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SOFIW vs STAG: Dividend Comparison 2026

SOFIW yields 36.36% · STAG yields 3.99%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SOFIW wins by $7.2K in total portfolio value
10 years
SOFIW
SOFIW
● Live price
36.36%
Share price
$5.50
Annual div
$2.00
5Y div CAGR
-50%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.6K
Annual income
$4.80
Full SOFIW 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 — SOFIW vs STAG

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

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

SOFIW
Annual income on $10K today (after 15% tax)
$3,090.91/yr
After 10yr DRIP, annual income (after tax)
$4.08/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 $511.19/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOFIW: 50%STAG: 50%
100% STAG50/50100% SOFIW
Portfolio after 10yr
$23.0K
Annual income
$305.50/yr
Blended yield
1.33%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

SOFIW
Analyst Ratings
1
Buy
Consensus: Buy
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)

SOFIW buys
0
STAG buys
0
No recent congressional trades found for SOFIW or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOFIWSTAG
Forward yield36.36% ✓3.99%
Annual dividend / share$2.00 ✓$1.47
Payout ratio50% ✓72%
1-year div growth0%0.5% ✓
5-year div CAGR-50%1% ✓
Portfolio after 10y$26.6K ✓$19.4K
Annual income after 10y$4.80$606.20 ✓
Total dividends collected$4.1K$5.0K ✓
Payment frequencyquarterlymonthly
SectorStockREIT
Analyst consensusBuyBuy

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

YearSOFIW PortfolioSOFIW Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$12,518$1,818.18$10,723$403.45+$1.8K → SOFIW
2$14,458$1,063.57$11,490$423.42+$3.0K → SOFIW
3$16,044$574.01$12,302$444.01+$3.7K → SOFIW
4$17,465$297.65$13,161$465.24+$4.3K → SOFIW
5$18,839$151.41$14,069$487.12+$4.8K → SOFIW
6$20,234$76.32$15,029$509.63+$5.2K → SOFIW
7$21,688$38.30$16,042$532.80+$5.6K → SOFIW
8$23,226$19.19$17,112$556.61+$6.1K → SOFIW
9$24,861$9.60$18,241$581.08+$6.6K → SOFIW
10$26,606$4.80$19,431$606.20+$7.2K → SOFIW

SOFIW vs STAG: Complete Analysis 2026

SOFIW — Stock

SoFi Technologies, Inc., a finance company, operates an online platform that provides financial services. It offers student loan refinancing, private student loans, personal loans, auto loan refinance, home loans, mortgage loans, and investments, as well as insurance products for renters, homeowners, automobiles, and others. The company was incorporated in 2011 and is based in San Francisco, California.

Full SOFIW 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 →
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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.