Is RATE or STAG a better dividend investment in 2026?

RATE currently yields 0.58% with a 5% 5-year dividend growth rate. STAG yields 3.99% with 1% growth. The better choice depends on your goal: STAG offers higher current income.

What is the dividend yield difference between RATE and STAG?

RATE has a forward dividend yield of 0.58% ($0.10/share annually). STAG yields 3.99% ($1.47/share annually). The yield gap is 3.41 percentage points.

Home › Compare › RATE vs STAG

RATE vs STAG: Dividend Comparison 2026

RATE yields 0.58% · STAG yields 3.99%● Live data

vsPost on X →

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

🏆 RATE wins by $1.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

RATE

● Live price

0.58%

Share price

$17.32

Annual div

$0.10

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$20.5K

Annual income

$59.96

Full RATE calculator →

STAG

STAG Industrial Inc.

● Live price

3.99%

Share price

$36.80

Annual div

$1.47

5Y div CAGR

Payout ratio

72%

After 10 yrs · $10,000 · DRIP

Portfolio value

$19.4K

Annual income

$606.20

Full STAG calculator →

Portfolio growth — RATE vs STAG

📍 RATE pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	RATE	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%.

📅

Dividend Calendar Overlap

Combined, RATE + STAG cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

RATE pays

STAG pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

RATE

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

$49.09/yr

After 10yr DRIP, annual income (after tax)

$50.97/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 $464.30/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

RATE: 50%STAG: 50%

100% STAG50/50100% RATE

Portfolio after 10yr

$20.0K

Annual income

$333.08/yr

Blended yield

1.67%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

RATE

No analyst data

Altman Z

4.1

Piotroski

4/9

STAG

Analyst Ratings

Buy

Hold

Sell

Consensus: Buy

Price Target

$45.00

+22.3% 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)

RATE buys

STAG buys

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

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

MetricRATESTAG

Forward yield	0.58%	3.99% ✓
Annual dividend / share	$0.10	$1.47 ✓
Payout ratio	50% ✓	72%
1-year div growth	0%	0.5% ✓
5-year div CAGR	0%	1% ✓
Portfolio after 10y	$20.5K ✓	$19.4K
Annual income after 10y	$59.96	$606.20 ✓
Total dividends collected	$590.00 ✓	$5.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	RATE Portfolio	RATE Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$10,758	$57.75	$10,723	$403.45	+$35.00 → RATE
2	$11,569	$58.07	$11,490	$423.42	+$79.00 → RATE
3	$12,437	$58.36	$12,302	$444.01	+$135.00 → RATE
4	$13,366	$58.63	$13,161	$465.24	+$205.00 → RATE
5	$14,361	$58.89	$14,069	$487.12	+$292.00 → RATE
6	$15,425	$59.13	$15,029	$509.63	+$396.00 → RATE
7	$16,564	$59.36	$16,042	$532.80	+$522.00 → RATE
8	$17,783	$59.58	$17,112	$556.61	+$671.00 → RATE
9	$19,088	$59.78	$18,241	$581.08	+$847.00 → RATE
10	$20,484	$59.96	$19,431	$606.20	+$1.1K → RATE

RATE vs STAG: Complete Analysis 2026

RATE — Stock

The fund is an actively managed exchange traded fund that seeks to achieve its investment objective primarily by investing in (1) long put options position(s) on exchange traded funds that primarily invest in U.S. Treasuries and/or long put options position(s) on U.S. Treasury futures, and/or (2) long interest rate payer swap options (“swaptions”). The fund is non-diversified.

Full RATE Calculator →

STAG — REIT

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 →

📬

Get this RATE vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

RATE vs SCHD RATE vs JEPI RATE vs O RATE vs KO RATE vs MAIN RATE vs PLD RATE vs EQR RATE vs VICI

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.