Is SWHRX or STAG a better dividend investment in 2026?

SWHRX currently yields 10.37% with a 5% 5-year dividend growth rate. STAG yields 3.99% with 1% growth. The better choice depends on your goal: SWHRX offers higher current income.

What is the dividend yield difference between SWHRX and STAG?

SWHRX has a forward dividend yield of 10.37% ($1.48/share annually). STAG yields 3.99% ($1.47/share annually). The yield gap is 6.38 percentage points.

Home › Compare › SWHRX vs STAG

SWHRX vs STAG: Dividend Comparison 2026

SWHRX yields 10.37% · STAG yields 3.99%● Live data

vsPost on X →

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

🏆 SWHRX wins by $20.3K in total portfolio value

INVESTMENT

TIME HORIZON10 years

SWHRX

● Live price

10.37%

Share price

$14.31

Annual div

$1.48

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$39.7K

Annual income

$1,987.05

Full SWHRX calculator →

STAG

STAG Industrial Inc.

● Live price

3.99%

Share price

$36.80

Annual div

$1.47

5Y div CAGR

Payout ratio

72%

After 10 yrs · $10,000 · DRIP

Portfolio value

$19.4K

Annual income

$606.20

Full STAG calculator →

Portfolio growth — SWHRX vs STAG

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

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

SWHRX pays

STAG pays

Both pay

Neither

💰

Tax Bracket Optimizer

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

SWHRX

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

$881.18/yr

After 10yr DRIP, annual income (after tax)

$1,688.99/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, SWHRX beats the other by $1,173.72/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

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

SWHRX: 50%STAG: 50%

100% STAG50/50100% SWHRX

Portfolio after 10yr

$29.6K

Annual income

$1,296.62/yr

Blended yield

4.39%

📊

Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

SWHRX

No analyst data

STAG

Analyst Ratings

Buy

Hold

Sell

Consensus: Buy

Price Target

$45.00

+22.3% 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)

SWHRX buys

STAG buys

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

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

MetricSWHRXSTAG

Forward yield	10.37% ✓	3.99%
Annual dividend / share	$1.48 ✓	$1.47
Payout ratio	50% ✓	72%
1-year div growth	0%	0.5% ✓
5-year div CAGR	0%	1% ✓
Portfolio after 10y	$39.7K ✓	$19.4K
Annual income after 10y	$1,987.05 ✓	$606.20
Total dividends collected	$15.1K ✓	$5.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	SWHRX Portfolio	SWHRX Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,737	$1,036.69	$10,723	$403.45	+$1.0K → SWHRX
2	$13,695	$1,137.13	$11,490	$423.42	+$2.2K → SWHRX
3	$15,894	$1,240.09	$12,302	$444.01	+$3.6K → SWHRX
4	$18,352	$1,345.04	$13,161	$465.24	+$5.2K → SWHRX
5	$21,088	$1,451.41	$14,069	$487.12	+$7.0K → SWHRX
6	$24,123	$1,558.69	$15,029	$509.63	+$9.1K → SWHRX
7	$27,478	$1,666.37	$16,042	$532.80	+$11.4K → SWHRX
8	$31,175	$1,773.95	$17,112	$556.61	+$14.1K → SWHRX
9	$35,238	$1,880.98	$18,241	$581.08	+$17.0K → SWHRX
10	$39,692	$1,987.05	$19,431	$606.20	+$20.3K → SWHRX

SWHRX vs STAG: Complete Analysis 2026

SWHRX — Stock

The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds and Laudus Funds. It may also invest in unaffiliated third party mutual funds (referred to herein as unaffiliated funds and, together with Schwab Funds and Laudus Funds, the underlying funds). The fund invests in the underlying funds in accordance with its target portfolio allocation.

Full SWHRX 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 →

📬

Get this SWHRX vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

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