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IBMJ vs STAG: Dividend Comparison 2026

IBMJ yields 7.82% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IBMJ wins by $15.2K in total portfolio value
10 years
IBMJ
IBMJ
● Live price
7.82%
Share price
$25.57
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.6K
Annual income
$1,283.53
Full IBMJ 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 — IBMJ vs STAG

📍 IBMJ 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 PeriodIBMJSTAG
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, IBMJ + STAG cover 0 of 12 monthsgood coverage

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

IBMJ
Annual income on $10K today (after 15% tax)
$664.84/yr
After 10yr DRIP, annual income (after tax)
$1,091.00/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, IBMJ beats the other by $698.11/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IBMJ: 50%STAG: 50%
100% STAG50/50100% IBMJ
Portfolio after 10yr
$25.9K
Annual income
$872.88/yr
Blended yield
3.36%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

IBMJ
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)

IBMJ buys
0
STAG buys
0
No recent congressional trades found for IBMJ or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIBMJSTAG
Forward yield7.82%3.44%
Annual dividend / share$2.00$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$33.6K$18.3K
Annual income after 10y$1,283.53$462.22
Total dividends collected$10.4K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearIBMJ PortfolioIBMJ Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,482$782.17$10,665$345.09+$817.00IBMJ
2$13,125$839.34$11,364$357.70+$1.8KIBMJ
3$14,941$896.68$12,098$370.43+$2.8KIBMJ
4$16,940$953.94$12,869$383.28+$4.1KIBMJ
5$19,137$1,010.86$13,677$396.23+$5.5KIBMJ
6$21,544$1,067.23$14,524$409.27+$7.0KIBMJ
7$24,175$1,122.85$15,411$422.41+$8.8KIBMJ
8$27,045$1,177.55$16,339$435.61+$10.7KIBMJ
9$30,169$1,231.15$17,311$448.89+$12.9KIBMJ
10$33,564$1,283.53$18,327$462.22+$15.2KIBMJ

IBMJ vs STAG: Complete Analysis 2026

IBMJStock

The investment seeks to track the investment results of the S&P AMT-Free Municipal Series Dec 2021 IndexTM, which measures the performance of investment-grade, non-callable U.S. municipal bonds maturing in 2021. The fund generally will invest at least 90% of its assets in the component securities of the underlying index, and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying index, but which BFA believes will help the fund track the underlying index.

Full IBMJ 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.