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SFAAX vs STAG: Dividend Comparison 2026

SFAAX yields 13.01% · STAG yields 3.99%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SFAAX wins by $27.7K in total portfolio value
10 years
SFAAX
SFAAX
● Live price
13.01%
Share price
$36.96
Annual div
$4.81
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$47.1K
Annual income
$2,922.57
Full SFAAX 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 — SFAAX vs STAG

📍 SFAAX 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 PeriodSFAAXSTAG
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, SFAAX + STAG cover 0 of 12 monthsgood coverage

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

SFAAX
Annual income on $10K today (after 15% tax)
$1,106.03/yr
After 10yr DRIP, annual income (after tax)
$2,484.18/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, SFAAX beats the other by $1,968.91/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SFAAX: 50%STAG: 50%
100% STAG50/50100% SFAAX
Portfolio after 10yr
$33.3K
Annual income
$1,764.39/yr
Blended yield
5.30%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

SFAAX
No analyst data
STAG
Analyst Ratings
9
Buy
9
Hold
3
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)

SFAAX buys
0
STAG buys
0
No recent congressional trades found for SFAAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSFAAXSTAG
Forward yield13.01%3.99%
Annual dividend / share$4.81$1.47
Payout ratio50%72%
1-year div growth0%0.5%
5-year div CAGR0%1%
Portfolio after 10y$47.1K$19.4K
Annual income after 10y$2,922.57$606.20
Total dividends collected$20.9K$5.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearSFAAX PortfolioSFAAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$12,001$1,301.21$10,723$403.45+$1.3KSFAAX
2$14,301$1,459.44$11,490$423.42+$2.8KSFAAX
3$16,927$1,625.31$12,302$444.01+$4.6KSFAAX
4$19,910$1,797.95$13,161$465.24+$6.7KSFAAX
5$23,280$1,976.43$14,069$487.12+$9.2KSFAAX
6$27,069$2,159.79$15,029$509.63+$12.0KSFAAX
7$31,311$2,347.06$16,042$532.80+$15.3KSFAAX
8$36,040$2,537.24$17,112$556.61+$18.9KSFAAX
9$41,293$2,729.39$18,241$581.08+$23.1KSFAAX
10$47,106$2,922.57$19,431$606.20+$27.7KSFAAX

SFAAX vs STAG: Complete Analysis 2026

SFAAXStock

The investment seeks long-term total return, consisting of capital appreciation and current income. The fund invests at least 80% of its net assets in equity and fixed income securities designed to replicate the holdings and weightings of the securities comprising the S&P 500 Index and Bloomberg U.S. Treasury Index. It seeks to achieve its investment objective by allocating up to 75% of its assets in equity securities and up to 55% of its assets in fixed income securities.

Full SFAAX 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.