HomeCompareSFEPX vs FCPT

SFEPX vs FCPT: Dividend Comparison 2026

SFEPX yields 25.49% · FCPT yields 6.05%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SFEPX wins by $52.6K in total portfolio value
10 years
SFEPX
SFEPX
● Live price
25.49%
Share price
$18.69
Annual div
$4.76
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$101.7K
Annual income
$11,659.73
Full SFEPX calculator →
FCPT
FCPT
● Live price
6.05%
Share price
$23.65
Annual div
$1.43
5Y div CAGR
15.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$49.1K
Annual income
$5,775.28
Full FCPT calculator →

Portfolio growth — SFEPX vs FCPT

📍 SFEPX pulled ahead of the other in Year 1

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 PeriodSFEPXFCPT
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, SFEPX + FCPT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SFEPX
Annual income on $10K today (after 15% tax)
$2,166.34/yr
After 10yr DRIP, annual income (after tax)
$9,910.77/yr
FCPT
Annual income on $10K today (after 15% tax)
$514.49/yr
After 10yr DRIP, annual income (after tax)
$4,908.99/yr
At 15% tax rate, SFEPX beats the other by $5,001.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SFEPX + FCPT for your $10,000?

SFEPX: 50%FCPT: 50%
100% FCPT50/50100% SFEPX
Portfolio after 10yr
$75.4K
Annual income
$8,717.50/yr
Blended yield
11.57%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on FCPT right now

SFEPX
No analyst data
FCPT
Analyst Ratings
5
Buy
10
Hold
Consensus: Hold
Price Target
$27.00
+14.2% upside vs current
Range: $25.00 — $29.00
Altman Z
1.4
Piotroski
6/9
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)

SFEPX buys
0
FCPT buys
0
No recent congressional trades found for SFEPX or FCPT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSFEPXFCPT
Forward yield25.49%6.05%
Annual dividend / share$4.76$1.43
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.8%
Portfolio after 10y$101.7K$49.1K
Annual income after 10y$11,659.73$5,775.28
Total dividends collected$64.9K$24.1K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: SFEPX vs FCPT ($10,000, DRIP)

YearSFEPX PortfolioSFEPX Income/yrFCPT PortfolioFCPT Income/yrGap
1← crossover$13,249$2,548.64$11,401$700.92+$1.8KSFEPX
2$17,332$3,155.70$13,064$864.84+$4.3KSFEPX
3$22,403$3,858.18$15,051$1,072.48+$7.4KSFEPX
4$28,632$4,660.85$17,442$1,337.22+$11.2KSFEPX
5$36,204$5,567.08$20,340$1,677.08+$15.9KSFEPX
6$45,316$6,578.70$23,880$2,116.57+$21.4KSFEPX
7$56,185$7,695.93$28,241$2,689.36+$27.9KSFEPX
8$69,035$8,917.40$33,660$3,442.07+$35.4KSFEPX
9$84,107$10,240.15$40,456$4,439.95+$43.7KSFEPX
10$101,655$11,659.73$49,063$5,775.28+$52.6KSFEPX

SFEPX vs FCPT: Complete Analysis 2026

SFEPXStock

The fund seeks to exceed the total return of the S&P 500 Index. It pursues its objective by investing, under normal circumstances, at least 80% of its assets in: (i) equity securities issued by companies that have market capitalizations within the range of companies in the index; (ii) investment vehicles that provide exposure to companies that have market capitalizations within the range of companies in the index; and (iii) equity derivatives.

Full SFEPX Calculator →

FCPTREIT

FCPT, headquartered in Mill Valley, CA, is a real estate investment trust primarily engaged in the acquisition and leasing of restaurant properties. The Company seeks to grow its portfolio by acquiring additional real estate to lease, on a net basis, for use in the restaurant and retail industries.

Full FCPT Calculator →
📬

Get this SFEPX vs FCPT comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SFEPX vs SCHDSFEPX vs JEPISFEPX vs OSFEPX vs KOSFEPX vs MAIN

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