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JAGG vs STAG: Dividend Comparison 2026

JAGG yields 4.22% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JAGG wins by $8.0K in total portfolio value
10 years
JAGG
JAGG
● Live price
4.22%
Share price
$47.25
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.3K
Annual income
$553.66
Full JAGG 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 — JAGG vs STAG

📍 JAGG 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 PeriodJAGGSTAG
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, JAGG + STAG cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

JAGG
Annual income on $10K today (after 15% tax)
$358.94/yr
After 10yr DRIP, annual income (after tax)
$470.61/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, JAGG beats the other by $77.72/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

JAGG: 50%STAG: 50%
100% STAG50/50100% JAGG
Portfolio after 10yr
$22.3K
Annual income
$507.94/yr
Blended yield
2.27%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

JAGG
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)

JAGG buys
0
STAG buys
0
No recent congressional trades found for JAGG or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricJAGGSTAG
Forward yield4.22%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$26.3K$18.3K
Annual income after 10y$553.66$462.22
Total dividends collected$4.9K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearJAGG PortfolioJAGG Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,122$422.28$10,665$345.09+$457.00JAGG
2$12,340$438.95$11,364$357.70+$976.00JAGG
3$13,659$455.14$12,098$370.43+$1.6KJAGG
4$15,086$470.83$12,869$383.28+$2.2KJAGG
5$16,628$485.99$13,677$396.23+$3.0KJAGG
6$18,292$500.63$14,524$409.27+$3.8KJAGG
7$20,087$514.71$15,411$422.41+$4.7KJAGG
8$22,022$528.25$16,339$435.61+$5.7KJAGG
9$24,104$541.23$17,311$448.89+$6.8KJAGG
10$26,345$553.66$18,327$462.22+$8.0KJAGG

JAGG vs STAG: Complete Analysis 2026

JAGGStock

Under normal circumstances, the fund invests at least 80% of its assets in bonds denominated in U.S. dollars. The fund is actively managed and seeks to provide long-term return by principally investing in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities, all of which are rated investment grade by a nationally recognized statistical rating organization or that are unrated but are deemed by the fund's adviser, J.P. Morgan Investment Management Inc. to be of comparable quality.

Full JAGG 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.