Is SHMDF or NNN a better dividend investment in 2026?

SHMDF currently yields 2.23% with a 5% 5-year dividend growth rate. NNN yields 5.28% with 2.8% growth. The better choice depends on your goal: NNN offers higher current income.

What is the dividend yield difference between SHMDF and NNN?

SHMDF has a forward dividend yield of 2.23% ($2.32/share annually). NNN yields 5.28% ($2.26/share annually). The yield gap is 3.05 percentage points.

Home › Compare › SHMDF vs NNN

SHMDF vs NNN: Dividend Comparison 2026

SHMDF yields 2.23% · NNN yields 5.28%● Live data

vsPost on X →

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

🏆 SHMDF wins by $103.40M in total portfolio value

INVESTMENT

TIME HORIZON10 years

SHMDF

● Live price

2.23%

Share price

$104.04

Annual div

$2.32

5Y div CAGR

100%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$103.42M

Annual income

$95,213,525.05

Full SHMDF calculator →

NNN

NNN REIT Inc.

● Live price

5.28%

Share price

$42.80

Annual div

$2.26

5Y div CAGR

2.8%

Payout ratio

71%

After 10 yrs · $10,000 · DRIP

Portfolio value

$19.7K

Annual income

$1,147.75

Full NNN calculator →

Portfolio growth — SHMDF vs NNN

📍 SHMDF 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 Period	SHMDF	NNN
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, SHMDF + NNN cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SHMDF pays

NNN pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SHMDF

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

$189.54/yr

After 10yr DRIP, annual income (after tax)

$80,931,496.29/yr

NNN

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

$448.83/yr

After 10yr DRIP, annual income (after tax)

$975.59/yr

At 15% tax rate, SHMDF beats the other by $80,930,520.70/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

What's the optimal mix of SHMDF + NNN for your $10,000?

SHMDF: 50%NNN: 50%

100% NNN50/50100% SHMDF

Portfolio after 10yr

$51.72M

Annual income

$47,607,336.41/yr

Blended yield

92.05%

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Analyst Conviction Gap

Where Wall Street is most bullish on NNN right now

SHMDF

No analyst data

Altman Z

14.9

Piotroski

5/9

NNN

Analyst Ratings

Buy

Hold

Sell

Consensus: Hold

Price Target

$44.93

+5.0% upside vs current

Range: $43.00 — $48.50

Altman Z

1.1

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHMDF buys

NNN buys

No recent congressional trades found for SHMDF or NNN in the last 90 days.

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

MetricSHMDFNNN

Forward yield	2.23%	5.28% ✓
Annual dividend / share	$2.32 ✓	$2.26
Payout ratio	50% ✓	71%
1-year div growth	0%	2.7% ✓
5-year div CAGR	100% ✓	2.8%
Portfolio after 10y	$103.42M ✓	$19.7K
Annual income after 10y	$95,213,525.05 ✓	$1,147.75
Total dividends collected	$102.77M ✓	$8.1K
Payment frequency	quarterly	quarterly
Sector	Stock	REIT

Year-by-year: SHMDF vs NNN ($10,000, DRIP)

Year	SHMDF Portfolio	SHMDF Income/yr	NNN Portfolio	NNN Income/yr	Gap
1← crossover	$11,146	$445.98	$10,663	$542.82	+$483.00 → SHMDF
2	$12,855	$929.14	$11,379	$587.95	+$1.5K → SHMDF
3	$15,758	$2,003.06	$12,153	$637.35	+$3.6K → SHMDF
4	$21,451	$4,589.50	$12,990	$691.46	+$8.5K → SHMDF
5	$34,630	$11,677.42	$13,897	$750.78	+$20.7K → SHMDF
6	$72,291	$35,237.02	$14,879	$815.88	+$57.4K → SHMDF
7	$214,844	$137,492.44	$15,945	$887.39	+$198.9K → SHMDF
8	$993,655	$763,772.28	$17,102	$965.99	+$976.6K → SHMDF
9	$7,665,933	$6,602,722.51	$18,360	$1,052.49	+$7.65M → SHMDF
10	$103,416,074	$95,213,525.05	$19,728	$1,147.75	+$103.40M → SHMDF

SHMDF vs NNN: Complete Analysis 2026

SHMDF — Stock

Shimano Inc. develops, produces, and distributes bicycle components, fishing tackles, and rowing equipment. The company also plans and develops lifestyle gear products, such as apparel items, shoes, bags, and related items. It has operations in Japan, Asia, Europe, North America, Latin America, and Oceania. The company was founded in 1921 and is headquartered in Sakai, Japan.

Full SHMDF Calculator →

NNN — REIT

NNN REIT (formerly National Retail Properties) is a Dividend King with 34+ consecutive years of dividend increases — one of only three REITs to achieve this status. Focuses on single-tenant properties with long-term net leases to operators in necessity-based retail sectors.

Full NNN 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.