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IHGIX vs STAG: Dividend Comparison 2026

IHGIX yields 12.98% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 IHGIX wins by $6.3K in total portfolio value
10 years
IHGIX
IHGIX
● Live price
12.98%
Share price
$33.37
Annual div
$4.33
5Y div CAGR
-31.4%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.6K
Annual income
$37.40
Full IHGIX 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 — IHGIX vs STAG

📍 IHGIX 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 PeriodIHGIXSTAG
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, IHGIX + STAG cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

IHGIX
Annual income on $10K today (after 15% tax)
$1,103.22/yr
After 10yr DRIP, annual income (after tax)
$31.79/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, STAG beats the other by $361.50/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IHGIX: 50%STAG: 50%
100% STAG50/50100% IHGIX
Portfolio after 10yr
$21.5K
Annual income
$250.05/yr
Blended yield
1.16%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

IHGIX
No analyst data
Altman Z
13.0
Piotroski
6/9
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)

IHGIX buys
0
STAG buys
0
No recent congressional trades found for IHGIX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIHGIXSTAG
Forward yield12.98%3.44%
Annual dividend / share$4.33$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR-31.4%0.3%
Portfolio after 10y$24.6K$18.3K
Annual income after 10y$37.40$462.70
Total dividends collected$3.1K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearIHGIX PortfolioIHGIX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,590$890.36$10,665$345.38+$925.00IHGIX
2$13,063$661.61$11,365$358.01+$1.7KIHGIX
3$14,456$478.08$12,099$370.76+$2.4KIHGIX
4$15,807$339.18$12,870$383.63+$2.9KIHGIX
5$17,151$237.78$13,678$396.60+$3.5KIHGIX
6$18,517$165.41$14,526$409.67+$4.0KIHGIX
7$19,928$114.49$15,413$422.82+$4.5KIHGIX
8$21,402$79.00$16,343$436.05+$5.1KIHGIX
9$22,954$54.39$17,315$449.35+$5.6KIHGIX
10$24,599$37.40$18,332$462.70+$6.3KIHGIX

IHGIX vs STAG: Complete Analysis 2026

IHGIXStock

The investment seeks a high level of current income consistent with growth of capital. The fund invests primarily in a portfolio of equity securities that typically have above average dividend yields and whose prospects for capital appreciation are considered favorable by the sub-adviser. Under normal market and economic conditions, at least 80% of its net assets are invested in dividend paying equity securities. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

Full IHGIX 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.