HomeCompareSMHD vs EPRT

SMHD vs EPRT: Dividend Comparison 2026

SMHD yields 84.39% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SMHD wins by $1.95M in total portfolio value
10 years
SMHD
SMHD
● Live price
84.39%
Share price
$2.37
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2.01M
Annual income
$604,528.33
Full SMHD calculator →
EPRT
EPRT
● Live price
3.92%
Share price
$30.77
Annual div
$1.21
5Y div CAGR
29%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$63.4K
Annual income
$12,840.73
Full EPRT calculator →

Portfolio growth — SMHD vs EPRT

📍 SMHD 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 PeriodSMHDEPRT
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, SMHD + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SMHD
Annual income on $10K today (after 15% tax)
$7,173.00/yr
After 10yr DRIP, annual income (after tax)
$513,849.08/yr
EPRT
Annual income on $10K today (after 15% tax)
$332.87/yr
After 10yr DRIP, annual income (after tax)
$10,914.62/yr
At 15% tax rate, SMHD beats the other by $502,934.46/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMHD: 50%EPRT: 50%
100% EPRT50/50100% SMHD
Portfolio after 10yr
$1.04M
Annual income
$308,684.53/yr
Blended yield
29.72%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

SMHD
No analyst data
EPRT
Analyst Ratings
1
Strong
17
Buy
3
Hold
1
Sell
Consensus: Buy
Price Target
$35.50
+15.4% 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)

SMHD buys
0
EPRT buys
0
No recent congressional trades found for SMHD or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMHDEPRT
Forward yield84.39%3.92%
Annual dividend / share$2.00$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$2.01M$63.4K
Annual income after 10y$604,528.33$12,840.73
Total dividends collected$1.76M$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearSMHD PortfolioSMHD Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$19,139$8,438.82$11,205$505.18+$7.9KSMHD
2$35,573$15,094.30$12,672$682.46+$22.9KSMHD
3$64,283$26,219.99$14,490$930.48+$49.8KSMHD
4$113,065$44,281.87$16,786$1,282.69+$96.3KSMHD
5$193,769$72,790.25$19,753$1,791.56+$174.0KSMHD
6$323,920$116,586.40$23,677$2,541.64+$300.2KSMHD
7$528,739$182,144.59$29,008$3,672.99+$499.7KSMHD
8$843,617$277,866.52$36,463$5,425.08+$807.2KSMHD
9$1,317,010$414,339.81$47,238$8,221.57+$1.27MSMHD
10$2,013,729$604,528.33$63,385$12,840.73+$1.95MSMHD

SMHD vs EPRT: Complete Analysis 2026

SMHDStock

The investment seeks to provides a monthly compounded two times leveraged long exposure to the performance of the index, reduced by the accrued fees. The fund is a series of Monthly Pay 2xLeveraged Exchange Traded Access Securities (ETRACS) linked to the performance of the price return version of the Solactive US Small Cap High Dividend Index. The index is designed to measure the performance of 100 relatively small capitalization, dividend yielding index constituent Securities selected from a universe of qualifying U.S. listed stocks.

Full SMHD 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 →
📬

Get this SMHD vs EPRT comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SMHD vs SCHDSMHD vs JEPISMHD vs OSMHD vs KOSMHD 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.