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IVFIX vs EPRT: Dividend Comparison 2026

IVFIX yields 3.40% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $38.5K in total portfolio value
10 years
IVFIX
IVFIX
● Live price
3.40%
Share price
$4.81
Annual div
$0.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.9K
Annual income
$423.33
Full IVFIX 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 — IVFIX vs EPRT

📍 EPRT 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 PeriodIVFIXEPRT
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, IVFIX + EPRT cover 0 of 12 monthsgood coverage

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

IVFIX
Annual income on $10K today (after 15% tax)
$289.11/yr
After 10yr DRIP, annual income (after tax)
$359.83/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 $10,554.79/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IVFIX: 50%EPRT: 50%
100% EPRT50/50100% IVFIX
Portfolio after 10yr
$44.1K
Annual income
$6,632.02/yr
Blended yield
15.02%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

IVFIX
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)

IVFIX buys
0
EPRT buys
0
No recent congressional trades found for IVFIX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVFIXEPRT
Forward yield3.40%3.92%
Annual dividend / share$0.16$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$24.9K$63.4K
Annual income after 10y$423.33$12,840.73
Total dividends collected$3.8K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearIVFIX PortfolioIVFIX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$11,040$340.12$11,205$505.18$165.00EPRT
2$12,164$350.94$12,672$682.46$508.00EPRT
3$13,377$361.36$14,490$930.48$1.1KEPRT
4$14,684$371.39$16,786$1,282.69$2.1KEPRT
5$16,093$381.03$19,753$1,791.56$3.7KEPRT
6$17,610$390.27$23,677$2,541.64$6.1KEPRT
7$19,242$399.12$29,008$3,672.99$9.8KEPRT
8$20,997$407.57$36,463$5,425.08$15.5KEPRT
9$22,882$415.64$47,238$8,221.57$24.4KEPRT
10$24,907$423.33$63,385$12,840.73$38.5KEPRT

IVFIX vs EPRT: Complete Analysis 2026

IVFIXStock

The fund pursues its investment objective by investing primarily in equity securities of companies based in countries outside the United States, consisting principally of high dividend-paying stocks with dividend growth potential. It generally invests in large-cap or mid-cap stocks and may also hold depositary receipts and real estate investment trusts. The fund will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in dividend-paying securities.

Full IVFIX 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.