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SWRLX vs STAG: Dividend Comparison 2026

SWRLX yields 7.27% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SWRLX wins by $14.0K in total portfolio value
10 years
SWRLX
SWRLX
● Live price
7.27%
Share price
$21.11
Annual div
$1.53
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$32.3K
Annual income
$1,152.61
Full SWRLX 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 — SWRLX vs STAG

📍 SWRLX 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 PeriodSWRLXSTAG
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, SWRLX + STAG cover 0 of 12 monthsgood coverage

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

SWRLX
Annual income on $10K today (after 15% tax)
$617.77/yr
After 10yr DRIP, annual income (after tax)
$979.72/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, SWRLX beats the other by $586.42/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

SWRLX: 50%STAG: 50%
100% STAG50/50100% SWRLX
Portfolio after 10yr
$25.3K
Annual income
$807.66/yr
Blended yield
3.19%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

SWRLX
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)

SWRLX buys
0
STAG buys
0
No recent congressional trades found for SWRLX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricSWRLXSTAG
Forward yield7.27%3.44%
Annual dividend / share$1.53$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$32.3K$18.3K
Annual income after 10y$1,152.61$462.70
Total dividends collected$9.4K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearSWRLX PortfolioSWRLX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,427$726.79$10,665$345.38+$762.00SWRLX
2$13,003$776.16$11,365$358.01+$1.6KSWRLX
3$14,738$825.43$12,099$370.76+$2.6KSWRLX
4$16,645$874.40$12,870$383.63+$3.8KSWRLX
5$18,733$922.89$13,678$396.60+$5.1KSWRLX
6$21,015$970.71$14,526$409.67+$6.5KSWRLX
7$23,503$1,017.72$15,413$422.82+$8.1KSWRLX
8$26,212$1,063.78$16,343$436.05+$9.9KSWRLX
9$29,156$1,108.78$17,315$449.35+$11.8KSWRLX
10$32,349$1,152.61$18,332$462.70+$14.0KSWRLX

SWRLX vs STAG: Complete Analysis 2026

SWRLXStock

The investment seeks growth of capital. The fund normally invests at least 80% of its assets in equity securities. It invests primarily in common stocks of companies located in or that conduct their business mainly in one or more foreign countries, which may include emerging markets. The fund will normally be invested in ten or more foreign countries and may invest up to 40% of its assets in any one country. It focuses its investments on developed foreign countries, but may invest up to 25% of its total assets in emerging markets.

Full SWRLX 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.