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MVIIX vs STAG: Dividend Comparison 2026

MVIIX yields 1.36% · STAG yields 3.99%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 MVIIX wins by $2.2K in total portfolio value
10 years
MVIIX
MVIIX
● Live price
1.36%
Share price
$19.98
Annual div
$0.27
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$21.6K
Annual income
$149.05
Full MVIIX calculator →
STAG
STAG Industrial Inc.
● Live price
3.99%
Share price
$36.80
Annual div
$1.47
5Y div CAGR
1%
Payout ratio
72%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.4K
Annual income
$606.20
Full STAG calculator →

Portfolio growth — MVIIX vs STAG

📍 MVIIX 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 PeriodMVIIXSTAG
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, MVIIX + STAG cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

MVIIX
Annual income on $10K today (after 15% tax)
$115.97/yr
After 10yr DRIP, annual income (after tax)
$126.69/yr
STAG
Annual income on $10K today (after 15% tax)
$339.54/yr
After 10yr DRIP, annual income (after tax)
$515.27/yr
At 15% tax rate, STAG beats the other by $388.58/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

MVIIX: 50%STAG: 50%
100% STAG50/50100% MVIIX
Portfolio after 10yr
$20.5K
Annual income
$377.63/yr
Blended yield
1.84%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

MVIIX buys
0
STAG buys
0
No recent congressional trades found for MVIIX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricMVIIXSTAG
Forward yield1.36%3.99%
Annual dividend / share$0.27$1.47
Payout ratio50%72%
1-year div growth0%0.5%
5-year div CAGR0%1%
Portfolio after 10y$21.6K$19.4K
Annual income after 10y$149.05$606.20
Total dividends collected$1.4K$5.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearMVIIX PortfolioMVIIX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$10,836$136.44$10,723$403.45+$113.00MVIIX
2$11,733$138.18$11,490$423.42+$243.00MVIIX
3$12,694$139.82$12,302$444.01+$392.00MVIIX
4$13,724$141.38$13,161$465.24+$563.00MVIIX
5$14,828$142.85$14,069$487.12+$759.00MVIIX
6$16,010$144.24$15,029$509.63+$981.00MVIIX
7$17,276$145.55$16,042$532.80+$1.2KMVIIX
8$18,632$146.79$17,112$556.61+$1.5KMVIIX
9$20,085$147.95$18,241$581.08+$1.8KMVIIX
10$21,640$149.05$19,431$606.20+$2.2KMVIIX

MVIIX vs STAG: Complete Analysis 2026

MVIIXStock

The fund invests primarily in U.S. equity securities and seeks to reflect the performance of the U.S. large capitalization value equities market, as measured by the S&P 500 Value Index. Under normal circumstances, it invests at least 80 percent of the value of its assets in securities of, and investments related to, issuers in the fund's benchmark index. The fund seeks to invest in companies aligned with the Stewardship Investing core values.

Full MVIIX Calculator →

STAGREIT

STAG Industrial is a single-tenant industrial REIT paying monthly dividends. Its portfolio of 500+ warehouses and distribution centers benefits from e-commerce growth. Amazon is its largest tenant. Monthly income frequency makes it attractive for investors who prefer regular cash flow over quarterly payments.

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.