HomeCompareHEOMX vs EQR

HEOMX vs EQR: Dividend Comparison 2026

HEOMX yields 5.34% · EQR yields 5.87%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EQR wins by $19.4K in total portfolio value
10 years
HEOMX
HEOMX
● Live price
5.34%
Share price
$18.30
Annual div
$0.98
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.4K
Annual income
$751.30
Full HEOMX calculator →
EQR
EQR
● Live price
5.87%
Share price
$59.15
Annual div
$3.47
5Y div CAGR
15.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.8K
Annual income
$5,475.61
Full EQR calculator →

Portfolio growth — HEOMX vs EQR

📍 EQR 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 PeriodHEOMXEQR
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, HEOMX + EQR cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HEOMX 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.

HEOMX
Annual income on $10K today (after 15% tax)
$453.98/yr
After 10yr DRIP, annual income (after tax)
$638.60/yr
EQR
Annual income on $10K today (after 15% tax)
$499.01/yr
After 10yr DRIP, annual income (after tax)
$4,654.27/yr
At 15% tax rate, EQR beats the other by $4,015.66/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HEOMX: 50%EQR: 50%
100% EQR50/50100% HEOMX
Portfolio after 10yr
$38.1K
Annual income
$3,113.45/yr
Blended yield
8.17%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EQR right now

HEOMX
No analyst data
EQR
Analyst Ratings
16
Buy
28
Hold
2
Sell
Consensus: Hold
Price Target
$70.35
+18.9% 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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HEOMX buys
0
EQR buys
0
No recent congressional trades found for HEOMX or EQR in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHEOMXEQR
Forward yield5.34%5.87%
Annual dividend / share$0.98$3.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.8%
Portfolio after 10y$28.4K$47.8K
Annual income after 10y$751.30$5,475.61
Total dividends collected$6.5K$23.0K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearHEOMX PortfolioHEOMX Income/yrEQR PortfolioEQR Income/yrGap
1← crossover$11,234$534.10$11,380$679.82$146.00EQR
2$12,581$560.76$13,014$837.25$433.00EQR
3$14,049$586.92$14,961$1,036.20$912.00EQR
4$15,645$612.51$17,297$1,289.22$1.7KEQR
5$17,377$637.46$20,121$1,613.15$2.7KEQR
6$19,256$661.74$23,561$2,030.84$4.3KEQR
7$21,289$685.29$27,783$2,573.54$6.5KEQR
8$23,487$708.08$33,013$3,284.39$9.5KEQR
9$25,861$730.09$39,547$4,223.51$13.7KEQR
10$28,423$751.30$47,791$5,475.61$19.4KEQR

HEOMX vs EQR: Complete Analysis 2026

HEOMXStock

The investment seeks long-term capital appreciation. The fund seeks to achieve its objective by investing in securities of U.S. and foreign issuers, including non-dollar securities and securities of emerging market issuers. Under normal market conditions, the fund invests at least 80% of its assets in securities of issuers that seek opportunities to address or benefit from climate change, which include but are not limited to companies classified as promoting clean and/or efficient energy, sustainable transportation, water and/or resource management, companies exhibiting low-carbon leadership and businesses that service such companies.

Full HEOMX 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.