HomeCompareHDTVX vs STAG

HDTVX vs STAG: Dividend Comparison 2026

HDTVX yields 7.10% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HDTVX wins by $13.7K in total portfolio value
10 years
HDTVX
HDTVX
● Live price
7.10%
Share price
$18.38
Annual div
$1.30
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.0K
Annual income
$1,114.08
Full HDTVX calculator →
STAG
STAG Industrial Inc.
● Live price
3.44%
Share price
$36.06
Annual div
$1.24
5Y div CAGR
0.3%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$18.3K
Annual income
$462.70
Full STAG calculator →

Portfolio growth — HDTVX vs STAG

📍 HDTVX 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 PeriodHDTVXSTAG
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, HDTVX + STAG cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
HDTVX pays
STAG pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

HDTVX
Annual income on $10K today (after 15% tax)
$603.40/yr
After 10yr DRIP, annual income (after tax)
$946.97/yr
STAG
Annual income on $10K today (after 15% tax)
$292.69/yr
After 10yr DRIP, annual income (after tax)
$393.29/yr
At 15% tax rate, HDTVX beats the other by $553.67/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HDTVX: 50%STAG: 50%
100% STAG50/50100% HDTVX
Portfolio after 10yr
$25.2K
Annual income
$788.39/yr
Blended yield
3.13%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

HDTVX
No analyst data
STAG
Analyst Ratings
9
Buy
9
Hold
3
Sell
Consensus: Buy
Price Target
$45.00
+24.8% 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)

HDTVX buys
0
STAG buys
0
No recent congressional trades found for HDTVX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHDTVXSTAG
Forward yield7.10%3.44%
Annual dividend / share$1.30$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$32.0K$18.3K
Annual income after 10y$1,114.08$462.70
Total dividends collected$9.2K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearHDTVX PortfolioHDTVX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,410$709.88$10,665$345.38+$745.00HDTVX
2$12,966$756.98$11,365$358.01+$1.6KHDTVX
3$14,677$803.91$12,099$370.76+$2.6KHDTVX
4$16,555$850.50$12,870$383.63+$3.7KHDTVX
5$18,610$896.56$13,678$396.60+$4.9KHDTVX
6$20,855$941.93$14,526$409.67+$6.3KHDTVX
7$23,301$986.49$15,413$422.82+$7.9KHDTVX
8$25,963$1,030.10$16,343$436.05+$9.6KHDTVX
9$28,853$1,072.66$17,315$449.35+$11.5KHDTVX
10$31,986$1,114.08$18,332$462.70+$13.7KHDTVX

HDTVX vs STAG: Complete Analysis 2026

HDTVXStock

The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in a portfolio of dividend-producing equity securities. The fund generally invests in a core group of 40-60 equity securities, including common stocks, preferred stocks, depository receipts, and other equity-related securities. It primarily invests in equity securities of companies that are economically tied to countries outside of the United States, including investments in emerging markets.

Full HDTVX 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.