HomeCompareIVTJF vs EPRT

IVTJF vs EPRT: Dividend Comparison 2026

IVTJF yields 6.75% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IVTJF wins by $170.0K in total portfolio value
10 years
IVTJF
IVTJF
● Live price
6.75%
Share price
$7.49
Annual div
$0.51
5Y div CAGR
34.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$234.3K
Annual income
$93,971.18
Full IVTJF 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 — IVTJF vs EPRT

📍 IVTJF pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodIVTJFEPRT
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, IVTJF + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IVTJF
Annual income on $10K today (after 15% tax)
$573.71/yr
After 10yr DRIP, annual income (after tax)
$79,875.50/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, IVTJF beats the other by $68,680.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IVTJF: 50%EPRT: 50%
100% EPRT50/50100% IVTJF
Portfolio after 10yr
$149.3K
Annual income
$53,571.02/yr
Blended yield
35.88%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

IVTJF
No analyst data
Altman Z
0.4
Piotroski
4/9
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)

IVTJF buys
0
EPRT buys
0
No recent congressional trades found for IVTJF or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIVTJFEPRT
Forward yield6.75%3.97%
Annual dividend / share$0.51$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR34.6%29%
Portfolio after 10y$234.3K$64.3K
Annual income after 10y$93,971.18$13,170.85
Total dividends collected$196.3K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearIVTJF PortfolioIVTJF Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$11,608$908.49$11,212$512.01+$396.00IVTJF
2$13,748$1,326.65$12,689$692.09+$1.1KIVTJF
3$16,686$1,976.39$14,521$944.30+$2.2KIVTJF
4$20,872$3,017.64$16,841$1,302.88+$4.0KIVTJF
5$27,081$4,748.22$19,841$1,821.64+$7.2KIVTJF
6$36,727$7,749.91$23,818$2,587.47+$12.9KIVTJF
7$52,519$13,221.24$29,230$3,744.65+$23.3KIVTJF
8$79,978$23,782.94$36,816$5,540.38+$43.2KIVTJF
9$131,137$45,559.81$47,806$8,413.17+$83.3KIVTJF
10$234,287$93,971.18$64,324$13,170.85+$170.0KIVTJF

IVTJF vs EPRT: Complete Analysis 2026

IVTJFStock

Investec Group provides various financial products and services in the United Kingdom South Africa, and internationally. The company offers wealth and investment products and services, including portfolio management, discretionary wealth management, financial planning, stockbroking/execution, pensions and retirement, and investment advisory services for private clients, charities, pension funds and trusts. It also provides specialist banking products and services comprising private banking products, such as lending, savings, foreign exchange, private capital, and transactional banking services; corporate and investment banking products, including lending, advisory, hedging, cash deposits and savings, and equity placement services to government, institutions, corporates, and intermediaries. Investec Group was founded in 1974 and is based in Sandton, South Africa.

Full IVTJF 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 →
📬

Get this IVTJF vs EPRT comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

IVTJF vs SCHDIVTJF vs JEPIIVTJF vs OIVTJF vs KOIVTJF vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.