Is SPBC or STAG a better dividend investment in 2026?

SPBC currently yields 0.97% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: STAG offers higher current income.

What is the dividend yield difference between SPBC and STAG?

SPBC has a forward dividend yield of 0.97% ($0.40/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 2.47 percentage points.

Home › Compare › SPBC vs STAG

SPBC vs STAG: Dividend Comparison 2026

SPBC yields 0.97% · STAG yields 3.44%● Live data

vsPost on X →

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

🏆 SPBC wins by $2.7K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SPBC

● Live price

0.97%

Share price

$41.41

Annual div

$0.40

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$21.0K

Annual income

$102.85

Full SPBC calculator →

STAG

STAG Industrial Inc.

● Live price

3.44%

Share price

$36.09

Annual div

$1.24

5Y div CAGR

0.3%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$18.3K

Annual income

$462.22

Full STAG calculator →

Portfolio growth — SPBC vs STAG

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SPBC pays

STAG pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SPBC

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

$82.11/yr

After 10yr DRIP, annual income (after tax)

$87.42/yr

STAG

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

$292.45/yr

After 10yr DRIP, annual income (after tax)

$392.89/yr

At 15% tax rate, STAG beats the other by $305.46/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SPBC: 50%STAG: 50%

100% STAG50/50100% SPBC

Portfolio after 10yr

$19.7K

Annual income

$282.53/yr

Blended yield

1.44%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

SPBC

No analyst data

STAG

Analyst Ratings

Buy

Hold

Sell

Consensus: Buy

Price Target

$45.00

+24.7% 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)

SPBC buys

STAG buys

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

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

MetricSPBCSTAG

Forward yield	0.97%	3.44% ✓
Annual dividend / share	$0.40	$1.24 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0.3% ✓
Portfolio after 10y	$21.0K ✓	$18.3K
Annual income after 10y	$102.85	$462.22 ✓
Total dividends collected	$1.0K	$4.0K ✓
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	SPBC Portfolio	SPBC Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$10,797	$96.60	$10,665	$345.09	+$132.00 → SPBC
2	$11,650	$97.47	$11,364	$357.70	+$286.00 → SPBC
3	$12,564	$98.29	$12,098	$370.43	+$466.00 → SPBC
4	$13,542	$99.06	$12,869	$383.28	+$673.00 → SPBC
5	$14,590	$99.79	$13,677	$396.23	+$913.00 → SPBC
6	$15,712	$100.48	$14,524	$409.27	+$1.2K → SPBC
7	$16,913	$101.13	$15,411	$422.41	+$1.5K → SPBC
8	$18,198	$101.74	$16,339	$435.61	+$1.9K → SPBC
9	$19,574	$102.31	$17,311	$448.89	+$2.3K → SPBC
10	$21,047	$102.85	$18,327	$462.22	+$2.7K → SPBC

SPBC vs STAG: Complete Analysis 2026

SPBC — Stock

The Simplify US Equity PLUS Bitcoin Strategy ETF (SPBC) seeks to provide capital appreciation by providing an efficient way for asset allocators to add Bitcoin exposure to portfolios. The fund targets a 100% investment in US equities while simultaneously providing a 10% exposure to Bitcoin via exchange traded products (including affiliated Bitcoin ETFs). The fund provides operational simplicity for investors by actively managing the rebalancing of the Bitcoin allocation. Rebalancing will generally occur quarterly but can rebalance more frequently to ensure the Bitcoin allocation does not exceed 25% of total assets.

Full SPBC 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 SPBC vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

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