Is BTMSX or STAG a better dividend investment in 2026?

BTMSX currently yields 3.05% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: STAG offers higher current income.

What is the dividend yield difference between BTMSX and STAG?

BTMSX has a forward dividend yield of 3.05% ($0.31/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 0.39 percentage points.

Home › Compare › BTMSX vs STAG

BTMSX vs STAG: Dividend Comparison 2026

BTMSX yields 3.05% · STAG yields 3.44%● Live data

vsPost on X →

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

🏆 BTMSX wins by $6.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BTMSX

● Live price

3.05%

Share price

$10.03

Annual div

$0.31

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$24.3K

Annual income

$371.59

Full BTMSX 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 — BTMSX vs STAG

📍 BTMSX pulled ahead of the other in Year 1

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	BTMSX	STAG
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, BTMSX + STAG cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BTMSX pays

STAG pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

BTMSX

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

$259.47/yr

After 10yr DRIP, annual income (after tax)

$315.85/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, STAG beats the other by $77.04/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

BTMSX: 50%STAG: 50%

100% STAG50/50100% BTMSX

Portfolio after 10yr

$21.3K

Annual income

$416.91/yr

Blended yield

1.96%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

BTMSX

No analyst data

Price Target

$26.00

+159.2% upside vs current

Range: $26.00 — $26.00

STAG

Analyst Ratings

Buy

Hold

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)

BTMSX buys

STAG buys

No recent congressional trades found for BTMSX or STAG in the last 90 days.

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

MetricBTMSXSTAG

Forward yield	3.05%	3.44% ✓
Annual dividend / share	$0.31	$1.24 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0.3% ✓
Portfolio after 10y	$24.3K ✓	$18.3K
Annual income after 10y	$371.59	$462.22 ✓
Total dividends collected	$3.4K	$4.0K ✓
Payment frequency	quarterly	monthly
Sector	Stock	REIT
Analyst price target	$26.00	$45.00 ✓

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

Year	BTMSX Portfolio	BTMSX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,005	$305.25	$10,665	$345.09	+$340.00 → BTMSX
2	$12,090	$313.96	$11,364	$357.70	+$726.00 → BTMSX
3	$13,258	$322.33	$12,098	$370.43	+$1.2K → BTMSX
4	$14,517	$330.37	$12,869	$383.28	+$1.6K → BTMSX
5	$15,871	$338.06	$13,677	$396.23	+$2.2K → BTMSX
6	$17,327	$345.42	$14,524	$409.27	+$2.8K → BTMSX
7	$18,893	$352.44	$15,411	$422.41	+$3.5K → BTMSX
8	$20,574	$359.14	$16,339	$435.61	+$4.2K → BTMSX
9	$22,380	$365.52	$17,311	$448.89	+$5.1K → BTMSX
10	$24,318	$371.59	$18,327	$462.22	+$6.0K → BTMSX

BTMSX vs STAG: Complete Analysis 2026

BTMSX — Stock

The fund normally invests at least 80% of its net assets in municipal bonds and debentures, the income from which is exempt from federal income tax (including the federal alternative minimum tax ("AMT")). It invests in a broadly diversified portfolio of federally tax-exempt municipal obligations issued by governmental authorities throughout the U.S. and its territories. The fund may invest in all types of municipal obligations, including pre-refunded bonds, general obligation bonds, revenue bonds, and municipal lease participations.

Full BTMSX Calculator →

STAG — REIT

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 →

📬

Get this BTMSX vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

BTMSX vs SCHD BTMSX vs JEPI BTMSX vs O BTMSX vs KO BTMSX vs MAIN BTMSX vs PLD BTMSX vs EQR BTMSX vs VICI

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.