Is HLVTY or STAG a better dividend investment in 2026?

HLVTY currently yields 2.95% 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 HLVTY and STAG?

HLVTY has a forward dividend yield of 2.95% ($0.20/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 0.49 percentage points.

Home › Compare › HLVTY vs STAG

HLVTY vs STAG: Dividend Comparison 2026

HLVTY yields 2.95% · STAG yields 3.44%● Live data

vsPost on X →

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

🏆 HLVTY wins by $25.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

HLVTY

● Live price

2.95%

Share price

$6.88

Annual div

$0.20

5Y div CAGR

26.5%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$43.4K

Annual income

$5,909.46

Full HLVTY 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 — HLVTY vs STAG

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

HLVTY 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.

HLVTY

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

$251.11/yr

After 10yr DRIP, annual income (after tax)

$5,023.04/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, HLVTY beats the other by $4,629.75/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 HLVTY + STAG for your $10,000?

HLVTY: 50%STAG: 50%

100% STAG50/50100% HLVTY

Portfolio after 10yr

$30.9K

Annual income

$3,186.08/yr

Blended yield

10.32%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

HLVTY

Analyst Ratings

Hold

Consensus: Hold

Altman Z

0.6

Piotroski

3/9

STAG

Analyst Ratings

Buy

Hold

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

HLVTY buys

STAG buys

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

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

MetricHLVTYSTAG

Forward yield	2.95%	3.44% ✓
Annual dividend / share	$0.20	$1.24 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	26.5% ✓	0.3%
Portfolio after 10y	$43.4K ✓	$18.3K
Annual income after 10y	$5,909.46 ✓	$462.70
Total dividends collected	$20.1K ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT
Analyst consensus	Hold	Buy

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

Year	HLVTY Portfolio	HLVTY Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,074	$373.71	$10,665	$345.38	+$409.00 → HLVTY
2	$12,338	$489.25	$11,365	$358.01	+$973.00 → HLVTY
3	$13,846	$644.46	$12,099	$370.76	+$1.7K → HLVTY
4	$15,671	$855.04	$12,870	$383.63	+$2.8K → HLVTY
5	$17,912	$1,144.04	$13,678	$396.60	+$4.2K → HLVTY
6	$20,711	$1,545.96	$14,526	$409.67	+$6.2K → HLVTY
7	$24,274	$2,113.39	$15,413	$422.82	+$8.9K → HLVTY
8	$28,902	$2,928.39	$16,343	$436.05	+$12.6K → HLVTY
9	$35,047	$4,122.07	$17,315	$449.35	+$17.7K → HLVTY
10	$43,410	$5,909.46	$18,332	$462.70	+$25.1K → HLVTY

HLVTY vs STAG: Complete Analysis 2026

HLVTY — Stock

Helvetia Holding AG, through its subsidiaries, engages in life and non-life insurance, and reinsurance business in Switzerland, Germany, Austria, Spain, Italy, France, Liechtenstein, and internationally. It offers life insurance products in the areas of investment-linked, group life, and others; non-life insurance products in the areas of property, motor vehicle, health/accident, liability, and transport; and annuity insurance products and pension plans. The company was founded in 1858 and is headquartered in Sankt Gallen, Switzerland.

Full HLVTY 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 →

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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.