HomeCompareIYGIX vs STAG

IYGIX vs STAG: Dividend Comparison 2026

IYGIX yields 8.63% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 IYGIX wins by $17.1K in total portfolio value
10 years
IYGIX
IYGIX
● Live price
8.63%
Share price
$35.55
Annual div
$3.07
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.4K
Annual income
$1,488.62
Full IYGIX 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 — IYGIX vs STAG

📍 IYGIX 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 PeriodIYGIXSTAG
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, IYGIX + STAG cover 0 of 12 monthsgood coverage

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

IYGIX
Annual income on $10K today (after 15% tax)
$733.68/yr
After 10yr DRIP, annual income (after tax)
$1,265.33/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, IYGIX beats the other by $872.03/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

IYGIX: 50%STAG: 50%
100% STAG50/50100% IYGIX
Portfolio after 10yr
$26.9K
Annual income
$975.66/yr
Blended yield
3.63%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

IYGIX
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

IYGIX buys
0
STAG buys
0
No recent congressional trades found for IYGIX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricIYGIXSTAG
Forward yield8.63%3.44%
Annual dividend / share$3.07$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$35.4K$18.3K
Annual income after 10y$1,488.62$462.70
Total dividends collected$11.8K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearIYGIX PortfolioIYGIX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,563$863.15$10,665$345.38+$898.00IYGIX
2$13,305$932.78$11,365$358.01+$1.9KIYGIX
3$15,240$1,003.10$12,099$370.76+$3.1KIYGIX
4$17,380$1,073.78$12,870$383.63+$4.5KIYGIX
5$19,741$1,144.48$13,678$396.60+$6.1KIYGIX
6$22,338$1,214.92$14,526$409.67+$7.8KIYGIX
7$25,187$1,284.79$15,413$422.82+$9.8KIYGIX
8$28,304$1,353.85$16,343$436.05+$12.0KIYGIX
9$31,707$1,421.86$17,315$449.35+$14.4KIYGIX
10$35,415$1,488.62$18,332$462.70+$17.1KIYGIX

IYGIX vs STAG: Complete Analysis 2026

IYGIXStock

The fund seeks to achieve its objective by investing primarily in a portfolio of common stocks issued by large-capitalization, growth-oriented companies that the manager believes have a competitively advantaged business model, thereby eluding competition, and have the ability to sustain growth over the long term beyond investors’ expectations. Under normal circumstances, the fund invests at least 80% of its net assets in large-capitalization companies, which typically are companies with market capitalizations of at least $10 billion at the time of acquisition. It is non-diversified.

Full IYGIX 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.