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IBHF vs EPRT: Dividend Comparison 2026

IBHF yields 6.68% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $33.2K in total portfolio value· pulled ahead in Year 4
10 years
IBHF
IBHF
● Live price
6.68%
Share price
$22.95
Annual div
$1.53
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.1K
Annual income
$1,020.63
Full IBHF 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 — IBHF vs EPRT

📍 EPRT pulled ahead of the other in Year 4

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 PeriodIBHFEPRT
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, IBHF + EPRT cover 0 of 12 monthsgood coverage

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

IBHF
Annual income on $10K today (after 15% tax)
$567.46/yr
After 10yr DRIP, annual income (after tax)
$867.54/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 $10,327.69/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IBHF: 50%EPRT: 50%
100% EPRT50/50100% IBHF
Portfolio after 10yr
$47.7K
Annual income
$7,095.75/yr
Blended yield
14.87%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

IBHF
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)

IBHF buys
0
EPRT buys
0
No recent congressional trades found for IBHF or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIBHFEPRT
Forward yield6.68%3.97%
Annual dividend / share$1.53$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$31.1K$64.3K
Annual income after 10y$1,020.63$13,170.85
Total dividends collected$8.5K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearIBHF PortfolioIBHF Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,368$667.60$11,212$512.01+$156.00IBHF
2$12,873$709.26$12,689$692.09+$184.00IBHF
3$14,524$750.61$14,521$944.30+$3.00IBHF
4← crossover$16,333$791.52$16,841$1,302.88$508.00EPRT
5$18,308$831.83$19,841$1,821.64$1.5KEPRT
6$20,461$871.43$23,818$2,587.47$3.4KEPRT
7$22,803$910.19$29,230$3,744.65$6.4KEPRT
8$25,347$948.04$36,816$5,540.38$11.5KEPRT
9$28,106$984.87$47,806$8,413.17$19.7KEPRT
10$31,095$1,020.63$64,324$13,170.85$33.2KEPRT

IBHF vs EPRT: Complete Analysis 2026

IBHFStock

The iShares iBonds 2026 Term High Yield and Income ETF (the “Fund”) seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield and other income generating corporate bonds maturing in 2026.This Fund is covered by U.S. Patent Nos. 8,438,100 and 8,655,770.

Full IBHF 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.