HomeCompareSOMMF vs EPRT

SOMMF vs EPRT: Dividend Comparison 2026

SOMMF yields 2.27% · EPRT yields 3.92%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $43.3K in total portfolio value
10 years
SOMMF
SOMMF
● Live price
2.27%
Share price
$3.42
Annual div
$0.08
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.1K
Annual income
$0.23
Full SOMMF 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 — SOMMF vs EPRT

📍 EPRT 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 PeriodSOMMFEPRT
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, SOMMF + EPRT cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SOMMF 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.

SOMMF
Annual income on $10K today (after 15% tax)
$192.97/yr
After 10yr DRIP, annual income (after tax)
$0.20/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, EPRT beats the other by $10,914.43/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOMMF: 50%EPRT: 50%
100% EPRT50/50100% SOMMF
Portfolio after 10yr
$41.7K
Annual income
$6,420.47/yr
Blended yield
15.39%
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Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

SOMMF
No analyst data
Altman Z
1.7
Piotroski
7/9
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)

SOMMF buys
0
EPRT buys
0
No recent congressional trades found for SOMMF or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOMMFEPRT
Forward yield2.27%3.92%
Annual dividend / share$0.08$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-50%29%
Portfolio after 10y$20.1K$63.4K
Annual income after 10y$0.23$12,840.73
Total dividends collected$228.00$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearSOMMF PortfolioSOMMF Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$10,814$113.51$11,205$505.18$391.00EPRT
2$11,628$57.36$12,672$682.46$1.0KEPRT
3$12,471$28.82$14,490$930.48$2.0KEPRT
4$13,358$14.44$16,786$1,282.69$3.4KEPRT
5$14,300$7.23$19,753$1,791.56$5.5KEPRT
6$15,305$3.62$23,677$2,541.64$8.4KEPRT
7$16,378$1.81$29,008$3,672.99$12.6KEPRT
8$17,525$0.90$36,463$5,425.08$18.9KEPRT
9$18,753$0.45$47,238$8,221.57$28.5KEPRT
10$20,066$0.23$63,385$12,840.73$43.3KEPRT

SOMMF vs EPRT: Complete Analysis 2026

SOMMFStock

Sumitomo Chemical Company, Limited engages in Chemicals & Plastics, energy and functional materials, IT-related chemicals, health and crop sciences, pharmaceuticals, and other businesses worldwide. Its Essential Chemicals & Plastics segment offers synthetic resins, such as polyethylene, polypropylene, and polymethyl methacrylate resins; raw materials for synthetic fibers; and various industrial chemicals. The company's Energy & Functional Materials segment provides alumina and aluminum products used for energy products; resorcinol for tires, wood adhesives, flame retardants, and ultraviolet ray absorbants; polymer additives and rubber chemicals; synthetic rubber for tires, shoes, construction materials, and other applications; and engineering plastics and lithium-ion secondary battery materials for use in electronic components and next-generation vehicles. Its IT-Related Chemicals segment provides polarizing films, touch screen sensor panels, and color resists and polymer OLED for LC and OLED displays; photoresists and high-purity chemicals for the semiconductor manufacturing process; and compound semiconductor materials for antenna switches and other components of communication terminal equipment. The company's Health & Crop Sciences segment offers crop protection chemicals, fertilizers, feed additives, and household insecticides; active pharmaceutical ingredients and intermediates; and products to control infectious diseases. Its Pharmaceuticals segment provides prescription and diagnostic pharmaceuticals. The company's Others segment supplies electric power and steam; designs, constructs, and supervises chemical plants; provides transportation and warehousing services; and conducts physical property and environmental analysis. Sumitomo Chemical Company, Limited was founded in 1913 and is headquartered in Tokyo, Japan.

Full SOMMF 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.