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BGSIX vs EPRT: Dividend Comparison 2026

BGSIX yields 12.96% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $17.4K in total portfolio value· pulled ahead in Year 8
10 years
BGSIX
BGSIX
● Live price
12.96%
Share price
$73.06
Annual div
$9.47
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.0K
Annual income
$2,903.85
Full BGSIX calculator →
EPRT
EPRT
● Live price
3.97%
Share price
$30.36
Annual div
$1.21
5Y div CAGR
29%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$64.3K
Annual income
$13,170.85
Full EPRT calculator →

Portfolio growth — BGSIX vs EPRT

📍 EPRT pulled ahead of the other in Year 8

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 PeriodBGSIXEPRT
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, BGSIX + EPRT cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BGSIX pays
EPRT pays
Both pay
Neither
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Tax Bracket Optimizer

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

BGSIX
Annual income on $10K today (after 15% tax)
$1,102.02/yr
After 10yr DRIP, annual income (after tax)
$2,468.27/yr
EPRT
Annual income on $10K today (after 15% tax)
$337.37/yr
After 10yr DRIP, annual income (after tax)
$11,195.22/yr
At 15% tax rate, EPRT beats the other by $8,726.95/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of BGSIX + EPRT for your $10,000?

BGSIX: 50%EPRT: 50%
100% EPRT50/50100% BGSIX
Portfolio after 10yr
$55.6K
Annual income
$8,037.36/yr
Blended yield
14.44%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

BGSIX
No analyst data
EPRT
Analyst Ratings
1
Strong
17
Buy
3
Hold
1
Sell
Consensus: Buy
Price Target
$35.50
+16.9% upside vs current
Range: $33.00 — $37.00
Altman Z
1.8
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)

BGSIX buys
1
EPRT buys
0
PoliticianChamberTickerTypeAmountDate
Joe Courtney🏢 House$BGSIX▲ Buy$1,001 - $15,0002020-10-09
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBGSIXEPRT
Forward yield12.96%3.97%
Annual dividend / share$9.47$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$47.0K$64.3K
Annual income after 10y$2,903.85$13,170.85
Total dividends collected$20.7K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: BGSIX vs EPRT ($10,000, DRIP)

YearBGSIX PortfolioBGSIX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,996$1,296.50$11,212$512.01+$784.00BGSIX
2$14,290$1,453.59$12,689$692.09+$1.6KBGSIX
3$16,908$1,618.20$14,521$944.30+$2.4KBGSIX
4$19,881$1,789.45$16,841$1,302.88+$3.0KBGSIX
5$23,240$1,966.45$19,841$1,821.64+$3.4KBGSIX
6$27,014$2,148.22$23,818$2,587.47+$3.2KBGSIX
7$31,239$2,333.81$29,230$3,744.65+$2.0KBGSIX
8← crossover$35,948$2,522.24$36,816$5,540.38$868.00EPRT
9$41,177$2,712.56$47,806$8,413.17$6.6KEPRT
10$46,964$2,903.85$64,324$13,170.85$17.4KEPRT

BGSIX vs EPRT: Complete Analysis 2026

BGSIXStock

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities issued by U.S. and non-U.S. technology companies in all market capitalization ranges, selected for their rapid and sustainable growth potential from the development, advancement and use of technology. It may invest in both developed and emerging markets. The fund invests primarily in common stock but may also invest in preferred stock and convertible securities. It may also invest in Rule 144A securities, which are privately placed securities purchased by qualified institutional buyers.

Full BGSIX Calculator →

EPRTREIT

Essential Properties Realty Trust, Inc., a real estate company, acquires, owns, and manages single-tenant properties in the United States. The company leases its properties to middle-market companies, such as restaurants, car washes, automotive services, medical and dental services, convenience stores, equipment rental, entertainment, early childhood education, grocery, and health and fitness on a long-term basis. As of December 31, 2021, it had a portfolio of 1, 451 properties. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was founded in 2016 and is headquartered in Princeton, New Jersey.

Full EPRT 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.