HomeCompareHWDVX vs STAG

HWDVX vs STAG: Dividend Comparison 2026

HWDVX yields 5.36% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 HWDVX wins by $10.1K in total portfolio value
10 years
HWDVX
HWDVX
● Live price
5.36%
Share price
$9.87
Annual div
$0.53
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$28.5K
Annual income
$754.59
Full HWDVX 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 — HWDVX vs STAG

📍 HWDVX 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 PeriodHWDVXSTAG
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, HWDVX + STAG cover 0 of 12 monthsgood coverage

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

HWDVX
Annual income on $10K today (after 15% tax)
$455.47/yr
After 10yr DRIP, annual income (after tax)
$641.40/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, HWDVX beats the other by $248.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

HWDVX: 50%STAG: 50%
100% STAG50/50100% HWDVX
Portfolio after 10yr
$23.4K
Annual income
$608.64/yr
Blended yield
2.60%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

HWDVX
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)

HWDVX buys
0
STAG buys
0
No recent congressional trades found for HWDVX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricHWDVXSTAG
Forward yield5.36%3.44%
Annual dividend / share$0.53$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$28.5K$18.3K
Annual income after 10y$754.59$462.70
Total dividends collected$6.5K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearHWDVX PortfolioHWDVX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,236$535.85$10,665$345.38+$571.00HWDVX
2$12,585$562.68$11,365$358.01+$1.2KHWDVX
3$14,055$589.02$12,099$370.76+$2.0KHWDVX
4$15,654$614.78$12,870$383.63+$2.8KHWDVX
5$17,389$639.91$13,678$396.60+$3.7KHWDVX
6$19,271$664.36$14,526$409.67+$4.7KHWDVX
7$21,308$688.08$15,413$422.82+$5.9KHWDVX
8$23,511$711.04$16,343$436.05+$7.2KHWDVX
9$25,890$733.22$17,315$449.35+$8.6KHWDVX
10$28,456$754.59$18,332$462.70+$10.1KHWDVX

HWDVX vs STAG: Complete Analysis 2026

HWDVXStock

The fund normally invests at least 80% of its assets in a broad range of fixed income securities, including U.S. and non-U.S. government and corporate debt, mortgage-related and other asset-backed securities, loan participations, inflation-protected securities, structured securities, variable, floating, and inverse floating rate instruments and preferred stock. It will invest at least 75% of its net assets in investment grade debt securities; however, the fund has the ability to invest up to 50% of its net assets in securities rated below investment grade. It is non-diversified.

Full HWDVX 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.