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SOXM vs STAG: Dividend Comparison 2026

SOXM yields 8.94% · STAG yields 3.99%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SOXM wins by $16.7K in total portfolio value
10 years
SOXM
SOXM
● Live price
8.94%
Share price
$22.36
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$36.2K
Annual income
$1,572.43
Full SOXM 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 — SOXM vs STAG

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

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

SOXM
Annual income on $10K today (after 15% tax)
$760.29/yr
After 10yr DRIP, annual income (after tax)
$1,336.57/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, SOXM beats the other by $821.30/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SOXM: 50%STAG: 50%
100% STAG50/50100% SOXM
Portfolio after 10yr
$27.8K
Annual income
$1,089.32/yr
Blended yield
3.92%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SOXM buys
0
STAG buys
0
No recent congressional trades found for SOXM or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSOXMSTAG
Forward yield8.94% ✓3.99%
Annual dividend / share$2.00 ✓$1.47
Payout ratio50% ✓72%
1-year div growth0%0.5% ✓
5-year div CAGR0%1% ✓
Portfolio after 10y$36.2K ✓$19.4K
Annual income after 10y$1,572.43 ✓$606.20
Total dividends collected$12.3K ✓$5.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearSOXM PortfolioSOXM Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,594$894.45$10,723$403.45+$871.00 → SOXM
2$13,375$969.23$11,490$423.42+$1.9K → SOXM
3$15,357$1,044.95$12,302$444.01+$3.1K → SOXM
4$17,553$1,121.24$13,161$465.24+$4.4K → SOXM
5$19,979$1,197.75$14,069$487.12+$5.9K → SOXM
6$22,652$1,274.14$15,029$509.63+$7.6K → SOXM
7$25,588$1,350.08$16,042$532.80+$9.5K → SOXM
8$28,804$1,425.28$17,112$556.61+$11.7K → SOXM
9$32,320$1,499.48$18,241$581.08+$14.1K → SOXM
10$36,154$1,572.43$19,431$606.20+$16.7K → SOXM

SOXM vs STAG: Complete Analysis 2026

SOXM — Stock

SOXM is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in SOXM shares.

Full SOXM 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.