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NTST vs SM: Dividend Comparison 2026

NTST yields 4.52% · SM yields 2.55%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SM wins by $184.08M in total portfolio value· pulled ahead in Year 5
10 years
NTST
NTST
● Live price
4.52%
Share price
$19.04
Annual div
$0.86
5Y div CAGR
67.2%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$7.48M
Annual income
$5,955,978.20
Full NTST calculator →
SM
SM
● Live price
2.55%
Share price
$32.13
Annual div
$0.82
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$191.56M
Annual income
$178,145,793.19
Full SM calculator →

Portfolio growth — NTST vs SM

📍 SM pulled ahead of the other in Year 5

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 PeriodNTSTSM
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, NTST + SM cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

NTST
Annual income on $10K today (after 15% tax)
$383.93/yr
After 10yr DRIP, annual income (after tax)
$5,062,581.47/yr
SM
Annual income on $10K today (after 15% tax)
$216.93/yr
After 10yr DRIP, annual income (after tax)
$151,423,924.21/yr
At 15% tax rate, SM beats the other by $146,361,342.74/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of NTST + SM for your $10,000?

NTST: 50%SM: 50%
100% SM50/50100% NTST
Portfolio after 10yr
$99.52M
Annual income
$92,050,885.70/yr
Blended yield
92.50%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on SM right now

NTST
Analyst Ratings
14
Buy
4
Hold
Consensus: Buy
Price Target
$21.17
+11.2% upside vs current
Range: $19.00 — $22.00
Altman Z
0.9
Piotroski
7/9
SM
Analyst Ratings
31
Buy
17
Hold
5
Sell
Consensus: Buy
Price Target
$29.00
-9.7% upside vs current
Range: $19.00 — $49.00
Altman Z
1.7
Piotroski
6/9
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)

NTST buys
1
SM buys
0
PoliticianChamberTickerTypeAmountDate
Chris Jacobs🏢 House$NTST▲ Buy$1,001 - $15,0002022-12-12
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricNTSTSM
Forward yield4.52%2.55%
Annual dividend / share$0.86$0.82
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR67.2%100%
Portfolio after 10y$7.48M$191.56M
Annual income after 10y$5,955,978.20$178,145,793.19
Total dividends collected$7.32M$190.53M
Payment frequencyquarterlyquarterly
SectorREITEnergy
Analyst consensusBuyBuy
Analyst price target$21.17$29.00

Year-by-year: NTST vs SM ($10,000, DRIP)

YearNTST PortfolioNTST Income/yrSM PortfolioSM Income/yrGap
1$11,455$755.21$11,210$510.43+$245.00NTST
2$13,609$1,351.83$13,065$1,069.55+$544.00NTST
3$17,071$2,509.55$16,309$2,329.84+$762.00NTST
4$23,185$4,919.11$22,887$5,436.27+$298.00NTST
5← crossover$35,248$10,439.70$38,749$14,259.57$3.5KSM
6$62,516$24,800.62$86,586$45,125.35$24.1KSM
7$135,626$68,734.15$281,125$188,477.75$145.5KSM
8$378,132$233,012.05$1,444,621$1,143,816.65$1.07MSM
9$1,419,753$1,015,152.05$12,532,176$10,986,431.99$11.11MSM
10$7,475,114$5,955,978.20$191,555,222$178,145,793.19$184.08MSM

NTST vs SM: Complete Analysis 2026

NTSTREIT

NETSTREIT is an internally managed Real Estate Investment Trust (REIT) based in Dallas, Texas that specializes in acquiring single-tenant net lease retail properties nationwide. The growing portfolio consists of high-quality properties leased to e-commerce resistant tenants with healthy balance sheets. Led by a management team of seasoned commercial real estate executives, NETSTREIT's strategy is to create the highest quality net lease retail portfolio in the country with the goal of generating consistent cash flows and dividends for its investors.

Full NTST Calculator →

SMEnergy

SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the state of Texas. As of February 24, 2022, it had 492.0 million barrels of oil equivalent of estimated proved reserves. It also has working interests in 825 gross productive oil wells and 483 gross productive gas wells in the Midland Basin and South Texas. The company was formerly known as St. Mary Land & Exploration Company and changed its name to SM Energy Company in May 2010. SM Energy Company was founded in 1908 and is headquartered in Denver, Colorado.

Full SM 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.