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SPIIX vs STAG: Dividend Comparison 2026

SPIIX yields 8.82% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPIIX wins by $17.5K in total portfolio value
10 years
SPIIX
SPIIX
● Live price
8.82%
Share price
$98.06
Annual div
$8.65
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$35.9K
Annual income
$1,539.47
Full SPIIX 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 — SPIIX vs STAG

📍 SPIIX 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 PeriodSPIIXSTAG
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, SPIIX + STAG cover 0 of 12 monthsgood coverage

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

SPIIX
Annual income on $10K today (after 15% tax)
$749.92/yr
After 10yr DRIP, annual income (after tax)
$1,308.55/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, SPIIX beats the other by $915.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SPIIX: 50%STAG: 50%
100% STAG50/50100% SPIIX
Portfolio after 10yr
$27.1K
Annual income
$1,001.08/yr
Blended yield
3.69%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

SPIIX
No analyst data
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SPIIX buys
0
STAG buys
0
No recent congressional trades found for SPIIX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSPIIXSTAG
Forward yield8.82%3.44%
Annual dividend / share$8.65$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$35.9K$18.3K
Annual income after 10y$1,539.47$462.70
Total dividends collected$12.1K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearSPIIX PortfolioSPIIX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,582$882.26$10,665$345.38+$917.00SPIIX
2$13,348$955.00$11,365$358.01+$2.0KSPIIX
3$15,311$1,028.59$12,099$370.76+$3.2KSPIIX
4$17,485$1,102.67$12,870$383.63+$4.6KSPIIX
5$19,886$1,176.89$13,678$396.60+$6.2KSPIIX
6$22,529$1,250.92$14,526$409.67+$8.0KSPIIX
7$25,431$1,324.46$15,413$422.82+$10.0KSPIIX
8$28,608$1,397.23$16,343$436.05+$12.3KSPIIX
9$32,080$1,468.97$17,315$449.35+$14.8KSPIIX
10$35,865$1,539.47$18,332$462.70+$17.5KSPIIX

SPIIX vs STAG: Complete Analysis 2026

SPIIXStock

The investment seeks investment results that correspond to the aggregate price and dividend performance of the securities in the S&P 500 Index. The fund invests substantially all of its assets (at least 80%) in securities listed in the S&P 500 Index, which is composed of approximately 500 leading U.S. publicly traded companies from a broad range of industries (mostly common stocks). The manager expects the fund&#39;s investment result to correspond to the aggregate price and dividend performance of the S&P 500 Index before the fees and expenses of the fund. The fund generally gives the same weight to a given stock as the S&P 500 Index does.

Full SPIIX 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.