HomeCompareCOTZX vs STAG

COTZX vs STAG: Dividend Comparison 2026

COTZX yields 3.46% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 COTZX wins by $6.7K in total portfolio value
10 years
COTZX
COTZX
● Live price
3.46%
Share price
$17.25
Annual div
$0.60
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.0K
Annual income
$432.83
Full COTZX 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 — COTZX vs STAG

📍 COTZX 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 PeriodCOTZXSTAG
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, COTZX + STAG cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
COTZX 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.

COTZX
Annual income on $10K today (after 15% tax)
$294.42/yr
After 10yr DRIP, annual income (after tax)
$367.91/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 $24.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

COTZX: 50%STAG: 50%
100% STAG50/50100% COTZX
Portfolio after 10yr
$21.7K
Annual income
$447.52/yr
Blended yield
2.07%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

COTZX
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)

COTZX buys
0
STAG buys
0
No recent congressional trades found for COTZX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCOTZXSTAG
Forward yield3.46%3.44%
Annual dividend / share$0.60$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$25.0K$18.3K
Annual income after 10y$432.83$462.22
Total dividends collected$3.9K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearCOTZX PortfolioCOTZX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,046$346.38$10,665$345.09+$381.00COTZX
2$12,177$357.59$11,364$357.70+$813.00COTZX
3$13,398$368.41$12,098$370.43+$1.3KCOTZX
4$14,715$378.82$12,869$383.28+$1.8KCOTZX
5$16,134$388.84$13,677$396.23+$2.5KCOTZX
6$17,661$398.44$14,524$409.27+$3.1KCOTZX
7$19,305$407.63$15,411$422.41+$3.9KCOTZX
8$21,073$416.43$16,339$435.61+$4.7KCOTZX
9$22,973$424.82$17,311$448.89+$5.7KCOTZX
10$25,014$432.83$18,327$462.22+$6.7KCOTZX

COTZX vs STAG: Complete Analysis 2026

COTZXStock

The fund is primarily managed as a fund that invests in other funds that seeks to achieve its investment objective by investing its assets among a selected group of underlying stock and bond mutual funds and ETFs. It allocates at least 95% of its net assets (stock/bond assets) among the portfolio funds according to an asset allocation table based on the current level of the Standard & Poor’s (S&P) 500® Index. The fund may invest up to 5% of net assets plus any cash received that day in cash, high quality short-term paper and government securities.

Full COTZX 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.