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SHIIX vs STAG: Dividend Comparison 2026

SHIIX yields 3.12% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SHIIX wins by $6.1K in total portfolio value
10 years
SHIIX
SHIIX
● Live price
3.12%
Share price
$10.54
Annual div
$0.33
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$24.4K
Annual income
$380.96
Full SHIIX 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 — SHIIX vs STAG

📍 SHIIX 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 PeriodSHIIXSTAG
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, SHIIX + STAG cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

SHIIX
Annual income on $10K today (after 15% tax)
$264.92/yr
After 10yr DRIP, annual income (after tax)
$323.82/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 $69.48/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SHIIX: 50%STAG: 50%
100% STAG50/50100% SHIIX
Portfolio after 10yr
$21.4K
Annual income
$421.83/yr
Blended yield
1.97%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

SHIIX
No analyst data
STAG
Analyst Ratings
9
Buy
9
Hold
3
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SHIIX buys
0
STAG buys
0
No recent congressional trades found for SHIIX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSHIIXSTAG
Forward yield3.12%3.44%
Annual dividend / share$0.33$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$24.4K$18.3K
Annual income after 10y$380.96$462.70
Total dividends collected$3.5K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearSHIIX PortfolioSHIIX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,012$311.67$10,665$345.38+$347.00SHIIX
2$12,103$320.75$11,365$358.01+$738.00SHIIX
3$13,280$329.48$12,099$370.76+$1.2KSHIIX
4$14,547$337.86$12,870$383.63+$1.7KSHIIX
5$15,912$345.90$13,678$396.60+$2.2KSHIIX
6$17,379$353.58$14,526$409.67+$2.9KSHIIX
7$18,956$360.93$15,413$422.82+$3.5KSHIIX
8$20,651$367.93$16,343$436.05+$4.3KSHIIX
9$22,472$374.60$17,315$449.35+$5.2KSHIIX
10$24,426$380.96$18,332$462.70+$6.1KSHIIX

SHIIX vs STAG: Complete Analysis 2026

SHIIXStock

The investment seeks long-term capital appreciation. Under normal market conditions, the fund seeks to achieve its investment objective by investing in put and call options on exchange traded funds ("ETFs") that track the S&P 500 Index ("Index ETFs"), and in fixed income securities. Using a combination of put and call options on index ETF's, the fund's investment sub-advisor, Exceed Advisory LLC initially executes the equity options strategy by seeking to provide an investment vehicle that limits losses to 12.5% when the Index declines in value, and to participate in increases in the index up to approximately 15%.

Full SHIIX 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.