- $67.74
- Total profit
- $0.00
Year 1
- Portfolio value
- $1,056.02
- Shares
- 14.85
- Annual DPS
- $0.3993
- Annual dividend
- $5.93
- Yield on cost
- 0.59%
- Annual investment
- $5.91
- Stock price
- $71.13
- Total profit
- $56.02
Year 2
- Portfolio value
- $1,116.37
- Shares
- 14.95
- Annual DPS
- $0.4982
- Annual dividend
- $7.45
- Yield on cost
- 0.74%
- Annual investment
- $7.42
- Stock price
- $74.68
- Total profit
- $116.37
Year 3
- Portfolio value
- $1,181.68
- Shares
- 15.07
- Annual DPS
- $0.6217
- Annual dividend
- $9.37
- Yield on cost
- 0.94%
- Annual investment
- $9.32
- Stock price
- $78.42
- Total profit
- $181.68
Year 4
- Portfolio value
- $1,252.72
- Shares
- 15.21
- Annual DPS
- $0.7758
- Annual dividend
- $11.80
- Yield on cost
- 1.18%
- Annual investment
- $11.73
- Stock price
- $82.34
- Total profit
- $252.72
Year 5
- Portfolio value
- $1,330.42
- Shares
- 15.39
- Annual DPS
- $0.9680
- Annual dividend
- $14.90
- Yield on cost
- 1.49%
- Annual investment
- $14.79
- Stock price
- $86.46
- Total profit
- $330.42
Year 6
- Portfolio value
- $1,415.97
- Shares
- 15.60
- Annual DPS
- $1.2079
- Annual dividend
- $18.84
- Yield on cost
- 1.88%
- Annual investment
- $18.68
- Stock price
- $90.78
- Total profit
- $415.97
Year 7
- Portfolio value
- $1,510.86
- Shares
- 15.85
- Annual DPS
- $1.5072
- Annual dividend
- $23.89
- Yield on cost
- 2.39%
- Annual investment
- $23.65
- Stock price
- $95.32
- Total profit
- $510.86
Year 8
- Portfolio value
- $1,616.98
- Shares
- 16.16
- Annual DPS
- $1.8807
- Annual dividend
- $30.38
- Yield on cost
- 3.04%
- Annual investment
- $30.03
- Stock price
- $100.08
- Total profit
- $616.98
Year 9
- Portfolio value
- $1,736.78
- Shares
- 16.53
- Annual DPS
- $2.3467
- Annual dividend
- $38.78
- Yield on cost
- 3.88%
- Annual investment
- $38.24
- Stock price
- $105.09
- Total profit
- $736.78
Year 10
- Portfolio value
- $1,873.41
- Shares
- 16.98
- Annual DPS
- $2.9282
- Annual dividend
- $49.72
- Yield on cost
- 4.97%
- Annual investment
- $48.89
- Stock price
- $110.34
- Total profit
- $873.41
| Year | Portfolio Value | Shares | Annual DPS | Annual Dividend | Yield on Cost | Annual Investment | Stock Price | Total Profit |
|---|---|---|---|---|---|---|---|---|
| 0 | $1,000.00 | 14.76 | $0.3200 | $4.72 | 0.47% | — | $67.74 | $0.00 |
| 1 | $1,056.02 | 14.85 | $0.3993 | $5.93 | 0.59% | $5.91 | $71.13 | $56.02 |
| 2 | $1,116.37 | 14.95 | $0.4982 | $7.45 | 0.74% | $7.42 | $74.68 | $116.37 |
| 3 | $1,181.68 | 15.07 | $0.6217 | $9.37 | 0.94% | $9.32 | $78.42 | $181.68 |
| 4 | $1,252.72 | 15.21 | $0.7758 | $11.80 | 1.18% | $11.73 | $82.34 | $252.72 |
| 5 | $1,330.42 | 15.39 | $0.9680 | $14.90 | 1.49% | $14.79 | $86.46 | $330.42 |
| 6 | $1,415.97 | 15.60 | $1.2079 | $18.84 | 1.88% | $18.68 | $90.78 | $415.97 |
| 7 | $1,510.86 | 15.85 | $1.5072 | $23.89 | 2.39% | $23.65 | $95.32 | $510.86 |
| 8 | $1,616.98 | 16.16 | $1.8807 | $30.38 | 3.04% | $30.03 | $100.08 | $616.98 |
| 9 | $1,736.78 | 16.53 | $2.3467 | $38.78 | 3.88% | $38.24 | $105.09 | $736.78 |
| 10 | $1,873.41 | 16.98 | $2.9282 | $49.72 | 4.97% | $48.89 | $110.34 | $873.41 |
Projected dividend income: DRIP vs no DRIP
Final-year advantageExtra income +$6.49 (15.0% vs no DRIP)Without DRIPWith DRIP
| Year | Without DRIP ($) | With DRIP ($) |
|---|---|---|
| 1 | 5.89 | 5.93 |
| 2 | 7.36 | 7.45 |
| 3 | 9.18 | 9.37 |
| 4 | 11.45 | 11.80 |
| 5 | 14.29 | 14.90 |
| 6 | 17.83 | 18.84 |
| 7 | 22.25 | 23.89 |
| 8 | 27.76 | 30.38 |
| 9 | 34.64 | 38.78 |
| 10 | 43.23 | 49.72 |
How much do you need?
How much do you need to invest to reach your dividend income goal?
Frequently asked questions
How much dividend income will Interactive Brokers pay in 10 years?
- Based on a $1,000 investment with 24.8% annual dividend growth, Interactive Brokers (IBKR) could generate $49.72/year in dividend income after 10 years (with DRIP enabled).
What is Interactive Brokers's projected dividend growth rate?
- Interactive Brokers (IBKR) has grown its dividend at a 24.8% annual rate over the past 5 years. This historical CAGR is used as the default projection but can be adjusted in the calculator.
How does DRIP work with Interactive Brokers dividends?
- DRIP (Dividend Reinvestment Plan) automatically reinvests dividends into additional Interactive Brokers shares. Over time, this compounds returns because you earn dividends on your reinvested dividends, significantly increasing total income.
How much do I need to invest in Interactive Brokers to make $1,000/month in dividends?
- At Interactive Brokers's current yield of 0.47%, you would need a lump-sum investment of approximately $2,540,250 to generate $1,000/month in dividends. Use the Goal Calculator above for detailed scenarios.
Are these dividend projections guaranteed?
- No. All projections are based on historical dividend growth rates and current yields. Companies can cut, suspend, or increase dividends at any time. Past performance does not guarantee future results.
