SDGA yields 8.88% · EPRT yields 3.97%● Live data
📍 EPRT pulled ahead of the other in Year 6
Combined, SDGA + EPRT cover 0 of 12 months — good coverage
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The fund will, under normal circumstances, invest at least 80% of its total assets plus any borrowings for investment purposes in component securities of the underlying index. The underlying index is constructed using a rules based methodology to select companies with specific characteristics from the Morningstar Global Markets Large-Mid Index (parent index). The fund is non-diversified.
Full SDGA 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.
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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.