Is BVDIX or STAG a better dividend investment in 2026?

BVDIX currently yields 13.11% with a 5% 5-year dividend growth rate. STAG yields 3.99% with 1% growth. The better choice depends on your goal: BVDIX offers higher current income.

What is the dividend yield difference between BVDIX and STAG?

BVDIX has a forward dividend yield of 13.11% ($2.00/share annually). STAG yields 3.99% ($1.47/share annually). The yield gap is 9.12 percentage points.

Home › Compare › BVDIX vs STAG

BVDIX vs STAG: Dividend Comparison 2026

BVDIX yields 13.11% · STAG yields 3.99%● Live data

vsPost on X →

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

🏆 BVDIX wins by $28.0K in total portfolio value

INVESTMENT

TIME HORIZON10 years

BVDIX

● Live price

13.11%

Share price

$15.25

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$47.4K

Annual income

$2,963.65

Full BVDIX calculator →

STAG

STAG Industrial Inc.

● Live price

3.99%

Share price

$36.80

Annual div

$1.47

5Y div CAGR

Payout ratio

72%

After 10 yrs · $10,000 · DRIP

Portfolio value

$19.4K

Annual income

$606.20

Full STAG calculator →

Portfolio growth — BVDIX vs STAG

📍 BVDIX 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 Period	BVDIX	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%.

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Dividend Calendar Overlap

Combined, BVDIX + STAG cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

BVDIX 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.

BVDIX

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

$1,114.75/yr

After 10yr DRIP, annual income (after tax)

$2,519.10/yr

STAG

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

$339.54/yr

After 10yr DRIP, annual income (after tax)

$515.27/yr

At 15% tax rate, BVDIX beats the other by $2,003.83/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

BVDIX: 50%STAG: 50%

100% STAG50/50100% BVDIX

Portfolio after 10yr

$33.4K

Annual income

$1,784.93/yr

Blended yield

5.34%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

BVDIX

No analyst data

STAG

Analyst Ratings

Buy

Hold

Sell

Consensus: Buy

Price Target

$45.00

+22.3% 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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

BVDIX buys

STAG buys

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

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

MetricBVDIXSTAG

Forward yield	13.11% ✓	3.99%
Annual dividend / share	$2.00 ✓	$1.47
Payout ratio	50% ✓	72%
1-year div growth	0%	0.5% ✓
5-year div CAGR	0%	1% ✓
Portfolio after 10y	$47.4K ✓	$19.4K
Annual income after 10y	$2,963.65 ✓	$606.20
Total dividends collected	$21.1K ✓	$5.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	BVDIX Portfolio	BVDIX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$12,011	$1,311.48	$10,723	$403.45	+$1.3K → BVDIX
2	$14,324	$1,472.22	$11,490	$423.42	+$2.8K → BVDIX
3	$16,968	$1,640.86	$12,302	$444.01	+$4.7K → BVDIX
4	$19,972	$1,816.53	$13,161	$465.24	+$6.8K → BVDIX
5	$23,369	$1,998.27	$14,069	$487.12	+$9.3K → BVDIX
6	$27,190	$2,185.12	$15,029	$509.63	+$12.2K → BVDIX
7	$31,469	$2,376.08	$16,042	$532.80	+$15.4K → BVDIX
8	$36,242	$2,570.14	$17,112	$556.61	+$19.1K → BVDIX
9	$41,545	$2,766.31	$18,241	$581.08	+$23.3K → BVDIX
10	$47,417	$2,963.65	$19,431	$606.20	+$28.0K → BVDIX

BVDIX vs STAG: Complete Analysis 2026

BVDIX — Stock

The fund normally invests at least 80% of its net assets in equity securities of small capitalized (small cap) companies. For purposes of the fund, the advisor considers a company to be a small cap company if it has a market capitalization no larger than the largest capitalized company included in the Russell 2000® Index at the time of the fund's investment.

Full BVDIX Calculator →

STAG — REIT

STAG Industrial is a single-tenant industrial REIT paying monthly dividends. Its portfolio of 500+ warehouses and distribution centers benefits from e-commerce growth. Amazon is its largest tenant. Monthly income frequency makes it attractive for investors who prefer regular cash flow over quarterly payments.

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.