Is UPBMF or STAG a better dividend investment in 2026?

UPBMF currently yields 4.84% with a 5% 5-year dividend growth rate. STAG yields 3.44% with 1% growth. The better choice depends on your goal: UPBMF offers higher current income.

What is the dividend yield difference between UPBMF and STAG?

UPBMF has a forward dividend yield of 4.84% ($0.17/share annually). STAG yields 3.44% ($1.24/share annually). The yield gap is 1.40 percentage points.

Home › Compare › UPBMF vs STAG

UPBMF vs STAG: Dividend Comparison 2026

UPBMF yields 4.84% · STAG yields 3.44%● Live data

vsPost on X →

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

🏆 UPBMF wins by $4.11M in total portfolio value

INVESTMENT

TIME HORIZON10 years

UPBMF

● Live price

4.84%

Share price

$3.51

Annual div

$0.17

5Y div CAGR

62.1%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$4.13M

Annual income

$3,115,047.92

Full UPBMF 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 — UPBMF vs STAG

📍 UPBMF 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 Period	UPBMF	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%.

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Dividend Calendar Overlap

Combined, UPBMF + STAG cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

UPBMF 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.

UPBMF

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

$411.10/yr

After 10yr DRIP, annual income (after tax)

$2,647,790.73/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, UPBMF beats the other by $2,647,397.84/year in after-tax income after 10 years on $10,000

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Lazy Portfolio Split Optimizer

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

UPBMF: 50%STAG: 50%

100% STAG50/50100% UPBMF

Portfolio after 10yr

$2.07M

Annual income

$1,557,755.07/yr

Blended yield

75.17%

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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

UPBMF

No analyst data

Altman Z

15.3

Piotroski

5/9

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.

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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

UPBMF buys

STAG buys

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

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

MetricUPBMFSTAG

Forward yield	4.84% ✓	3.44%
Annual dividend / share	$0.17	$1.24 ✓
Payout ratio	50%	50%
1-year div growth	0%	0%
5-year div CAGR	62.1% ✓	0.3%
Portfolio after 10y	$4.13M	$18.3K ✓
Annual income after 10y	$3,115,047.92 ✓	$462.22
Total dividends collected	$4.01M ✓	$4.0K
Payment frequency	quarterly	monthly
Sector	Stock	REIT

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

Year	UPBMF Portfolio	UPBMF Income/yr	STAG Portfolio	STAG Income/yr	Gap
1← crossover	$11,484	$784.00	$10,665	$345.09	+$819.00 → UPBMF
2	$13,652	$1,363.97	$11,364	$357.70	+$2.3K → UPBMF
3	$17,064	$2,456.43	$12,098	$370.43	+$5.0K → UPBMF
4	$22,910	$4,651.47	$12,869	$383.28	+$10.0K → UPBMF
5	$33,974	$9,460.92	$13,677	$396.23	+$20.3K → UPBMF
6	$57,608	$21,255.08	$14,524	$409.27	+$43.1K → UPBMF
7	$116,240	$54,599.70	$15,411	$422.41	+$100.8K → UPBMF
8	$291,280	$166,903.01	$16,339	$435.61	+$274.9K → UPBMF
9	$945,274	$633,604.45	$17,311	$448.89	+$928.0K → UPBMF
10	$4,126,491	$3,115,047.92	$18,327	$462.22	+$4.11M → UPBMF

UPBMF vs STAG: Complete Analysis 2026

UPBMF — Stock

United Plantations Bhd. engages in the cultivation and processing of palm oil, coconut and other plantation crops. It operates through the following segments: Plantations, Palm Oil Refining and Others. The Plantations segment offers business of oil palm and coconut cultivation and processing on its plantations. The Palm Oil Refining segment focuses on the business of palm oil processing, manufacturing of edible oils, fats, cocoa butter substitute and trading in crude palm oil, and palm oil products. The Others segment consist of bulking facilities which carry on the business of handling and storage of vegetable oils and molasses. The company was founded by Aage Westenholz in 1906 and is headquartered in Teluk Intan, Malaysia.

Full UPBMF 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 →

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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.