HomeCompareIVSBF vs EPRT

IVSBF vs EPRT: Dividend Comparison 2026

IVSBF yields 1.44% · EPRT yields 3.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IVSBF wins by $16.77M in total portfolio value· pulled ahead in Year 4
10 years
IVSBF
IVSBF
● Live price
1.44%
Share price
$37.36
Annual div
$0.54
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$16.84M
Annual income
$14,855,421.17
Full IVSBF 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 — IVSBF vs EPRT

📍 IVSBF 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 PeriodIVSBFEPRT
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%.
📅

Dividend Calendar Overlap

Combined, IVSBF + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IVSBF
Annual income on $10K today (after 15% tax)
$122.41/yr
After 10yr DRIP, annual income (after tax)
$12,627,107.99/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, IVSBF beats the other by $12,616,193.37/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IVSBF: 50%EPRT: 50%
100% EPRT50/50100% IVSBF
Portfolio after 10yr
$8.45M
Annual income
$7,434,130.95/yr
Blended yield
87.98%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

IVSBF
Analyst Ratings
2
Hold
Consensus: Hold
Altman Z
5.0
Piotroski
5/9
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)

IVSBF buys
0
EPRT buys
0
No recent congressional trades found for IVSBF or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVSBFEPRT
Forward yield1.44%3.92%
Annual dividend / share$0.54$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%29%
Portfolio after 10y$16.84M$63.4K
Annual income after 10y$14,855,421.17$12,840.73
Total dividends collected$16.66M$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT
Analyst consensusHoldBuy

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

YearIVSBF PortfolioIVSBF Income/yrEPRT PortfolioEPRT Income/yrGap
1$10,988$288.02$11,205$505.18$217.00EPRT
2$12,349$591.56$12,672$682.46$323.00EPRT
3$14,456$1,242.64$14,490$930.48$34.00EPRT
4← crossover$18,187$2,719.01$16,786$1,282.69+$1.4KIVSBF
5$25,854$6,393.94$19,753$1,791.56+$6.1KIVSBF
6$44,653$16,989.62$23,677$2,541.64+$21.0KIVSBF
7$102,627$54,847.70$29,008$3,672.99+$73.6KIVSBF
8$345,431$235,620.30$36,463$5,425.08+$309.0KIVSBF
9$1,851,993$1,482,382.39$47,238$8,221.57+$1.80MIVSBF
10$16,837,054$14,855,421.17$63,385$12,840.73+$16.77MIVSBF

IVSBF vs EPRT: Complete Analysis 2026

IVSBFStock

Investor AB (publ) is a venture capital firm specializing in mature, middle market, buyouts and growth capital investments. It is operating through four business areas including core, private equity, operating, and financial investments. For core investments, the firm invests in health care, financial services, IT and fintech sectors and considers investments in listed companies in leading minority positions. The firm seeks to invest globally and acquire a board seat. For its operating investments, the firm seeks to focus on medium-sized to large companies headquartered in Northern Europe. It acquires controlling interest or minority position with significant influence in its portfolio companies within operating investments. The firm considers majority or minority investments in both listed and unlisted companies. Within private equity, the firm makes venture capital and buyout investments. For venture capital, it seeks investments through its subsidiary, Investor Growth Capital, which is focused on investments in the information technology, technology, engineering, financial services, and healthcare sectors in Europe, the United States, and Asia. It seeks to invest in companies ranging from startups to companies that are about to enter an expansion stage and its investment commitment range between SEK 20 million ($2.94 million) and SEK 200 million ($29.43 million). In its venture capital investments, it acquires minority stakes in its portfolio companies and the ownership horizon varies from three to seven years. For buyouts, the firm makes fund investments through its subsidiary, EQT that makes buyout investments in medium-sized mature companies in Northern Europe and Greater China. The firm seeks to exit its private equity investments between three years and seven years. The firm seeks to take board membership in its portfolio companies. For financial investments, it acquires minority ownership in financial holdings for shorter horizon. Investor AB (publ) was founded in 1916 and is based in Stockholm, Sweden with additional offices in Amsterdam, Netherlands; Beijing, China; Menlo Park, California; Hong Kong, China; New York, New York; and Tokyo, Japan.

Full IVSBF 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.