Is AAIC or PLD a better dividend investment in 2026?

AAIC currently yields 41.32% with a 5% 5-year dividend growth rate. PLD yields 3.18% with 5% growth. The better choice depends on your goal: AAIC offers higher current income.

What is the dividend yield difference between AAIC and PLD?

AAIC has a forward dividend yield of 41.32% ($2.00/share annually). PLD yields 3.18% ($4.10/share annually). The yield gap is 38.14 percentage points.

Home › Compare › AAIC vs PLD

AAIC vs PLD: Dividend Comparison 2026

AAIC yields 41.32% · PLD yields 3.18%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 PLD wins by $6.48M in total portfolio value· pulled ahead in Year 4

INVESTMENT

TIME HORIZON10 years

AAIC

● Live price

41.32%

Share price

$4.84

Annual div

$2.00

5Y div CAGR

-50%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$27.7K

Annual income

$5.67

Full AAIC calculator →

PLD

● Live price

3.18%

Share price

$128.78

Annual div

$4.10

5Y div CAGR

74.4%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$6.50M

Annual income

$5,256,436.18

Full PLD calculator →

Portfolio growth — AAIC vs PLD

📍 PLD pulled ahead of the other in Year 4

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 Period	AAIC	PLD
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, AAIC + PLD cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

AAIC pays

PLD pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

AAIC

Annual income on $10K today (after 15% tax)

$3,512.40/yr

After 10yr DRIP, annual income (after tax)

$4.82/yr

PLD

Annual income on $10K today (after 15% tax)

$270.62/yr

After 10yr DRIP, annual income (after tax)

$4,467,970.75/yr

At 15% tax rate, PLD beats the other by $4,467,965.93/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of AAIC + PLD for your $10,000?

AAIC: 50%PLD: 50%

100% PLD50/50100% AAIC

Portfolio after 10yr

$3.27M

Annual income

$2,628,220.93/yr

Blended yield

80.47%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on PLD right now

AAIC

Analyst Ratings

Buy

Hold

Consensus: Hold

Altman Z

-1.9

Piotroski

6/9

PLD

Analyst Ratings

Buy

Hold

Sell

Consensus: Buy

Price Target

$136.00

+5.6% upside vs current

Range: $119.00 — $155.00

Altman Z

1.9

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)

AAIC buys

PLD buys

No recent congressional trades found for AAIC or PLD in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricAAICPLD

Forward yield	41.32% ✓	3.18%
Annual dividend / share	$2.00	$4.10 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	-50%	74.4% ✓
Portfolio after 10y	$27.7K ✓	$6.50M
Annual income after 10y	$5.67	$5,256,436.18 ✓
Total dividends collected	$4.7K	$6.37M ✓
Payment frequency	quarterly	quarterly
Sector	Stock	REIT
Analyst consensus	Hold	Buy

Year-by-year: AAIC vs PLD ($10,000, DRIP)

Year	AAIC Portfolio	AAIC Income/yr	PLD Portfolio	PLD Income/yr	Gap
1	$12,766	$2,066.12	$11,255	$555.24	+$1.5K → AAIC
2	$14,892	$1,232.54	$13,062	$1,018.59	+$1.8K → AAIC
3	$16,607	$671.87	$15,903	$1,926.67	+$704.00 → AAIC
4← crossover	$18,119	$350.10	$20,839	$3,823.32	$2.7K → PLD
5	$19,566	$178.50	$30,464	$8,166.08	$10.9K → PLD
6	$21,026	$90.07	$52,054	$19,457.30	$31.0K → PLD
7	$22,543	$45.23	$109,886	$54,188.93	$87.3K → PLD
8	$24,143	$22.66	$304,030	$186,451.18	$279.9K → PLD
9	$25,845	$11.34	$1,166,125	$840,813.32	$1.14M → PLD
10	$27,660	$5.67	$6,504,190	$5,256,436.18	$6.48M → PLD

AAIC vs PLD: Complete Analysis 2026

AAIC — Stock

Arlington Asset Investment Corp. (NYSE: AAIC) currently invests primarily in mortgage-related and other assets and has elected to be taxed as a REIT. The Company is headquartered in the Washington, D.C. metropolitan area. For more information, please visit www.arlingtonasset.com.

Full AAIC Calculator →

PLD — REIT

Prologis, Inc. is the global leader in logistics real estate with a focus on high-barrier, high-growth markets. As of December 31, 2020, the company owned or had investments in, on a wholly owned basis or through co-investment ventures, properties and development projects expected to total approximately 984 million square feet (91 million square meters) in 19 countries. Prologis leases modern logistics facilities to a diverse base of approximately 5,500 customers principally across two major categories: business-to-business and retail/online fulfillment.

Full PLD Calculator →

📬

Get this AAIC vs PLD comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

AAIC vs SCHD AAIC vs JEPI AAIC vs O AAIC vs KO AAIC 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.