OTGL yields 1.79% · EPRT yields 3.92%● Live data
📍 EPRT pulled ahead of the other in Year 1
Combined, OTGL + EPRT cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of OTGL + EPRT for your $10,000?
OTGL is actively managed, primarily investing in Latin American equity securities across the broad market-cap spectrum. Generally, Latin American countries are considered developing or emerging markets. Up to 20% of the portfolio may be allocated in stocks outside Latin America. Securities of the fund include a mix of common stocks, preferred stocks, convertible securities, depository receipts, ETFs, and investment fund shares. Leveraged and inverse ETFs may be used for short-term trading or hedging, with daily resets to meet objectives. The fund may experience high portfolio turnover, which could increase costs and impact performance. It may also concentrate investments in specific countries, which can change over time. OTGL converted from a mutual fund to an ETF, launching with $18.65 million in net assets.
Full OTGL Calculator →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 →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.