HomeCompareSVSPX vs EPRT

SVSPX vs EPRT: Dividend Comparison 2026

SVSPX yields 8.93% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $27.3K in total portfolio value· pulled ahead in Year 6
10 years
SVSPX
SVSPX
● Live price
8.93%
Share price
$259.00
Annual div
$23.13
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.1K
Annual income
$1,568.32
Full SVSPX 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 — SVSPX vs EPRT

📍 EPRT pulled ahead of the other in Year 6

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 PeriodSVSPXEPRT
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, SVSPX + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SVSPX
Annual income on $10K today (after 15% tax)
$759.00/yr
After 10yr DRIP, annual income (after tax)
$1,333.07/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 $9,581.55/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SVSPX: 50%EPRT: 50%
100% EPRT50/50100% SVSPX
Portfolio after 10yr
$49.8K
Annual income
$7,204.52/yr
Blended yield
14.48%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

SVSPX
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)

SVSPX buys
0
EPRT buys
0
No recent congressional trades found for SVSPX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVSPXEPRT
Forward yield8.93%3.92%
Annual dividend / share$23.13$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$36.1K$63.4K
Annual income after 10y$1,568.32$12,840.73
Total dividends collected$12.3K$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearSVSPX PortfolioSVSPX Income/yrEPRT PortfolioEPRT Income/yrGap
1$11,593$892.94$11,205$505.18+$388.00SVSPX
2$13,372$967.46$12,672$682.46+$700.00SVSPX
3$15,351$1,042.92$14,490$930.48+$861.00SVSPX
4$17,544$1,118.93$16,786$1,282.69+$758.00SVSPX
5$19,968$1,195.16$19,753$1,791.56+$215.00SVSPX
6← crossover$22,637$1,271.25$23,677$2,541.64$1.0KEPRT
7$25,568$1,346.89$29,008$3,672.99$3.4KEPRT
8$28,780$1,421.79$36,463$5,425.08$7.7KEPRT
9$32,290$1,495.68$47,238$8,221.57$14.9KEPRT
10$36,118$1,568.32$63,385$12,840.73$27.3KEPRT

SVSPX vs EPRT: Complete Analysis 2026

SVSPXStock

The adviser uses an index tracking management strategy designed to track the performance of the S&P 500® Index (S&P 500 or index). The index is a well-known stock market index that includes common stocks of 500 companies from a number of sectors and that measures the performance of the large-cap sector of the U.S. equities market.

Full SVSPX 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.