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PWM vs EQR: Dividend Comparison 2026

PWM yields 170.94% · EQR yields 5.87%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 PWM wins by $49.52M in total portfolio value
10 years
PWM
PWM
● Live price
170.94%
Share price
$1.17
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.57M
Annual income
$23,046,519.63
Full PWM calculator →
EQR
EQR
● Live price
5.87%
Share price
$59.15
Annual div
$3.47
5Y div CAGR
15.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.8K
Annual income
$5,475.61
Full EQR calculator →

Portfolio growth — PWM vs EQR

📍 PWM pulled ahead of the other in Year 1

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 PeriodPWMEQR
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, PWM + EQR cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
PWM pays
EQR pays
Both pay
Neither
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Tax Bracket Optimizer

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

PWM
Annual income on $10K today (after 15% tax)
$14,529.91/yr
After 10yr DRIP, annual income (after tax)
$19,589,541.69/yr
EQR
Annual income on $10K today (after 15% tax)
$499.01/yr
After 10yr DRIP, annual income (after tax)
$4,654.27/yr
At 15% tax rate, PWM beats the other by $19,584,887.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of PWM + EQR for your $10,000?

PWM: 50%EQR: 50%
100% EQR50/50100% PWM
Portfolio after 10yr
$24.81M
Annual income
$11,525,997.61/yr
Blended yield
46.46%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EQR right now

PWM
No analyst data
EQR
Analyst Ratings
16
Buy
28
Hold
2
Sell
Consensus: Hold
Price Target
$70.35
+18.9% upside vs current
Range: $63.00 — $78.50
Altman Z
1.8
Piotroski
7/9
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)

PWM buys
0
EQR buys
0
No recent congressional trades found for PWM or EQR in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricPWMEQR
Forward yield170.94%5.87%
Annual dividend / share$2.00$3.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.8%
Portfolio after 10y$49.57M$47.8K
Annual income after 10y$23,046,519.63$5,475.61
Total dividends collected$46.28M$23.0K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: PWM vs EQR ($10,000, DRIP)

YearPWM PortfolioPWM Income/yrEQR PortfolioEQR Income/yrGap
1← crossover$27,794$17,094.02$11,380$679.82+$16.4KPWM
2$74,143$44,402.93$13,014$837.25+$61.1KPWM
3$190,032$110,699.08$14,961$1,036.20+$175.1KPWM
4$468,500$265,166.46$17,297$1,289.22+$451.2KPWM
5$1,112,264$610,968.56$20,121$1,613.15+$1.09MPWM
6$2,545,727$1,355,604.69$23,561$2,030.84+$2.52MPWM
7$5,623,629$2,899,701.52$27,783$2,573.54+$5.60MPWM
8$12,003,803$5,986,519.26$33,013$3,284.39+$11.97MPWM
9$24,786,500$11,942,431.58$39,547$4,223.51+$24.75MPWM
10$49,568,075$23,046,519.63$47,791$5,475.61+$49.52MPWM

PWM vs EQR: Complete Analysis 2026

PWMStock

Prestige Wealth Inc., through its subsidiaries, provides wealth management and asset management services. The company assists its clients in identifying and purchasing wealth management and asset management products. The company offers its services primarily for high net worth and ultra-high net worth individuals in Asia primarily in the mainland China or Hong Kong. The company was founded in 2017 and is based in Central, Hong Kong. Prestige Wealth Inc. operates as a subsidiary of Prestige Financial Holdings Group Limited.

Full PWM Calculator →

EQRREIT

Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.

Full EQR 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.