What is the dividend capture success rate for IEX?

Across the last 20 ex-dividend events for IDEX (IEX), the post-ex intraday high reached the pre-ex close within 30 trading days in 90% of cases, with a median time-to-touch of 1 trading day. We measure recovery via intraday high because that is when a GTC limit-order at the pre-ex close would actually fill, ending the trade at break-even with the dividend pocketed.

How long does it take IEX to recover its dividend gap?

Historically, IEX touches its pre-ex close in a median of 1 trading day, with the best case at 1 and the worst case at 11 trading days within our 30-day measurement window. A stricter close-based recovery (mark-to-MOC) is also computed in the database; explore it with the per-ticker simulator’s “Hold N days, exit MOC” mode rather than in the event table.

Is the dividend on IEX large enough to capture?

IEX has a signal-to-noise ratio of 0.17 (dividend / 14-day ATR). Values above 1.0 indicate the dividend is larger than the typical daily price swing, making capture trades more viable; below 0.5 means typical daily noise can easily wipe out the gain.

How does IEX compare to its sector for dividend capture?

Within Industrials, the median 30-day pre-ex touch rate is 95%. IEX sits at 90% — at or below the sector benchmark.

Why does IEX dividend capture measure recovery via intraday high, not close?

A realistic capture trade exits via a GTC limit-order at the pre-ex close: the moment the post-ex intraday high touches that level, the order fills and the trader pockets the dividend at break-even. Measuring recovery via close is stricter (mark-to-MOC); we expose that path in the per-ticker simulator as the "Hold N days, exit MOC" mode. The high-based primary metric directly answers the trader-facing question "would my limit have filled?" — close-based answers "would I have been flat at the bell?".

How are dividend capture trades taxed in the US?

Holding period matters. Dividends are "qualified" (taxed at the long-term capital gains rate, 0/15/20%) only when the underlying shares are held for more than 60 days during the 121-day window centered on the ex-dividend date. Dividend capture trades typically hold less than 61 days, so the dividend is taxed at your ordinary income bracket. Always consult a qualified tax advisor.

What are the main risks of a dividend capture strategy?

Three structural risks: (1) the share price may not recover the gap within your holding window; (2) ordinary-income tax can consume the after-tax yield; (3) transaction costs and bid/ask slippage can wipe out small dividends. Historical statistics measure base rates; they do not guarantee any single trade will work.

IDEX (IEX) Dividend Capture: 0.36% per event (1.4% annualized)

Updated May 6, 202620 eventshigh

IDEX

IEX

IDEX (IEX) has touched its pre-ex close within 30 trading days in 90% of the last 20 ex-dividend events, with a median time-to-touch of 1 trading day (limit-order recovery basis). The dividend is below the typical daily price swing (signal-to-noise 0.17), meaning ordinary day-to-day noise can easily exceed the dividend itself.

Versus its sector, IEX sits roughly in line with the Industrials sector benchmark of 95%. The sector median time-to-touch is 1 trading day, matching the peer pace.

Historical base rates are not predictions; transaction costs, slippage, and ordinary-income tax on short holding periods can materially reduce realized profit.

Touch rate (30d): 90%-5pp vs sector
Median days-to-touch: 1din line with sector
Signal-to-noise: 0.17in line with sector

Recovery engine

TL;DR over the most recent 20 events.

30-day touch rate: 90%
-5pp vs sector
Median days-to-touch: 1d
in line with sector
Signal-to-noise (div / ATR): 0.17
in line with sector
Avg gap on ex-date: -0.35%
in line with sector
Win rate at MOC exit: 50%
Median drawdown during hold: -3.14%
+0.83pp vs sector
Best / worst touch (days): 1 / 11

Next ex-dividend

The company has not declared a dividend, and we don't have enough recent history to extrapolate a reliable estimate.

How IEX ranks in Industrials

Compared with other stocks in this sector that pass our capture-quality filter (87 tickers). Lower rank number is better on every metric below.

Full sector ranking

30-day touch rate
#67of 87
Beats ~23% of peers on this metric
Median days to touch
#1of 87
Beats ~99% of peers on this metric
Signal-to-noise
#48of 87
Beats ~45% of peers on this metric

IEX Dividend Capture History — Last 20 Ex-Dividend Events

Per-event gap on ex-date, the pre-ex close used as the touch target, trading days to first intraday high at or above that level, plus 5/30-day touch flags, drawdown and 5-day P&L for IDEX (IEX). For a stricter close-at-bell exit timeline, use the simulator below (MOC mode). td = trading days from ex-date.

