HomeCompareYMAX vs EPRT

YMAX vs EPRT: Dividend Comparison 2026

YMAX yields 86.03% · EPRT yields 3.92%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 YMAX wins by $2.10M in total portfolio value
10 years
YMAX
YMAX
● Live price
86.03%
Share price
$7.83
Annual div
$6.74
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$2.16M
Annual income
$657,980.97
Full YMAX 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 — YMAX vs EPRT

📍 YMAX 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 PeriodYMAXEPRT
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, YMAX + EPRT cover 0 of 12 monthsgood coverage

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

YMAX
Annual income on $10K today (after 15% tax)
$7,312.17/yr
After 10yr DRIP, annual income (after tax)
$559,283.82/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, YMAX beats the other by $548,369.20/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

YMAX: 50%EPRT: 50%
100% EPRT50/50100% YMAX
Portfolio after 10yr
$1.11M
Annual income
$335,410.84/yr
Blended yield
30.14%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on EPRT right now

YMAX
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)

YMAX buys
0
EPRT buys
0
No recent congressional trades found for YMAX or EPRT in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricYMAXEPRT
Forward yield86.03%3.92%
Annual dividend / share$6.74$1.21
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%29%
Portfolio after 10y$2.16M$63.4K
Annual income after 10y$657,980.97$12,840.73
Total dividends collected$1.90M$37.9K
Payment frequencyquarterlyquarterly
SectorStockREIT

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

YearYMAX PortfolioYMAX Income/yrEPRT PortfolioEPRT Income/yrGap
1← crossover$19,303$8,602.55$11,205$505.18+$8.1KYMAX
2$36,173$15,518.81$12,672$682.46+$23.5KYMAX
3$65,884$27,179.34$14,490$930.48+$51.4KYMAX
4$116,761$46,265.34$16,786$1,282.69+$100.0KYMAX
5$201,563$76,628.58$19,753$1,791.56+$181.8KYMAX
6$339,301$123,628.74$23,677$2,541.64+$315.6KYMAX
7$557,548$194,495.77$29,008$3,672.99+$528.5KYMAX
8$895,268$298,691.79$36,463$5,425.08+$858.8KYMAX
9$1,406,177$448,239.75$47,238$8,221.57+$1.36MYMAX
10$2,162,590$657,980.97$63,385$12,840.73+$2.10MYMAX

YMAX vs EPRT: Complete Analysis 2026

YMAXStock

The YieldMax Universe fund of Option Income ETFs (YMAX) is an actively managed exchange-trade fund that seeks to generate current income. As a “fund-of-fund”, YMAX invests in the full suite of YieldMax option income ETFs. Each underlying YieldMax ETF seeks to generate income while offering exposure to the share price of a specific company or ETF.

Full YMAX 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.