Is SMRF or STAG a better dividend investment in 2026?

SMRF currently yields 8.62% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: SMRF offers higher current income.

What is the dividend yield difference between SMRF and STAG?

SMRF has a forward dividend yield of 8.62% ($2.00/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 5.18 percentage points.

Home › Compare › SMRF vs STAG

SMRF vs STAG: Dividend Comparison 2026

SMRF yields 8.62% · STAG yields 3.44%● Live data

vsPost on X →

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

🏆 SMRF wins by $17.1K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SMRF

● Live price

8.62%

Share price

$23.20

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$35.4K

Annual income

$1,485.78

Full SMRF 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 — SMRF vs STAG

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SMRF pays

STAG pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SMRF

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

$732.76/yr

After 10yr DRIP, annual income (after tax)

$1,262.91/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, SMRF beats the other by $869.62/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SMRF: 50%STAG: 50%

100% STAG50/50100% SMRF

Portfolio after 10yr

$26.9K

Annual income

$974.24/yr

Blended yield

3.63%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

SMRF

No analyst data

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.

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SMRF buys

STAG buys

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

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

MetricSMRFSTAG

Forward yield	8.62% ✓	3.44%
Annual dividend / share	$2.00 ✓	$1.24
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0.3% ✓
Portfolio after 10y	$35.4K ✓	$18.3K
Annual income after 10y	$1,485.78 ✓	$462.70
Total dividends collected	$11.8K ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	SMRF Portfolio	SMRF Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,562	$862.07	$10,665	$345.38	+$897.00 → SMRF
2	$13,303	$931.52	$11,365	$358.01	+$1.9K → SMRF
3	$15,236	$1,001.66	$12,099	$370.76	+$3.1K → SMRF
4	$17,374	$1,072.15	$12,870	$383.63	+$4.5K → SMRF
5	$19,733	$1,142.66	$13,678	$396.60	+$6.1K → SMRF
6	$22,328	$1,212.90	$14,526	$409.67	+$7.8K → SMRF
7	$25,173	$1,282.57	$15,413	$422.82	+$9.8K → SMRF
8	$28,287	$1,351.42	$16,343	$436.05	+$11.9K → SMRF
9	$31,686	$1,419.23	$17,315	$449.35	+$14.4K → SMRF
10	$35,390	$1,485.78	$18,332	$462.70	+$17.1K → SMRF

SMRF vs STAG: Complete Analysis 2026

SMRF — Stock

ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETF is an exchange traded fund launched and managed by ALPS Advisors, Inc. It invests in public equity markets. It invests in stocks of companies operating across energy and utilities sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of Nautilus SMR, Nuclear & Technology Index. The fund employs proprietary research to create its portfolio. ALPS ETF Trust - ALPS Nautilus SMR, Nuclear & Technology ETF is domiciled in the United States.

Full SMRF 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 →

📬

Get this SMRF vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SMRF vs SCHD SMRF vs JEPI SMRF vs O SMRF vs KO SMRF vs MAIN SMRF vs PLD SMRF vs EQR SMRF 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.