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FOVL vs STAG: Dividend Comparison 2026

FOVL yields 0.55% · STAG yields 3.99%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 FOVL wins by $1.0K in total portfolio value
10 years
FOVL
FOVL
● Live price
0.55%
Share price
$73.40
Annual div
$0.40
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$20.4K
Annual income
$56.54
Full FOVL calculator →
STAG
STAG Industrial Inc.
● Live price
3.99%
Share price
$36.80
Annual div
$1.47
5Y div CAGR
1%
Payout ratio
72%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.4K
Annual income
$606.20
Full STAG calculator →

Portfolio growth — FOVL vs STAG

📍 FOVL 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 PeriodFOVLSTAG
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, FOVL + STAG cover 0 of 12 months — good coverage

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

FOVL
Annual income on $10K today (after 15% tax)
$46.39/yr
After 10yr DRIP, annual income (after tax)
$48.06/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, STAG beats the other by $467.21/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

FOVL: 50%STAG: 50%
100% STAG50/50100% FOVL
Portfolio after 10yr
$19.9K
Annual income
$331.37/yr
Blended yield
1.66%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

FOVL
No analyst data
STAG
Analyst Ratings
9
Buy
9
Hold
3
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

FOVL buys
0
STAG buys
0
No recent congressional trades found for FOVL or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricFOVLSTAG
Forward yield0.55%3.99% ✓
Annual dividend / share$0.40$1.47 ✓
Payout ratio50% ✓72%
1-year div growth0%0.5% ✓
5-year div CAGR0%1% ✓
Portfolio after 10y$20.4K ✓$19.4K
Annual income after 10y$56.54$606.20 ✓
Total dividends collected$556.00 ✓$5.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearFOVL PortfolioFOVL Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$10,755$54.57$10,723$403.45+$32.00 → FOVL
2$11,562$54.85$11,490$423.42+$72.00 → FOVL
3$12,427$55.11$12,302$444.01+$125.00 → FOVL
4$13,352$55.36$13,161$465.24+$191.00 → FOVL
5$14,342$55.59$14,069$487.12+$273.00 → FOVL
6$15,402$55.80$15,029$509.63+$373.00 → FOVL
7$16,536$56.01$16,042$532.80+$494.00 → FOVL
8$17,750$56.20$17,112$556.61+$638.00 → FOVL
9$19,049$56.38$18,241$581.08+$808.00 → FOVL
10$20,439$56.54$19,431$606.20+$1.0K → FOVL

FOVL vs STAG: Complete Analysis 2026

FOVL — Stock

The iShares Focused Value Factor ETF (the “Fund”) seeks to track the investment results of an index composed of U.S. large- and mid-capitalization stocks with prominent value characteristics.

Full FOVL 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.