HomeCompareSMRSX vs EPRT

SMRSX vs EPRT: Dividend Comparison 2026

SMRSX yields 3.91% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SMRSX wins by $1610.74M in total portfolio value
10 years
SMRSX
SMRSX
● Live price
3.91%
Share price
$10.24
Annual div
$0.40
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$1610.81M
Annual income
$1,535,447,371.50
Full SMRSX calculator →
EPRT
EPRT
● Live price
3.97%
Share price
$30.36
Annual div
$1.21
5Y div CAGR
29%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$64.3K
Annual income
$13,170.85
Full EPRT calculator →

Portfolio growth — SMRSX vs EPRT

📍 SMRSX 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 PeriodSMRSXEPRT
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, SMRSX + EPRT cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SMRSX pays
EPRT pays
Both pay
Neither
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Tax Bracket Optimizer

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

SMRSX
Annual income on $10K today (after 15% tax)
$332.70/yr
After 10yr DRIP, annual income (after tax)
$1,305,130,265.77/yr
EPRT
Annual income on $10K today (after 15% tax)
$337.37/yr
After 10yr DRIP, annual income (after tax)
$11,195.22/yr
At 15% tax rate, SMRSX beats the other by $1,305,119,070.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMRSX: 50%EPRT: 50%
100% EPRT50/50100% SMRSX
Portfolio after 10yr
$805.44M
Annual income
$767,730,271.18/yr
Blended yield
95.32%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

SMRSX
No analyst data
Altman Z
7.1
Piotroski
6/9
EPRT
Analyst Ratings
1
Strong
17
Buy
3
Hold
1
Sell
Consensus: Buy
Price Target
$35.50
+16.9% 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)

SMRSX buys
0
EPRT buys
0
No recent congressional trades found for SMRSX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMRSXEPRT
Forward yield3.91%3.97%
Annual dividend / share$0.40$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%29%
Portfolio after 10y$1610.81M$64.3K
Annual income after 10y$1,535,447,371.50$13,170.85
Total dividends collected$1605.41M$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearSMRSX PortfolioSMRSX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$11,483$782.81$11,212$512.01+$271.00SMRSX
2$13,967$1,680.17$12,689$692.09+$1.3KSMRSX
3$18,764$3,819.85$14,521$944.30+$4.2KSMRSX
4$29,670$9,592.43$16,841$1,302.88+$12.8KSMRSX
5$60,098$28,350.69$19,841$1,821.64+$40.3KSMRSX
6$171,641$107,336.57$23,818$2,587.47+$147.8KSMRSX
7$756,659$573,002.79$29,230$3,744.65+$727.4KSMRSX
8$5,531,141$4,721,515.69$36,816$5,540.38+$5.49MSMRSX
9$70,430,573$64,512,252.39$47,806$8,413.17+$70.38MSMRSX
10$1,610,808,085$1,535,447,371.50$64,324$13,170.85+$1610.74MSMRSX

SMRSX vs EPRT: Complete Analysis 2026

SMRSXStock

The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in short- and intermediate-term fixed-income securities including government securities, corporate bonds or notes and agency securities. It may also invest in asset-backed securities, money market instruments, commercial loans, and foreign debt securities.

Full SMRSX 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 →
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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.