HomeCompareIIBZX vs STAG

IIBZX vs STAG: Dividend Comparison 2026

IIBZX yields 4.30% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IIBZX wins by $8.2K in total portfolio value
10 years
IIBZX
IIBZX
● Live price
4.30%
Share price
$8.76
Annual div
$0.38
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$567.36
Full IIBZX 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 — IIBZX vs STAG

📍 IIBZX 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 PeriodIIBZXSTAG
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, IIBZX + STAG cover 0 of 12 monthsgood coverage

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

IIBZX
Annual income on $10K today (after 15% tax)
$365.92/yr
After 10yr DRIP, annual income (after tax)
$482.26/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, IIBZX beats the other by $88.96/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IIBZX: 50%STAG: 50%
100% STAG50/50100% IIBZX
Portfolio after 10yr
$22.4K
Annual income
$515.03/yr
Blended yield
2.30%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

IIBZX
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)

IIBZX buys
0
STAG buys
0
No recent congressional trades found for IIBZX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIIBZXSTAG
Forward yield4.30%3.44%
Annual dividend / share$0.38$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$26.5K$18.3K
Annual income after 10y$567.36$462.70
Total dividends collected$5.0K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearIIBZX PortfolioIIBZX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,130$430.49$10,665$345.38+$465.00IIBZX
2$12,357$447.81$11,365$358.01+$992.00IIBZX
3$13,687$464.65$12,099$370.76+$1.6KIIBZX
4$15,126$480.98$12,870$383.63+$2.3KIIBZX
5$16,682$496.77$13,678$396.60+$3.0KIIBZX
6$18,362$512.02$14,526$409.67+$3.8KIIBZX
7$20,174$526.71$15,413$422.82+$4.8KIIBZX
8$22,127$540.83$16,343$436.05+$5.8KIIBZX
9$24,230$554.38$17,315$449.35+$6.9KIIBZX
10$26,493$567.36$18,332$462.70+$8.2KIIBZX

IIBZX vs STAG: Complete Analysis 2026

IIBZXStock

Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of bonds, including but not limited to corporate, government and mortgage bonds, which, at the time of purchase, are rated investment-grade (e.g., rated at least BBB- by S&P Global Ratings or Baa3 by Moody's Investors Service, Inc.) or have an equivalent rating by a nationally recognized statistical rating organization ("NRSRO"), or are of comparable quality if unrated.

Full IIBZX 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.