Is SVAIX or STAG a better dividend investment in 2026?

SVAIX currently yields 6.26% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: SVAIX offers higher current income.

What is the dividend yield difference between SVAIX and STAG?

SVAIX has a forward dividend yield of 6.26% ($0.43/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 2.82 percentage points.

Home › Compare › SVAIX vs STAG

SVAIX vs STAG: Dividend Comparison 2026

SVAIX yields 6.26% · STAG yields 3.44%● Live data

vsPost on X →

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

🏆 SVAIX wins by $11.9K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SVAIX

● Live price

6.26%

Share price

$6.87

Annual div

$0.43

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$30.2K

Annual income

$931.57

Full SVAIX 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 — SVAIX vs STAG

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SVAIX pays

STAG pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SVAIX

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

$531.68/yr

After 10yr DRIP, annual income (after tax)

$791.83/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, SVAIX beats the other by $398.95/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SVAIX: 50%STAG: 50%

100% STAG50/50100% SVAIX

Portfolio after 10yr

$24.3K

Annual income

$696.89/yr

Blended yield

2.87%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

SVAIX

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)

SVAIX buys

STAG buys

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

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

MetricSVAIXSTAG

Forward yield	6.26% ✓	3.44%
Annual dividend / share	$0.43	$1.24 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	0%	0.3% ✓
Portfolio after 10y	$30.2K ✓	$18.3K
Annual income after 10y	$931.57 ✓	$462.22
Total dividends collected	$7.8K ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	SVAIX Portfolio	SVAIX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,326	$625.50	$10,665	$345.09	+$661.00 → SVAIX
2	$12,780	$662.07	$11,364	$357.70	+$1.4K → SVAIX
3	$14,373	$698.24	$12,098	$370.43	+$2.3K → SVAIX
4	$16,113	$733.89	$12,869	$383.28	+$3.2K → SVAIX
5	$18,010	$768.91	$13,677	$396.23	+$4.3K → SVAIX
6	$20,074	$803.20	$14,524	$409.27	+$5.5K → SVAIX
7	$22,316	$836.68	$15,411	$422.41	+$6.9K → SVAIX
8	$24,747	$869.27	$16,339	$435.61	+$8.4K → SVAIX
9	$27,380	$900.92	$17,311	$448.89	+$10.1K → SVAIX
10	$30,229	$931.57	$18,327	$462.22	+$11.9K → SVAIX

SVAIX vs STAG: Complete Analysis 2026

SVAIX — Stock

The fund pursues its investment objective by investing primarily in high dividend-paying common stocks with dividend growth potential. The Adviser’s security selection process involves prioritizing stocks based on attractive combinations of dividend yield and dividend growth potential over time following review of appropriate fundamental criteria, including, but not limited to, balance sheet strength, earnings growth, and cash flow durability. The fund may use derivative contracts, such as forward contracts, to manage or hedge the fund's currency exposure.

Full SVAIX 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 SVAIX vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

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