HomeCompareHFQTX vs EPRT

HFQTX vs EPRT: Dividend Comparison 2026

HFQTX yields 6.55% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $32.5K in total portfolio value· pulled ahead in Year 3
10 years
HFQTX
HFQTX
● Live price
6.55%
Share price
$7.53
Annual div
$0.49
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.8K
Annual income
$994.48
Full HFQTX calculator →
EPRT
EPRT
● Live price
3.92%
Share price
$30.77
Annual div
$1.21
5Y div CAGR
29%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$63.4K
Annual income
$12,840.73
Full EPRT calculator →

Portfolio growth — HFQTX vs EPRT

📍 EPRT pulled ahead of the other in Year 3

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 PeriodHFQTXEPRT
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, HFQTX + EPRT cover 0 of 12 monthsgood coverage

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

HFQTX
Annual income on $10K today (after 15% tax)
$557.12/yr
After 10yr DRIP, annual income (after tax)
$845.31/yr
EPRT
Annual income on $10K today (after 15% tax)
$332.87/yr
After 10yr DRIP, annual income (after tax)
$10,914.62/yr
At 15% tax rate, EPRT beats the other by $10,069.31/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HFQTX: 50%EPRT: 50%
100% EPRT50/50100% HFQTX
Portfolio after 10yr
$47.1K
Annual income
$6,917.60/yr
Blended yield
14.68%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

HFQTX
No analyst data
EPRT
Analyst Ratings
1
Strong
17
Buy
3
Hold
1
Sell
Consensus: Buy
Price Target
$35.50
+15.4% 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)

HFQTX buys
0
EPRT buys
0
No recent congressional trades found for HFQTX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHFQTXEPRT
Forward yield6.55%3.92%
Annual dividend / share$0.49$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$30.8K$63.4K
Annual income after 10y$994.48$12,840.73
Total dividends collected$8.3K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearHFQTX PortfolioHFQTX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,355$655.43$11,205$505.18+$150.00HFQTX
2$12,846$695.58$12,672$682.46+$174.00HFQTX
3← crossover$14,481$735.40$14,490$930.48$9.00EPRT
4$16,269$774.75$16,786$1,282.69$517.00EPRT
5$18,221$813.49$19,753$1,791.56$1.5KEPRT
6$20,348$851.50$23,677$2,541.64$3.3KEPRT
7$22,661$888.69$29,008$3,672.99$6.3KEPRT
8$25,172$924.96$36,463$5,425.08$11.3KEPRT
9$27,895$960.25$47,238$8,221.57$19.3KEPRT
10$30,842$994.48$63,385$12,840.73$32.5KEPRT

HFQTX vs EPRT: Complete Analysis 2026

HFQTXStock

The fund pursues its investment objectives by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of income-producing equity securities, such as common and preferred dividend-paying stocks. The adviser invests in U.S. and non-U.S. issuers and will typically invest at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding the United States.

Full HFQTX 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.