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EQR vs SM: Dividend Comparison 2026

EQR yields 4.73% · SM yields 2.55%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SM wins by $191.51M in total portfolio value· pulled ahead in Year 2
10 years
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 →
SM
SM
● Live price
2.55%
Share price
$32.13
Annual div
$0.82
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$191.56M
Annual income
$178,145,793.19
Full SM calculator →

Portfolio growth — EQR vs SM

📍 SM pulled ahead of the other in Year 2

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 PeriodEQRSM
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, EQR + SM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

EQR
Annual income on $10K today (after 15% tax)
$401.93/yr
After 10yr DRIP, annual income (after tax)
$3,246.67/yr
SM
Annual income on $10K today (after 15% tax)
$216.93/yr
After 10yr DRIP, annual income (after tax)
$151,423,924.21/yr
At 15% tax rate, SM beats the other by $151,420,677.54/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

EQR: 50%SM: 50%
100% SM50/50100% EQR
Portfolio after 10yr
$95.80M
Annual income
$89,074,806.40/yr
Blended yield
92.98%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SM right now

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
SM
Analyst Ratings
31
Buy
17
Hold
5
Sell
Consensus: Buy
Price Target
$29.00
-9.7% upside vs current
Range: $19.00 — $49.00
Altman Z
1.7
Piotroski
6/9
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)

EQR buys
14
SM buys
0
PoliticianChamberTickerTypeAmountDate
Ro Khanna🏢 House$EQR▲ Buy$1,001 - $15,0002025-09-05
Ro Khanna🏢 House$EQR▲ Buy$1,001 - $15,0002025-08-26
Ritchie Torres🏢 House$EQR▼ Sell$1,001 - $15,0002025-07-11
Dan Newhouse🏢 House$EQR▼ Sell$1,001 - $15,0002025-04-11
Ritchie Torres🏢 House$EQR▲ Buy$1,001 - $15,0002024-09-26
Ro Khanna🏢 House$EQR▲ Buy$1,001 - $15,0002023-10-31
Daniel Goldman🏢 House$EQR▼ Sell$50,001 - $100,0002023-07-12
Dan Newhouse🏢 House$EQR▲ Buy$1,001 - $15,0002023-04-26
Ro Khanna🏢 House$EQR▲ Buy$1,001 - $15,0002023-03-24
Ro Khanna🏢 House$EQR▼ Sell$1,001 - $15,0002023-03-14
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricEQRSM
Forward yield4.73%2.55%
Annual dividend / share$2.77$0.82
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR15.8%100%
Portfolio after 10y$40.5K$191.56M
Annual income after 10y$3,819.61$178,145,793.19
Total dividends collected$16.9K$190.53M
Payment frequencyquarterlyquarterly
SectorREITEnergy
Analyst consensusHoldBuy
Analyst price target$70.35$29.00

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

YearEQR PortfolioEQR Income/yrSM PortfolioSM Income/yrGap
1$11,248$547.57$11,210$510.43+$38.00EQR
2← crossover$12,701$666.53$13,065$1,069.55$364.00SM
3$14,405$814.59$16,309$2,329.84$1.9KSM
4$16,413$999.84$22,887$5,436.27$6.5KSM
5$18,795$1,232.92$38,749$14,259.57$20.0KSM
6$21,639$1,527.95$86,586$45,125.35$64.9KSM
7$25,057$1,903.80$281,125$188,477.75$256.1KSM
8$29,197$2,385.87$1,444,621$1,143,816.65$1.42MSM
9$34,250$3,008.70$12,532,176$10,986,431.99$12.50MSM
10$40,467$3,819.61$191,555,222$178,145,793.19$191.51MSM

EQR vs SM: Complete Analysis 2026

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.

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SMEnergy

SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the state of Texas. As of February 24, 2022, it had 492.0 million barrels of oil equivalent of estimated proved reserves. It also has working interests in 825 gross productive oil wells and 483 gross productive gas wells in the Midland Basin and South Texas. The company was formerly known as St. Mary Land & Exploration Company and changed its name to SM Energy Company in May 2010. SM Energy Company was founded in 1908 and is headquartered in Denver, Colorado.

Full SM 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.