HomeCompareSVSCX vs STAG

SVSCX vs STAG: Dividend Comparison 2026

SVSCX yields 3.64% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SVSCX wins by $7.0K in total portfolio value
10 years
SVSCX
SVSCX
● Live price
3.64%
Share price
$55.02
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.3K
Annual income
$459.19
Full SVSCX 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 — SVSCX vs STAG

📍 SVSCX 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 PeriodSVSCXSTAG
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, SVSCX + STAG cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
SVSCX pays
STAG pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

SVSCX
Annual income on $10K today (after 15% tax)
$308.98/yr
After 10yr DRIP, annual income (after tax)
$390.31/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, STAG beats the other by $2.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SVSCX: 50%STAG: 50%
100% STAG50/50100% SVSCX
Portfolio after 10yr
$21.8K
Annual income
$460.95/yr
Blended yield
2.11%
📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

SVSCX
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

SVSCX buys
0
STAG buys
0
No recent congressional trades found for SVSCX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSVSCXSTAG
Forward yield3.64%3.44%
Annual dividend / share$2.00$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$25.3K$18.3K
Annual income after 10y$459.19$462.70
Total dividends collected$4.1K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearSVSCX PortfolioSVSCX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,064$363.50$10,665$345.38+$399.00SVSCX
2$12,214$375.85$11,365$358.01+$849.00SVSCX
3$13,457$387.79$12,099$370.76+$1.4KSVSCX
4$14,798$399.29$12,870$383.63+$1.9KSVSCX
5$16,244$410.37$13,678$396.60+$2.6KSVSCX
6$17,802$421.00$14,526$409.67+$3.3KSVSCX
7$19,479$431.20$15,413$422.82+$4.1KSVSCX
8$21,284$440.96$16,343$436.05+$4.9KSVSCX
9$23,224$450.29$17,315$449.35+$5.9KSVSCX
10$25,309$459.19$18,332$462.70+$7.0KSVSCX

SVSCX vs STAG: Complete Analysis 2026

SVSCXStock

The investment seeks to maximize the total return through investment in equity securities. The fund will invest at least 80% of its net assets (plus borrowings, if any) in equity securities of companies in the Russell 2000® Index, the fund's benchmark. It may invest up to 20% of its net assets in equity securities not included in the Russell 2000® Index.

Full SVSCX 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 →
📬

Get this SVSCX vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

SVSCX vs SCHDSVSCX vs JEPISVSCX vs OSVSCX vs KOSVSCX vs MAINSVSCX vs PLDSVSCX vs EQRSVSCX 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.