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USAX vs STAG: Dividend Comparison 2026

USAX yields 17.29% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 USAX wins by $43.4K in total portfolio value
10 years
USAX
USAX
● Live price
17.29%
Share price
$11.57
Annual div
$2.00
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$61.7K
Annual income
$4,986.69
Full USAX 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 — USAX vs STAG

📍 USAX 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 PeriodUSAXSTAG
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, USAX + STAG cover 0 of 12 monthsgood coverage

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

USAX
Annual income on $10K today (after 15% tax)
$1,469.32/yr
After 10yr DRIP, annual income (after tax)
$4,238.69/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, USAX beats the other by $3,845.80/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

USAX: 50%STAG: 50%
100% STAG50/50100% USAX
Portfolio after 10yr
$40.0K
Annual income
$2,724.45/yr
Blended yield
6.81%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

USAX
No analyst data
STAG
Analyst Ratings
9
Buy
9
Hold
3
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.
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

USAX buys
0
STAG buys
0
No recent congressional trades found for USAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricUSAXSTAG
Forward yield17.29%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$61.7K$18.3K
Annual income after 10y$4,986.69$462.22
Total dividends collected$32.4K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearUSAX PortfolioUSAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$12,429$1,728.61$10,665$345.09+$1.8KUSAX
2$15,306$2,007.87$11,364$357.70+$3.9KUSAX
3$18,689$2,311.02$12,098$370.43+$6.6KUSAX
4$22,634$2,637.12$12,869$383.28+$9.8KUSAX
5$27,204$2,984.89$13,677$396.23+$13.5KUSAX
6$32,461$3,352.77$14,524$409.27+$17.9KUSAX
7$38,472$3,738.96$15,411$422.41+$23.1KUSAX
8$45,306$4,141.46$16,339$435.61+$29.0KUSAX
9$53,036$4,558.11$17,311$448.89+$35.7KUSAX
10$61,735$4,986.69$18,327$462.22+$43.4KUSAX

USAX vs STAG: Complete Analysis 2026

USAXStock

USAX is a short-term tactical tool that aims to deliver twice (200%) the daily performance of USA Rare Earth, Inc. (USAR), before fees and expenses. The fund primarily enters into total return swap agreements with major global financial institutions that mirror USARs daily returns. In case swaps are unavailable or less efficient, the fund may use FLEX call options or directly hold USAR stock. Purchasers holding shares for longer than a day will need to monitor and rebalance their position frequently to attempt to achieve the 2x multiple. Purchasers should conduct their own individual stock research prior to initiating a position and trade with conviction. Due to the complexities of the product, shares tend to perform as anticipated only when the underlying shares are trending, and holders are on the positive corresponding side of that trade. The remaining cash is invested in collaterals such as US Treasuries, money market funds, or short-term corporate debt.

Full USAX 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.