HomeCompareYGLD vs EPRT

YGLD vs EPRT: Dividend Comparison 2026

YGLD yields 17.34% · EPRT yields 3.97%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 EPRT wins by $2.4K in total portfolio value· pulled ahead in Year 10
10 years
YGLD
YGLD
● Live price
17.34%
Share price
$41.24
Annual div
$7.15
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$61.9K
Annual income
$5,016.41
Full YGLD calculator →
EPRT
EPRT
● Live price
3.97%
Share price
$30.36
Annual div
$1.21
5Y div CAGR
29%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$64.3K
Annual income
$13,170.85
Full EPRT calculator →

Portfolio growth — YGLD vs EPRT

📍 EPRT pulled ahead of the other in Year 10

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 PeriodYGLDEPRT
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, YGLD + EPRT cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

YGLD
Annual income on $10K today (after 15% tax)
$1,473.69/yr
After 10yr DRIP, annual income (after tax)
$4,263.95/yr
EPRT
Annual income on $10K today (after 15% tax)
$337.37/yr
After 10yr DRIP, annual income (after tax)
$11,195.22/yr
At 15% tax rate, EPRT beats the other by $6,931.27/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

YGLD: 50%EPRT: 50%
100% EPRT50/50100% YGLD
Portfolio after 10yr
$63.1K
Annual income
$9,093.63/yr
Blended yield
14.40%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

YGLD
No analyst data
EPRT
Analyst Ratings
1
Strong
17
Buy
3
Hold
1
Sell
Consensus: Buy
Price Target
$35.50
+16.9% 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)

YGLD buys
0
EPRT buys
0
No recent congressional trades found for YGLD or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricYGLDEPRT
Forward yield17.34%3.97%
Annual dividend / share$7.15$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$61.9K$64.3K
Annual income after 10y$5,016.41$13,170.85
Total dividends collected$32.6K$38.7K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearYGLD PortfolioYGLD Income/yrEPRT PortfolioEPRT Income/yrGap
1$12,434$1,733.75$11,212$512.01+$1.2KYGLD
2$15,319$2,014.68$12,689$692.09+$2.6KYGLD
3$18,711$2,319.77$14,521$944.30+$4.2KYGLD
4$22,669$2,648.07$16,841$1,302.88+$5.8KYGLD
5$27,254$2,998.33$19,841$1,821.64+$7.4KYGLD
6$32,531$3,368.96$23,818$2,587.47+$8.7KYGLD
7$38,566$3,758.17$29,230$3,744.65+$9.3KYGLD
8$45,429$4,163.94$36,816$5,540.38+$8.6KYGLD
9$53,194$4,584.11$47,806$8,413.17+$5.4KYGLD
10← crossover$61,934$5,016.41$64,324$13,170.85$2.4KEPRT

YGLD vs EPRT: Complete Analysis 2026

YGLDStock

The Simplify Gold Strategy PLUS Income ETF (YGLD) seeks capital gains and income. An actively managed ETF, it combines a gold futures strategy with an income generating options overlay. Using futures, the fund aims to produce a 150% exposure to gold. The options overlay will focus on writing short term spreads on a variety of underlying assets, including equity, fixed income and commodity indices or ETFs. The goal is to generate attractive income while providing leveraged exposure to gold.

Full YGLD 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.