						Recovered 5d	Recovered 30d
Jan 16, 2026	Q1	$0.71	-0.74%	$195.30	1	yes	yes	-1.79%	+0.33%
Oct 10, 2025	Q4	$0.71	0.00%	$165.85	1	yes	yes	-3.97%	+0.71%
Jul 11, 2025	Q3	$0.71	-1.23%	$185.42	9	no	yes	-4.49%	-0.72%
May 19, 2025	Q2	$0.71	-1.76%	$190.85	1	yes	yes	-7.38%	-3.51%
Jan 17, 2025	Q1	$0.69	1.26%	$217.27	1	yes	yes	-0.83%	+2.23%
Oct 11, 2024	Q4	$0.69	-0.23%	$208.45	1	yes	yes	-3.06%	+1.33%
Jul 12, 2024	Q3	$0.69	0.61%	$203.48	1	yes	yes	-2.55%	+0.09%
May 16, 2024	Q2	$0.69	-0.38%	$224.20	>30	no	no	-8.64%	-3.55%
Jan 11, 2024	Q1	$0.64	-0.26%	$209.62	2	yes	yes	-3.23%	-0.93%
Oct 12, 2023	Q4	$0.64	-0.12%	$209.03	>30	no	no	-11.57%	-6.12%
Jul 13, 2023	Q3	$0.64	-0.40%	$215.56	11	no	yes	-3.24%	-1.49%
Jun 8, 2023	Q2	$0.64	-0.39%	$208.19	1	yes	yes	-2.66%	+1.37%
Jan 12, 2023	Q1	$0.60	0.00%	$235.48	1	yes	yes	-4.06%	-1.56%
Oct 13, 2022	Q4	$0.60	-2.05%	$200.40	1	yes	yes	-2.56%	-0.25%
Jul 14, 2022	Q3	$0.60	-0.89%	$181.42	1	yes	yes	-2.29%	+6.52%
May 16, 2022	Q2	$0.60	-1.11%	$186.17	1	yes	yes	-3.69%	-0.04%
Jan 13, 2022	Q1	$0.54	-0.21%	$226.93	1	yes	yes	-8.71%	-3.19%
Oct 14, 2021	Q4	$0.54	0.52%	$206.07	1	yes	yes	0.52%	+7.14%
Jul 14, 2021	Q3	$0.54	0.06%	$223.43	1	yes	yes	-2.05%	+2.05%
May 21, 2021	Q2	$0.54	0.30%	$220.03	1	yes	yes	-0.50%	+1.44%

