HomeCompareSBSPX vs EPRT

SBSPX vs EPRT: Dividend Comparison 2026

SBSPX yields 0.82% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $43.5K in total portfolio value
10 years
SBSPX
SBSPX
● Live price
0.82%
Share price
$50.49
Annual div
$0.41
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.8K
Annual income
$86.56
Full SBSPX 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 — SBSPX vs EPRT

📍 EPRT 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 PeriodSBSPXEPRT
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, SBSPX + EPRT cover 0 of 12 monthsgood coverage

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

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

SBSPX
Annual income on $10K today (after 15% tax)
$69.76/yr
After 10yr DRIP, annual income (after tax)
$73.58/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, EPRT beats the other by $11,121.65/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SBSPX: 50%EPRT: 50%
100% EPRT50/50100% SBSPX
Portfolio after 10yr
$42.6K
Annual income
$6,628.71/yr
Blended yield
15.57%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

SBSPX
No analyst data
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)

SBSPX buys
0
EPRT buys
0
No recent congressional trades found for SBSPX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSBSPXEPRT
Forward yield0.82%3.97%
Annual dividend / share$0.41$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$20.8K$64.3K
Annual income after 10y$86.56$13,170.85
Total dividends collected$845.00$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearSBSPX PortfolioSBSPX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$10,782$82.07$11,212$512.01$430.00EPRT
2$11,620$82.70$12,689$692.09$1.1KEPRT
3$12,516$83.29$14,521$944.30$2.0KEPRT
4$13,476$83.85$16,841$1,302.88$3.4KEPRT
5$14,504$84.37$19,841$1,821.64$5.3KEPRT
6$15,604$84.87$23,818$2,587.47$8.2KEPRT
7$16,782$85.33$29,230$3,744.65$12.4KEPRT
8$18,042$85.77$36,816$5,540.38$18.8KEPRT
9$19,391$86.18$47,806$8,413.17$28.4KEPRT
10$20,835$86.56$64,324$13,170.85$43.5KEPRT

SBSPX vs EPRT: Complete Analysis 2026

SBSPXStock

The fund invests at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities, or other investments with similar economic characteristics, included in the index. The fund seeks to hold a portfolio of common stocks that is comparable to the index in terms of economic sector weightings, market capitalization and liquidity.

Full SBSPX 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.