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BDSAX vs STAG: Dividend Comparison 2026

BDSAX yields 4.50% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 BDSAX wins by $8.5K in total portfolio value
10 years
BDSAX
BDSAX
● Live price
4.50%
Share price
$20.12
Annual div
$0.91
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.9K
Annual income
$600.66
Full BDSAX calculator →
STAG
STAG Industrial Inc.
● Live price
3.44%
Share price
$36.09
Annual div
$1.24
5Y div CAGR
0.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$18.3K
Annual income
$462.22
Full STAG calculator →

Portfolio growth — BDSAX vs STAG

📍 BDSAX 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 PeriodBDSAXSTAG
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, BDSAX + STAG cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
BDSAX pays
STAG pays
Both pay
Neither
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Tax Bracket Optimizer

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

BDSAX
Annual income on $10K today (after 15% tax)
$382.62/yr
After 10yr DRIP, annual income (after tax)
$510.56/yr
STAG
Annual income on $10K today (after 15% tax)
$292.45/yr
After 10yr DRIP, annual income (after tax)
$392.89/yr
At 15% tax rate, BDSAX beats the other by $117.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of BDSAX + STAG for your $10,000?

BDSAX: 50%STAG: 50%
100% STAG50/50100% BDSAX
Portfolio after 10yr
$22.6K
Annual income
$531.44/yr
Blended yield
2.35%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

BDSAX
No analyst data
STAG
Analyst Ratings
9
Buy
9
Hold
3
Sell
Consensus: Buy
Price Target
$45.00
+24.7% upside vs current
Range: $39.00 — $59.00
Altman Z
1.2
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)

BDSAX buys
0
STAG buys
0
No recent congressional trades found for BDSAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricBDSAXSTAG
Forward yield4.50%3.44%
Annual dividend / share$0.91$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$26.9K$18.3K
Annual income after 10y$600.66$462.22
Total dividends collected$5.3K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

Year-by-year: BDSAX vs STAG ($10,000, DRIP)

YearBDSAX PortfolioBDSAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,150$450.14$10,665$345.09+$485.00BDSAX
2$12,400$469.08$11,364$357.70+$1.0KBDSAX
3$13,755$487.52$12,098$370.43+$1.7KBDSAX
4$15,224$505.44$12,869$383.28+$2.4KBDSAX
5$16,812$522.80$13,677$396.23+$3.1KBDSAX
6$18,528$539.58$14,524$409.27+$4.0KBDSAX
7$20,381$555.76$15,411$422.41+$5.0KBDSAX
8$22,379$571.34$16,339$435.61+$6.0KBDSAX
9$24,532$586.31$17,311$448.89+$7.2KBDSAX
10$26,850$600.66$18,327$462.22+$8.5KBDSAX

BDSAX vs STAG: Complete Analysis 2026

BDSAXStock

Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities or other financial instruments that are components of, or have market capitalizations similar to, the securities included in the Russell 2000® Index. It primarily seeks to buy common stock and may also invest in preferred stock and convertible securities. From time to time the fund may invest in shares of companies through new issues or initial public offerings (IPOs).

Full BDSAX Calculator →

STAGREIT

STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant, industrial properties throughout the United States. By targeting this type of property, STAG has developed an investment strategy that helps investors find a powerful balance of income plus growth.

Full STAG 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.