Ex-date Jan 16, 2026Q1
Dividend
$0.71
Gap %
-0.74%
Pre-ex close
$195.30
High touch (td)
1
Recovered 5d
yes
Recovered 30d
yes
Drawdown
-1.79%
P&L 5d %
+0.33%
Ex-date Oct 10, 2025Q4
Dividend
$0.71
Gap %
0.00%
Pre-ex close
$165.85
High touch (td)
1
Recovered 5d
yes
Recovered 30d
yes
Drawdown
-3.97%
P&L 5d %
+0.71%
Ex-date Jul 11, 2025Q3
Dividend
$0.71
Gap %
-1.23%
Pre-ex close
$185.42
High touch (td)
9
Recovered 5d
no
Recovered 30d
yes
Drawdown
-4.49%
P&L 5d %
-0.72%
Ex-date May 19, 2025Q2
Dividend
$0.71
Gap %
-1.76%
Pre-ex close
$190.85
High touch (td)
1
Recovered 5d
yes
Recovered 30d
yes
Drawdown
-7.38%
P&L 5d %
-3.51%
Ex-date Jan 17, 2025Q1
Dividend
$0.69
Gap %
1.26%
Pre-ex close
$217.27
High touch (td)
1
Recovered 5d
yes
Recovered 30d
yes
Drawdown
-0.83%
P&L 5d %
+2.23%
Ex-date Oct 11, 2024Q4
Dividend
$0.69
Gap %
-0.23%
Pre-ex close
$208.45
High touch (td)
1
Recovered 5d
yes
Recovered 30d
yes
Drawdown
-3.06%
P&L 5d %
+1.33%
Ex-date Jul 12, 2024Q3
Dividend
$0.69
Gap %
0.61%
Pre-ex close
$203.48
High touch (td)
1
Recovered 5d
yes
Recovered 30d
yes
Drawdown
-2.55%
P&L 5d %
+0.09%
Ex-date May 16, 2024Q2
Dividend
$0.69
Gap %
-0.38%
Pre-ex close
$224.20
High touch (td)
>30
Recovered 5d
no
Recovered 30d
no
Drawdown
-8.64%
P&L 5d %
-3.55%
Ex-date Jan 11, 2024Q1
Dividend
$0.64
Gap %
-0.26%
Pre-ex close
$209.62
High touch (td)
2
Recovered 5d
yes
Recovered 30d
yes
Drawdown
-3.23%
P&L 5d %
-0.93%
Ex-date Oct 12, 2023Q4
Dividend
$0.64
Gap %
-0.12%
Pre-ex close
$209.03
High touch (td)
>30
Recovered 5d
no
Recovered 30d
no
Drawdown
-11.57%
P&L 5d %
-6.12%
Ex-date Jul 13, 2023Q3
Dividend
$0.64
Gap %
-0.40%
Pre-ex close
$215.56
High touch (td)
11
Recovered 5d
no
Recovered 30d
yes
Drawdown
-3.24%
P&L 5d %
-1.49%
Ex-date Jun 8, 2023Q2
Dividend
$0.64
Gap %
-0.39%
Pre-ex close
$208.19
High touch (td)
1
Recovered 5d
yes
Recovered 30d
yes
Drawdown
-2.66%
P&L 5d %
+1.37%
Ex-date Jan 12, 2023Q1
Dividend
$0.60
Gap %
0.00%
Pre-ex close
$235.48
High touch (td)
1
Recovered 5d
yes
Recovered 30d
yes
Drawdown
-4.06%
P&L 5d %
-1.56%
Ex-date Oct 13, 2022Q4
Dividend
$0.60
Gap %
-2.05%
Pre-ex close
$200.40
High touch (td)
1
Recovered 5d
yes
Recovered 30d
yes
Drawdown
-2.56%
P&L 5d %
-0.25%
Ex-date Jul 14, 2022Q3
Dividend
$0.60
Gap %
-0.89%
Pre-ex close
$181.42
High touch (td)
1
Recovered 5d
yes
Recovered 30d
yes
Drawdown
-2.29%
P&L 5d %
+6.52%
Ex-date May 16, 2022Q2
Dividend
$0.60
Gap %
-1.11%
Pre-ex close
$186.17
High touch (td)
1
Recovered 5d
yes
Recovered 30d
yes
Drawdown
-3.69%
P&L 5d %
-0.04%
Ex-date Jan 13, 2022Q1
Dividend
$0.54
Gap %
-0.21%
Pre-ex close
$226.93
High touch (td)
1
Recovered 5d
yes
Recovered 30d
yes
Drawdown
-8.71%
P&L 5d %
-3.19%
Ex-date Oct 14, 2021Q4
Dividend
$0.54
Gap %
0.52%
Pre-ex close
$206.07
High touch (td)
1
Recovered 5d
yes
Recovered 30d
yes
Drawdown
0.52%
P&L 5d %
+7.14%
Ex-date Jul 14, 2021Q3
Dividend
$0.54
Gap %
0.06%
Pre-ex close
$223.43
High touch (td)
1
Recovered 5d
yes
Recovered 30d
yes
Drawdown
-2.05%
P&L 5d %
+2.05%
Ex-date May 21, 2021Q2
Dividend
$0.54
Gap %
0.30%
Pre-ex close
$220.03
High touch (td)
1
Recovered 5d
yes
Recovered 30d
yes
Drawdown
-0.50%
P&L 5d %
+1.44%

IEX Pre-Ex Touch Time Distribution

20 events analyzedHigh touched pre-ex within 5 trading days: 80% (16 events)

≤ 1 day
1575%
2–3 days
15%
4–5 days
00%
6–10 days
15%
11–30 days
15%
30+
210%

75% within 1d · 80% within 5d · 90% within 30d

IEX Dividend Capture Calculator — After-Tax Yield

Pre-filled with IEX's next expected dividend and recent close. Adjust tax rate, holding period and slippage to estimate after-tax capture yield.

IEX dividend ($)IEX price ($)SharesHold (days)Tax %?Slippage % per leg

Slippage preset

Holding shorter than the IRS 61-day rule disqualifies the dividend from “qualified” status — it is taxed as ordinary income at your marginal rate. Adjust Tax % accordingly.

Display

Gross dividend: $142.00
After-tax dividend: $92.30
Slippage round-trip: -$39.06
Net if price returns to pre-ex: +$53.24
Required recovery to break even: 0.00%
Per-event after-tax yield: +0.14%
Annual if all succeed: ~6.9%

Scenariosbase rate 90%

Best (limit fills)+$53.24

Average (base rate)+$39.04

Worst (no recovery)$88.76

Open in full calculator →

IEX Dividend Capture Backtest Simulator

Replay every historical IEX ex-dividend with two exit strategies: a GTC limit-order at the pre-ex close (limit-order P&L on first intraday touch), or hold for N days and exit at MOC. Pick the window and quarter filter that matches your plan and see realized P&L per event.

