HomeCompareBSVSX vs EQR

BSVSX vs EQR: Dividend Comparison 2026

BSVSX yields 15.67% · EQR yields 4.73%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 BSVSX wins by $15.3K in total portfolio value
10 years
BSVSX
BSVSX
● Live price
15.67%
Share price
$12.60
Annual div
$1.97
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$55.8K
Annual income
$4,113.42
Full BSVSX calculator →
EQR
EQR
● Live price
4.73%
Share price
$58.58
Annual div
$2.77
5Y div CAGR
15.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$40.5K
Annual income
$3,819.61
Full EQR calculator →

Portfolio growth — BSVSX vs EQR

📍 BSVSX 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 PeriodBSVSXEQR
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%.
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Dividend Calendar Overlap

Combined, BSVSX + EQR cover 0 of 12 monthsgood coverage

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

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

BSVSX
Annual income on $10K today (after 15% tax)
$1,331.56/yr
After 10yr DRIP, annual income (after tax)
$3,496.41/yr
EQR
Annual income on $10K today (after 15% tax)
$401.93/yr
After 10yr DRIP, annual income (after tax)
$3,246.67/yr
At 15% tax rate, BSVSX beats the other by $249.74/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of BSVSX + EQR for your $10,000?

BSVSX: 50%EQR: 50%
100% EQR50/50100% BSVSX
Portfolio after 10yr
$48.1K
Annual income
$3,966.51/yr
Blended yield
8.24%
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Analyst Conviction Gap

Where Wall Street is most bullish on EQR right now

BSVSX
No analyst data
Price Target
$26.00
+106.3% upside vs current
Range: $26.00 — $26.00
Altman Z
-0.0
Piotroski
5/9
EQR
Analyst Ratings
16
Buy
28
Hold
2
Sell
Consensus: Hold
Price Target
$70.35
+20.1% upside vs current
Range: $63.00 — $78.50
Altman Z
1.8
Piotroski
7/9
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BSVSX buys
0
EQR buys
0
No recent congressional trades found for BSVSX or EQR in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBSVSXEQR
Forward yield15.67%4.73%
Annual dividend / share$1.97$2.77
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.8%
Portfolio after 10y$55.8K$40.5K
Annual income after 10y$4,113.42$3,819.61
Total dividends collected$27.7K$16.9K
Payment frequencyquarterlyquarterly
SectorStockREIT
Analyst price target$26.00$70.35

Year-by-year: BSVSX vs EQR ($10,000, DRIP)

YearBSVSX PortfolioBSVSX Income/yrEQR PortfolioEQR Income/yrGap
1← crossover$12,267$1,566.54$11,248$547.57+$1.0KBSVSX
2$14,921$1,795.89$12,701$666.53+$2.2KBSVSX
3$18,007$2,041.62$14,405$814.59+$3.6KBSVSX
4$21,570$2,302.69$16,413$999.84+$5.2KBSVSX
5$25,658$2,577.89$18,795$1,232.92+$6.9KBSVSX
6$30,320$2,865.82$21,639$1,527.95+$8.7KBSVSX
7$35,607$3,164.97$25,057$1,903.80+$10.6KBSVSX
8$41,574$3,473.73$29,197$2,385.87+$12.4KBSVSX
9$48,274$3,790.44$34,250$3,008.70+$14.0KBSVSX
10$55,767$4,113.42$40,467$3,819.61+$15.3KBSVSX

BSVSX vs EQR: Complete Analysis 2026

BSVSXStock

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. Although it invests principally in U.S. companies, the fund may invest up to 15% of its total assets in equity securities of foreign companies. Equity securities in which the fund may invest include common stocks, preferred stocks, American Depositary Receipts (“ADRs”) or other depositary shares or receipts, rights, warrants, exchange-traded funds (“ETFs”), and options whose reference asset is an equity security or equity securities index. The fund is non-diversified.

Full BSVSX Calculator →

EQRREIT

Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.

Full EQR 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.