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SVFFX vs EPRT: Dividend Comparison 2026

SVFFX yields 1.85% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $41.0K in total portfolio value
10 years
SVFFX
SVFFX
● Live price
1.85%
Share price
$87.50
Annual div
$1.62
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.4K
Annual income
$208.76
Full SVFFX 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 — SVFFX 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 PeriodSVFFXEPRT
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, SVFFX + EPRT cover 0 of 12 monthsgood coverage

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

SVFFX
Annual income on $10K today (after 15% tax)
$157.41/yr
After 10yr DRIP, annual income (after tax)
$177.45/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 $10,737.17/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SVFFX: 50%EPRT: 50%
100% EPRT50/50100% SVFFX
Portfolio after 10yr
$42.9K
Annual income
$6,524.74/yr
Blended yield
15.21%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

SVFFX
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)

SVFFX buys
0
EPRT buys
0
No recent congressional trades found for SVFFX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVFFXEPRT
Forward yield1.85%3.92%
Annual dividend / share$1.62$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$22.4K$63.4K
Annual income after 10y$208.76$12,840.73
Total dividends collected$2.0K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearSVFFX PortfolioSVFFX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$10,885$185.19$11,205$505.18$320.00EPRT
2$11,836$188.39$12,672$682.46$836.00EPRT
3$12,855$191.44$14,490$930.48$1.6KEPRT
4$13,950$194.33$16,786$1,282.69$2.8KEPRT
5$15,123$197.08$19,753$1,791.56$4.6KEPRT
6$16,382$199.68$23,677$2,541.64$7.3KEPRT
7$17,730$202.14$29,008$3,672.99$11.3KEPRT
8$19,176$204.48$36,463$5,425.08$17.3KEPRT
9$20,725$206.68$47,238$8,221.57$26.5KEPRT
10$22,385$208.76$63,385$12,840.73$41.0KEPRT

SVFFX vs EPRT: Complete Analysis 2026

SVFFXStock

To achieve its investment objective, the fund will maintain approximately 25-30 companies in its portfolio and will invest in the common stocks of large capitalization ("large-cap") U.S. companies. The fund's manager considers large-cap companies to be those publicly traded U.S. companies with capitalizations exceeding $5 billion. It is non-diversified.

Full SVFFX 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.