HomeComparePSMB vs EPRT

PSMB vs EPRT: Dividend Comparison 2026

PSMB yields 13.52% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $14.7K in total portfolio value· pulled ahead in Year 9
10 years
PSMB
PSMB
● Live price
13.52%
Share price
$14.79
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.7K
Annual income
$3,130.62
Full PSMB 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 — PSMB vs EPRT

📍 EPRT pulled ahead of the other in Year 9

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 PeriodPSMBEPRT
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, PSMB + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

PSMB
Annual income on $10K today (after 15% tax)
$1,149.43/yr
After 10yr DRIP, annual income (after tax)
$2,661.03/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 $8,253.59/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

PSMB: 50%EPRT: 50%
100% EPRT50/50100% PSMB
Portfolio after 10yr
$56.0K
Annual income
$7,985.67/yr
Blended yield
14.25%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

PSMB
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)

PSMB buys
0
EPRT buys
0
No recent congressional trades found for PSMB or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPSMBEPRT
Forward yield13.52%3.92%
Annual dividend / share$2.00$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$48.7K$63.4K
Annual income after 10y$3,130.62$12,840.73
Total dividends collected$22.1K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearPSMB PortfolioPSMB Income/yrEPRT PortfolioEPRT Income/yrGap
1$12,052$1,352.27$11,205$505.18+$847.00PSMB
2$14,419$1,523.16$12,672$682.46+$1.7KPSMB
3$17,131$1,703.07$14,490$930.48+$2.6KPSMB
4$20,222$1,891.06$16,786$1,282.69+$3.4KPSMB
5$23,723$2,086.15$19,753$1,791.56+$4.0KPSMB
6$27,671$2,287.29$23,677$2,541.64+$4.0KPSMB
7$32,102$2,493.39$29,008$3,672.99+$3.1KPSMB
8$37,052$2,703.36$36,463$5,425.08+$589.00PSMB
9← crossover$42,562$2,916.12$47,238$8,221.57$4.7KEPRT
10$48,672$3,130.62$63,385$12,840.73$14.7KEPRT

PSMB vs EPRT: Complete Analysis 2026

PSMBStock

The fund seeks to achieve its investment objective by allocating its assets using a balanced investment style that seeks to maximize the benefits of diversification, which focuses on investing portions of fund assets both in underlying ETFs that invest in fixed-income securities ("Fixed Income ETFs") as well as in underlying ETFs that invest primarily in equity securities ("Equity ETFs"). Specifically, the fund's target allocation is to invest approximately 45%-75% of its total assets in Equity ETFs and approximately 25%-55% of its total assets in Fixed Income ETFs.

Full PSMB 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.