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SMTAX vs STAG: Dividend Comparison 2026

SMTAX yields 5.82% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 SMTAX wins by $14731.55M in total portfolio value
10 years
SMTAX
SMTAX
● Live price
5.82%
Share price
$22.62
Annual div
$1.32
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$14731.57M
Annual income
$14,260,752,278.22
Full SMTAX 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 — SMTAX vs STAG

📍 SMTAX 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 PeriodSMTAXSTAG
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, SMTAX + STAG cover 0 of 12 monthsgood coverage

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

SMTAX
Annual income on $10K today (after 15% tax)
$494.59/yr
After 10yr DRIP, annual income (after tax)
$12,121,639,436.49/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, SMTAX beats the other by $12,121,639,043.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SMTAX: 50%STAG: 50%
100% STAG50/50100% SMTAX
Portfolio after 10yr
$7365.79M
Annual income
$7,130,376,370.46/yr
Blended yield
96.80%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

SMTAX
No analyst data
Altman Z
0.3
Piotroski
5/9
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)

SMTAX buys
0
STAG buys
0
No recent congressional trades found for SMTAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSMTAXSTAG
Forward yield5.82%3.44%
Annual dividend / share$1.32$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0.3%
Portfolio after 10y$14731.57M$18.3K
Annual income after 10y$14,260,752,278.22$462.70
Total dividends collected$14698.88M$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearSMTAX PortfolioSMTAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,864$1,163.75$10,665$345.38+$1.2KSMTAX
2$15,275$2,580.64$11,365$358.01+$3.9KSMTAX
3$22,555$6,210.53$12,099$370.76+$10.5KSMTAX
4$41,274$17,140.89$12,870$383.63+$28.4KSMTAX
5$102,794$58,630.59$13,678$396.60+$89.1KSMTAX
6$382,924$272,934.68$14,526$409.67+$368.4KSMTAX
7$2,310,149$1,900,420.18$15,413$422.82+$2.29MSMTAX
8$23,901,893$21,430,033.68$16,343$436.05+$23.89MSMTAX
9$440,014,707$414,439,681.03$17,315$449.35+$440.00MSMTAX
10$14,731,568,015$14,260,752,278.22$18,332$462.70+$14731.55MSMTAX

SMTAX vs STAG: Complete Analysis 2026

SMTAXStock

The investment seeks high total return with a shift to current income and some capital appreciation over time as the fund approaches and passes the target retirement date. The fund is generally intended for investors who plan to retire around the year 2040 and then withdraw their investment in the fund throughout retirement. It is designed to provide exposure to equity, fixed income and cash/cash equivalent asset classes by investing in mutual funds and ETFs within the same group of investment companies, passive ETFs that are managed by unaffiliated investment advisers in certain limited instances and/or direct investments in other financial instruments.

Full SMTAX 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.