HomeCompareWBGSX vs EQR

WBGSX vs EQR: Dividend Comparison 2026

WBGSX yields 49.67% · EQR yields 5.87%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 WBGSX wins by $339.6K in total portfolio value
10 years
WBGSX
WBGSX
● Live price
49.67%
Share price
$5.93
Annual div
$2.95
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$387.4K
Annual income
$78,098.25
Full WBGSX calculator →
EQR
EQR
● Live price
5.87%
Share price
$59.15
Annual div
$3.47
5Y div CAGR
15.8%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.8K
Annual income
$5,475.61
Full EQR calculator →

Portfolio growth — WBGSX vs EQR

📍 WBGSX pulled ahead of the other in Year 1

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 PeriodWBGSXEQR
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, WBGSX + EQR cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

WBGSX
Annual income on $10K today (after 15% tax)
$4,222.13/yr
After 10yr DRIP, annual income (after tax)
$66,383.51/yr
EQR
Annual income on $10K today (after 15% tax)
$499.01/yr
After 10yr DRIP, annual income (after tax)
$4,654.27/yr
At 15% tax rate, WBGSX beats the other by $61,729.24/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of WBGSX + EQR for your $10,000?

WBGSX: 50%EQR: 50%
100% EQR50/50100% WBGSX
Portfolio after 10yr
$217.6K
Annual income
$41,786.93/yr
Blended yield
19.20%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EQR right now

WBGSX
No analyst data
EQR
Analyst Ratings
16
Buy
28
Hold
2
Sell
Consensus: Hold
Price Target
$70.35
+18.9% upside vs current
Range: $63.00 — $78.50
Altman Z
1.8
Piotroski
7/9
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)

WBGSX buys
0
EQR buys
0
No recent congressional trades found for WBGSX or EQR in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricWBGSXEQR
Forward yield49.67%5.87%
Annual dividend / share$2.95$3.47
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%15.8%
Portfolio after 10y$387.4K$47.8K
Annual income after 10y$78,098.25$5,475.61
Total dividends collected$308.6K$23.0K
Payment frequencyquarterlyquarterly
SectorStockREIT

Year-by-year: WBGSX vs EQR ($10,000, DRIP)

YearWBGSX PortfolioWBGSX Income/yrEQR PortfolioEQR Income/yrGap
1← crossover$15,667$4,967.22$11,380$679.82+$4.3KWBGSX
2$24,037$7,273.13$13,014$837.25+$11.0KWBGSX
3$36,148$10,428.62$14,961$1,036.20+$21.2KWBGSX
4$53,336$14,657.14$17,297$1,289.22+$36.0KWBGSX
5$77,281$20,211.42$20,121$1,613.15+$57.2KWBGSX
6$110,060$27,369.41$23,561$2,030.84+$86.5KWBGSX
7$154,192$36,428.32$27,783$2,573.54+$126.4KWBGSX
8$212,683$47,696.81$33,013$3,284.39+$179.7KWBGSX
9$289,056$61,485.79$39,547$4,223.51+$249.5KWBGSX
10$387,388$78,098.25$47,791$5,475.61+$339.6KWBGSX

WBGSX vs EQR: Complete Analysis 2026

WBGSXStock

The fund invests primarily in a diversified portfolio of equity securities, including common stocks and other forms of equity investments (e.g., securities convertible into common stocks), of U.S. growth companies of all sizes that are expected to exhibit quality growth characteristics. It invests primarily in equity securities issued by companies that typically have market capitalizations no smaller than the smallest capitalized company, and no larger than the largest capitalized company, included in the Russell 3000® Index.

Full WBGSX Calculator →

EQRREIT

Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.

Full EQR Calculator →
📬

Get this WBGSX vs EQR comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

WBGSX vs SCHDWBGSX vs JEPIWBGSX vs OWBGSX vs KOWBGSX vs MAIN

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.