HomeCompareTAAAX vs STAG

TAAAX vs STAG: Dividend Comparison 2026

TAAAX yields 7.82% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 TAAAX wins by $15.2K in total portfolio value
10 years
TAAAX
TAAAX
● Live price
7.82%
Share price
$19.45
Annual div
$1.52
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$33.6K
Annual income
$1,283.85
Full TAAAX 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 — TAAAX vs STAG

📍 TAAAX 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 PeriodTAAAXSTAG
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, TAAAX + STAG cover 0 of 12 monthsgood coverage

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

TAAAX
Annual income on $10K today (after 15% tax)
$664.95/yr
After 10yr DRIP, annual income (after tax)
$1,091.27/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, TAAAX beats the other by $697.98/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

TAAAX: 50%STAG: 50%
100% STAG50/50100% TAAAX
Portfolio after 10yr
$25.9K
Annual income
$873.28/yr
Blended yield
3.37%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

TAAAX
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)

TAAAX buys
0
STAG buys
0
No recent congressional trades found for TAAAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricTAAAXSTAG
Forward yield7.82%3.44%
Annual dividend / share$1.52$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$33.6K$18.3K
Annual income after 10y$1,283.85$462.70
Total dividends collected$10.4K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearTAAAX PortfolioTAAAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,482$782.30$10,665$345.38+$817.00TAAAX
2$13,126$839.49$11,365$358.01+$1.8KTAAAX
3$14,941$896.86$12,099$370.76+$2.8KTAAAX
4$16,941$954.13$12,870$383.63+$4.1KTAAAX
5$19,138$1,011.07$13,678$396.60+$5.5KTAAAX
6$21,545$1,067.47$14,526$409.67+$7.0KTAAAX
7$24,177$1,123.11$15,413$422.82+$8.8KTAAAX
8$27,047$1,177.82$16,343$436.05+$10.7KTAAAX
9$30,171$1,231.45$17,315$449.35+$12.9KTAAAX
10$33,567$1,283.85$18,332$462.70+$15.2KTAAAX

TAAAX vs STAG: Complete Analysis 2026

TAAAXStock

The investment seeks long-term capital growth. The fund pursues its objective by investing in a combination of other funds managed by the Adviser and directly held financial instruments. It is designed for investors who seek greater long-term capital growth and are comfortable with higher levels of risk and volatility. The fund allocates 75%-100% of its assets in equity securities, and 0%-25% in debt securities.

Full TAAAX 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.