Limit window:Quarter:

Sell back at the pre-ex close on the first intraday touch within the window. If it never touches, exit at MOC after the window expires (stop-loss).

Figures are gross — before tax, commissions, and slippage. Percents are per-event return on capital at entry (pre-ex close).

Avg P&L per trade(20 events)-0.35%

Win rate (20 trades)

80%

Cumulative P&L

-6.92%Sum of per-event % (not compounded)

Buy & hold (same sample)

-4.72%Span: May 21, 2021 → Jan 16, 2026 · long-horizon total return vs repeating capture cycles

Best event

Oct 10, 2025+0.43%

Worst event

Oct 12, 2023-6.12%

Cumulative P&L (equity curve)

Vertical axis: cumulative sum of per-event % (same units as the headline cumulative). Hover dots for exact values.

May 21, 2021Jan 16, 2026

Per-event P&L distribution

20 trades in this sample · bar height ∝ count in each bucket (gross % per event).

<-3%

-3..-1%

-1..0%

0..1%

1..3%

>3%

Scenario P&L by event · IEX (20)

Scenario P&L — updates with exit mode, window, and quarter. History adds gap, touch, drawdown, and a fixed P&L 5d % (MOC). Same per-row % as that column only for MOC + 5d on the same rows. Oldest → newest, gross pre-ex close basis.

Ex-date	P&L
May 21, 2021	+0.25%
Jul 14, 2021	+0.24%
Oct 14, 2021	+0.26%
Jan 13, 2022	+0.24%
May 16, 2022	+0.32%
Jul 14, 2022	+0.33%
Oct 13, 2022	+0.30%
Jan 12, 2023	+0.25%
Jun 8, 2023	+0.31%
Jul 13, 2023	-1.49%
Oct 12, 2023	-6.12%
Jan 11, 2024	+0.31%
May 16, 2024	-3.55%
Jul 12, 2024	+0.34%
Oct 11, 2024	+0.33%
Jan 17, 2025	+0.32%
May 19, 2025	+0.37%
Jul 11, 2025	-0.72%
Oct 10, 2025	+0.43%
Jan 16, 2026	+0.36%

Looking for full price seasonality? See IEX seasonality →

Frequently asked questions

What is the dividend capture success rate for IEX?: Across the last 20 ex-dividend events for IDEX (IEX), the post-ex intraday high reached the pre-ex close within 30 trading days in 90% of cases, with a median time-to-touch of 1 trading day. We measure recovery via intraday high because that is when a GTC limit-order at the pre-ex close would actually fill, ending the trade at break-even with the dividend pocketed.
How long does it take IEX to recover its dividend gap?: Historically, IEX touches its pre-ex close in a median of 1 trading day, with the best case at 1 and the worst case at 11 trading days within our 30-day measurement window. A stricter close-based recovery (mark-to-MOC) is also computed in the database; explore it with the per-ticker simulator’s “Hold N days, exit MOC” mode rather than in the event table.
Is the dividend on IEX large enough to capture?: IEX has a signal-to-noise ratio of 0.17 (dividend / 14-day ATR). Values above 1.0 indicate the dividend is larger than the typical daily price swing, making capture trades more viable; below 0.5 means typical daily noise can easily wipe out the gain.
How does IEX compare to its sector for dividend capture?: Within Industrials, the median 30-day pre-ex touch rate is 95%. IEX sits at 90% — at or below the sector benchmark.
Why does IEX dividend capture measure recovery via intraday high, not close?: A realistic capture trade exits via a GTC limit-order at the pre-ex close: the moment the post-ex intraday high touches that level, the order fills and the trader pockets the dividend at break-even. Measuring recovery via close is stricter (mark-to-MOC); we expose that path in the per-ticker simulator as the "Hold N days, exit MOC" mode. The high-based primary metric directly answers the trader-facing question "would my limit have filled?" — close-based answers "would I have been flat at the bell?".
How are dividend capture trades taxed in the US?: Holding period matters. Dividends are "qualified" (taxed at the long-term capital gains rate, 0/15/20%) only when the underlying shares are held for more than 60 days during the 121-day window centered on the ex-dividend date. Dividend capture trades typically hold less than 61 days, so the dividend is taxed at your ordinary income bracket. Always consult a qualified tax advisor.
What are the main risks of a dividend capture strategy?: Three structural risks: (1) the share price may not recover the gap within your holding window; (2) ordinary-income tax can consume the after-tax yield; (3) transaction costs and bid/ask slippage can wipe out small dividends. Historical statistics measure base rates; they do not guarantee any single trade will work.