Is SESPF or ADC a better dividend investment in 2026?

SESPF currently yields 1.33% with a 5% 5-year dividend growth rate. ADC yields 4.11% with 5.2% growth. The better choice depends on your goal: ADC offers higher current income.

What is the dividend yield difference between SESPF and ADC?

SESPF has a forward dividend yield of 1.33% ($1.18/share annually). ADC yields 4.11% ($3.10/share annually). The yield gap is 2.78 percentage points.

Home › Compare › SESPF vs ADC

SESPF vs ADC: Dividend Comparison 2026

SESPF yields 1.33% · ADC yields 4.11%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 SESPF wins by $305.1K in total portfolio value· pulled ahead in Year 7

INVESTMENT

TIME HORIZON10 years

SESPF

● Live price

1.33%

Share price

$89.00

Annual div

$1.18

5Y div CAGR

74.8%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$482.1K

Annual income

$309,570.83

Full SESPF calculator →

ADC

Agree Realty Corporation

● Live price

4.11%

Share price

$75.38

Annual div

$3.10

5Y div CAGR

40.4%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$176.9K

Annual income

$79,647.25

Full ADC calculator →

Portfolio growth — SESPF vs ADC

📍 SESPF pulled ahead of the other in Year 7

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	SESPF	ADC
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%.

📅

Dividend Calendar Overlap

Combined, SESPF + ADC cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SESPF pays

ADC pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SESPF

Annual income on $10K today (after 15% tax)

$112.68/yr

After 10yr DRIP, annual income (after tax)

$263,135.21/yr

ADC

Annual income on $10K today (after 15% tax)

$349.45/yr

After 10yr DRIP, annual income (after tax)

$67,700.16/yr

At 15% tax rate, SESPF beats the other by $195,435.04/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SESPF + ADC for your $10,000?

SESPF: 50%ADC: 50%

100% ADC50/50100% SESPF

Portfolio after 10yr

$329.5K

Annual income

$194,609.03/yr

Blended yield

59.06%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on ADC right now

SESPF

No analyst data

Altman Z

2.3

Piotroski

7/9

ADC

Analyst Ratings

Strong

Buy

Hold

Consensus: Buy

Price Target

$81.06

+7.5% upside vs current

Range: $75.00 — $84.50

Altman Z

1.6

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)

SESPF buys

ADC buys

Politician	Chamber	Ticker	Type	Amount	Date
Gilbert Cisneros	🏢 House	$ADC	▼ Sell	$15,001 - $50,000	2026-01-15
Lisa McClain	🏢 House	$ADC	▼ Sell	$1,001 - $15,000	2025-09-25
Lisa McClain	🏢 House	$ADC	▲ Buy	$1,001 - $15,000	2025-08-13
Lisa McClain	🏢 House	$ADC	▼ Sell	$1,001 - $15,000	2025-06-17
Lisa McClain	🏢 House	$ADC	▼ Sell	$1,001 - $15,000	2025-06-17
Lisa McClain	🏢 House	$ADC	▲ Buy	$1,001 - $15,000	2025-06-11
Lisa McClain	🏢 House	$ADC	▲ Buy	$1,001 - $15,000	2025-06-11
Josh Gottheimer	🏢 House	$ADC	▼ Sell	$1,001 - $15,000	2025-04-09
Josh Gottheimer	🏢 House	$ADC	▲ Buy	$1,001 - $15,000	2024-04-15
Josh Gottheimer	🏢 House	$ADC	▼ Sell	$1,001 - $15,000	2024-03-14

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricSESPFADC

Forward yield	1.33%	4.11% ✓
Annual dividend / share	$1.18	$3.10 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	74.8% ✓	40.4%
Portfolio after 10y	$482.1K ✓	$176.9K
Annual income after 10y	$309,570.83 ✓	$79,647.25
Total dividends collected	$445.3K ✓	$154.7K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

Year-by-year: SESPF vs ADC ($10,000, DRIP)

Year	SESPF Portfolio	SESPF Income/yr	ADC Portfolio	ADC Income/yr	Gap
1	$10,932	$231.72	$10,987	$577.21	$55.00 → ADC
2	$12,111	$413.83	$12,293	$855.34	$182.00 → ADC
3	$13,707	$748.96	$14,088	$1,290.70	$381.00 → ADC
4	$16,052	$1,384.85	$16,660	$1,994.91	$608.00 → ADC
5	$19,825	$2,649.27	$20,525	$3,181.85	$700.00 → ADC
6	$26,558	$5,345.24	$26,654	$5,286.90	$96.00 → ADC
7← crossover	$40,115	$11,697.89	$37,006	$9,259.47	+$3.1K → SESPF
8	$71,788	$28,865.39	$55,862	$17,338.74	+$15.9K → SESPF
9	$161,202	$84,388.72	$93,452	$35,300.32	+$67.8K → SESPF
10	$482,057	$309,570.83	$176,931	$79,647.25	+$305.1K → SESPF

SESPF vs ADC: Complete Analysis 2026

SESPF — Stock

SeSa S.p.A., together with its subsidiaries, distributes value-added information technology (IT) products and solutions in Italy and internationally. The company operates Value- Added Distribution, Software and System Integration, and Business Services segments. The company provides enterprise software solutions, which includes solutions for storage, data management, and data analysis; data centre solutions include cloud server and storage solutions for data processing; device and digital workspace; networking and collaboration, and digital green solutions. It offers technological solutions, digital services, and business applications for the SME and enterprise sector; security solutions; ERP and industry solutions; digital engineering; and digital platform solutions. The company is headquartered in Empoli, Italy. SeSa S.p.A. is a subsidiary of ITH SpA.

Full SESPF Calculator →

ADC — REIT

Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of properties net leased to industry-leading retail tenants. As of September 30, 2020, the Company owned and operated a portfolio of 1,027 properties, located in 45 states and containing approximately 21.0 million square feet of gross leasable area. The Company's common stock is listed on the New York Stock Exchange under the symbol ADC.

Full ADC Calculator →

📬

Get this SESPF vs ADC comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SESPF vs SCHD SESPF vs JEPI SESPF vs O SESPF vs KO SESPF vs MAIN SESPF vs NNN SESPF vs EPRT SESPF vs FCPT

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.