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ADC vs XPO: Dividend Comparison 2026

ADC yields 4.13% · XPO yields 1.07%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 ADC wins by $157.7K in total portfolio value
10 years
ADC
Agree Realty Corporation
● Live price
4.13%
Share price
$74.97
Annual div
$3.10
5Y div CAGR
40.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$178.9K
Annual income
$80,797.29
Full ADC calculator →
XPO
XPO
● Live price
1.07%
Share price
$186.40
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.2K
Annual income
$115.03
Full XPO calculator →

Portfolio growth — ADC vs XPO

📍 ADC 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 PeriodADCXPO
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, ADC + XPO cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

ADC
Annual income on $10K today (after 15% tax)
$351.36/yr
After 10yr DRIP, annual income (after tax)
$68,677.70/yr
XPO
Annual income on $10K today (after 15% tax)
$91.20/yr
After 10yr DRIP, annual income (after tax)
$97.78/yr
At 15% tax rate, ADC beats the other by $68,579.92/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of ADC + XPO for your $10,000?

ADC: 50%XPO: 50%
100% XPO50/50100% ADC
Portfolio after 10yr
$100.1K
Annual income
$40,456.17/yr
Blended yield
40.42%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on ADC right now

ADC
Analyst Ratings
1
Strong
22
Buy
9
Hold
Consensus: Buy
Price Target
$81.06
+8.1% upside vs current
Range: $75.00 — $84.50
Altman Z
1.6
Piotroski
7/9
XPO
Analyst Ratings
21
Buy
10
Hold
1
Sell
Consensus: Buy
Price Target
$190.33
+2.1% upside vs current
Range: $95.00 — $250.00
Altman Z
3.5
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)

ADC buys
7
XPO buys
0
PoliticianChamberTickerTypeAmountDate
Gilbert Cisneros🏢 House$ADC▼ Sell$15,001 - $50,0002026-01-15
Lisa McClain🏢 House$ADC▼ Sell$1,001 - $15,0002025-09-25
Lisa McClain🏢 House$ADC▲ Buy$1,001 - $15,0002025-08-13
Lisa McClain🏢 House$ADC▼ Sell$1,001 - $15,0002025-06-17
Lisa McClain🏢 House$ADC▼ Sell$1,001 - $15,0002025-06-17
Lisa McClain🏢 House$ADC▲ Buy$1,001 - $15,0002025-06-11
Lisa McClain🏢 House$ADC▲ Buy$1,001 - $15,0002025-06-11
Josh Gottheimer🏢 House$ADC▼ Sell$1,001 - $15,0002025-04-09
Josh Gottheimer🏢 House$ADC▲ Buy$1,001 - $15,0002024-04-15
Josh Gottheimer🏢 House$ADC▼ Sell$1,001 - $15,0002024-03-14
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricADCXPO
Forward yield4.13%1.07%
Annual dividend / share$3.10$2.00
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR40.4%0%
Portfolio after 10y$178.9K$21.2K
Annual income after 10y$80,797.29$115.03
Total dividends collected$156.7K$1.1K
Payment frequencymonthlyquarterly
SectorREITIndustrials
Analyst consensusBuyBuy
Analyst price target$81.06$190.33

Year-by-year: ADC vs XPO ($10,000, DRIP)

YearADC PortfolioADC Income/yrXPO PortfolioXPO Income/yrGap
1← crossover$10,990$580.36$10,807$107.30+$183.00ADC
2$12,301$860.26$11,672$108.37+$629.00ADC
3$14,104$1,298.62$12,599$109.39+$1.5KADC
4$16,691$2,008.16$13,591$110.35+$3.1KADC
5$20,580$3,205.09$14,653$111.25+$5.9KADC
6$26,754$5,330.02$15,791$112.10+$11.0KADC
7$37,196$9,345.14$17,010$112.90+$20.2KADC
8$56,244$17,523.09$18,314$113.66+$37.9KADC
9$94,286$35,736.21$19,710$114.37+$74.6KADC
10$178,949$80,797.29$21,205$115.03+$157.7KADC

ADC vs XPO: Complete Analysis 2026

ADCREIT

Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of properties net leased to industry-leading retail tenants. As of September 30, 2020, the Company owned and operated a portfolio of 1,027 properties, located in 45 states and containing approximately 21.0 million square feet of gross leasable area. The Company's common stock is listed on the New York Stock Exchange under the symbol ADC.

Full ADC Calculator →

XPOIndustrials

XPO Logistics, Inc. provides freight transportation services in the United States, rest of North America, France, the United Kingdom, rest of Europe, and internationally. The company operates in two segments, North American LTL and Brokerage and Other Services. The North American LTL segment provides customers with less-than-truckload (LTL) services, such as geographic density and day-definite regional, inter-regional, and transcontinental LTL freight services. This segment also offers cross-border U.S. service to and from Mexico and Canada, as well as intra-Canada service. The Brokerage and Other Services segment offers last mile logistics for heavy goods sold through e-commerce, omnichannel retail, and direct-to-consumer channels, as well as other non-core brokered freight transportation modes. It provides its services to customers in various industries, such as industrial and manufacturing, retail and e-commerce, food and beverage, logistics and transportation, and consumer goods. The company was incorporated in 2000 and is based in Greenwich, Connecticut.

Full XPO 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.