Is PTOAX or STAG a better dividend investment in 2026?

PTOAX currently yields 18.64% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: PTOAX offers higher current income.

What is the dividend yield difference between PTOAX and STAG?

PTOAX has a forward dividend yield of 18.64% ($2.13/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 15.20 percentage points.

Home › Compare › PTOAX vs STAG

PTOAX vs STAG: Dividend Comparison 2026

PTOAX yields 18.64% · STAG yields 3.44%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 PTOAX wins by $4.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

PTOAX

● Live price

18.64%

Share price

$11.43

Annual div

$2.13

5Y div CAGR

-50%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$23.1K

Annual income

$2.13

Full PTOAX 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 — PTOAX vs STAG

📍 PTOAX 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 Period	PTOAX	STAG
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, PTOAX + STAG cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

PTOAX 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.

PTOAX

Annual income on $10K today (after 15% tax)

$1,584.47/yr

After 10yr DRIP, annual income (after tax)

$1.81/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 $391.48/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

PTOAX: 50%STAG: 50%

100% STAG50/50100% PTOAX

Portfolio after 10yr

$20.7K

Annual income

$232.42/yr

Blended yield

1.12%

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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

PTOAX

No analyst data

Altman Z

20.0

Piotroski

3/9

STAG

Analyst Ratings

Buy

Hold

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)

PTOAX buys

STAG buys

No recent congressional trades found for PTOAX or STAG in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricPTOAXSTAG

Forward yield	18.64% ✓	3.44%
Annual dividend / share	$2.13 ✓	$1.24
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	-50%	0.3% ✓
Portfolio after 10y	$23.1K ✓	$18.3K
Annual income after 10y	$2.13	$462.70 ✓
Total dividends collected	$2.0K	$4.0K ✓
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	PTOAX Portfolio	PTOAX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,632	$932.04	$10,665	$345.38	+$967.00 → PTOAX
2	$12,953	$506.62	$11,365	$358.01	+$1.6K → PTOAX
3	$14,123	$263.62	$12,099	$370.76	+$2.0K → PTOAX
4	$15,246	$134.32	$12,870	$383.63	+$2.4K → PTOAX
5	$16,381	$67.76	$13,678	$396.60	+$2.7K → PTOAX
6	$17,562	$34.02	$14,526	$409.67	+$3.0K → PTOAX
7	$18,808	$17.04	$15,413	$422.82	+$3.4K → PTOAX
8	$20,133	$8.53	$16,343	$436.05	+$3.8K → PTOAX
9	$21,547	$4.27	$17,315	$449.35	+$4.2K → PTOAX
10	$23,057	$2.13	$18,332	$462.70	+$4.7K → PTOAX

PTOAX vs STAG: Complete Analysis 2026

PTOAX — Stock

The fund seeks to exceed the total return of the S&P 500 Index by investing under normal circumstances in S&P 500 Index derivatives, backed by a portfolio of fixed income instruments. "Fixed income instruments" include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. The fund will normally limit its foreign currency exposure (from non-U.S. dollar-denominated securities or currencies) to 35% of its total assets.

Full PTOAX Calculator →

STAG — REIT

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.