HomeCompareSWHRX vs NNN

SWHRX vs NNN: Dividend Comparison 2026

SWHRX yields 10.37% · NNN yields 5.66%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SWHRX wins by $14.2K in total portfolio value
10 years
SWHRX
SWHRX
● Live price
10.37%
Share price
$14.31
Annual div
$1.48
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$39.7K
Annual income
$1,987.05
Full SWHRX calculator →
NNN
NNN REIT Inc.
● Live price
5.66%
Share price
$42.03
Annual div
$2.38
5Y div CAGR
8.6%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.5K
Annual income
$2,622.67
Full NNN calculator →

Portfolio growth — SWHRX vs NNN

📍 SWHRX 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 PeriodSWHRXNNN
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, SWHRX + NNN cover 0 of 12 monthsgood coverage

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

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

SWHRX
Annual income on $10K today (after 15% tax)
$881.18/yr
After 10yr DRIP, annual income (after tax)
$1,688.99/yr
NNN
Annual income on $10K today (after 15% tax)
$481.32/yr
After 10yr DRIP, annual income (after tax)
$2,229.27/yr
At 15% tax rate, NNN beats the other by $540.28/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of SWHRX + NNN for your $10,000?

SWHRX: 50%NNN: 50%
100% NNN50/50100% SWHRX
Portfolio after 10yr
$32.6K
Annual income
$2,304.86/yr
Blended yield
7.07%
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Analyst Conviction Gap

Where Wall Street is most bullish on NNN right now

SWHRX
No analyst data
NNN
Analyst Ratings
10
Buy
15
Hold
4
Sell
Consensus: Hold
Price Target
$44.93
+6.9% upside vs current
Range: $43.00 — $48.50
Altman Z
1.1
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SWHRX buys
0
NNN buys
0
No recent congressional trades found for SWHRX or NNN in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWHRXNNN
Forward yield10.37%5.66%
Annual dividend / share$1.48$2.38
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%8.6%
Portfolio after 10y$39.7K$25.5K
Annual income after 10y$1,987.05$2,622.67
Total dividends collected$15.1K$13.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: SWHRX vs NNN ($10,000, DRIP)

YearSWHRX PortfolioSWHRX Income/yrNNN PortfolioNNN Income/yrGap
1← crossover$11,737$1,036.69$10,735$614.96+$1.0KSWHRX
2$13,695$1,137.13$11,572$708.43+$2.1KSWHRX
3$15,894$1,240.09$12,531$819.53+$3.4KSWHRX
4$18,352$1,345.04$13,633$952.29+$4.7KSWHRX
5$21,088$1,451.41$14,909$1,111.84+$6.2KSWHRX
6$24,123$1,558.69$16,392$1,304.77+$7.7KSWHRX
7$27,478$1,666.37$18,129$1,539.52+$9.3KSWHRX
8$31,175$1,773.95$20,173$1,827.08+$11.0KSWHRX
9$35,238$1,880.98$22,597$2,181.81+$12.6KSWHRX
10$39,692$1,987.05$25,491$2,622.67+$14.2KSWHRX

SWHRX vs NNN: Complete Analysis 2026

SWHRXStock

The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds and Laudus Funds. It may also invest in unaffiliated third party mutual funds (referred to herein as unaffiliated funds and, together with Schwab Funds and Laudus Funds, the underlying funds). The fund invests in the underlying funds in accordance with its target portfolio allocation.

Full SWHRX Calculator →

NNNREIT

National Retail Properties invests primarily in high-quality retail properties subject generally to long-term, net leases. As of September 30, 2020, the company owned 3,114 properties in 48 states with a gross leasable area of approximately 32.4 million square feet and with a weighted average remaining lease term of 10.7 years.

Full NNN 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.