HomeCompareVBTIX vs STAG

VBTIX vs STAG: Dividend Comparison 2026

VBTIX yields 3.62% · STAG yields 3.99%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VBTIX wins by $5.8K in total portfolio value
10 years
VBTIX
VBTIX
● Live price
3.62%
Share price
$9.68
Annual div
$0.35
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$25.3K
Annual income
$456.49
Full VBTIX calculator →
STAG
STAG Industrial Inc.
● Live price
3.99%
Share price
$36.80
Annual div
$1.47
5Y div CAGR
1%
Payout ratio
72%
After 10 yrs · $10,000 · DRIP
Portfolio value
$19.4K
Annual income
$606.20
Full STAG calculator →

Portfolio growth — VBTIX vs STAG

📍 VBTIX 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 PeriodVBTIXSTAG
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, VBTIX + STAG cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
VBTIX pays
STAG pays
Both pay
Neither
💰

Tax Bracket Optimizer

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

VBTIX
Annual income on $10K today (after 15% tax)
$307.50/yr
After 10yr DRIP, annual income (after tax)
$388.02/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, STAG beats the other by $127.25/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VBTIX: 50%STAG: 50%
100% STAG50/50100% VBTIX
Portfolio after 10yr
$22.4K
Annual income
$531.35/yr
Blended yield
2.38%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VBTIX buys
0
STAG buys
0
No recent congressional trades found for VBTIX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVBTIXSTAG
Forward yield3.62%3.99%
Annual dividend / share$0.35$1.47
Payout ratio50%72%
1-year div growth0%0.5%
5-year div CAGR0%1%
Portfolio after 10y$25.3K$19.4K
Annual income after 10y$456.49$606.20
Total dividends collected$4.1K$5.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearVBTIX PortfolioVBTIX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,062$361.77$10,723$403.45+$339.00VBTIX
2$12,210$374.00$11,490$423.42+$720.00VBTIX
3$13,451$385.82$12,302$444.01+$1.1KVBTIX
4$14,789$397.21$13,161$465.24+$1.6KVBTIX
5$16,233$408.17$14,069$487.12+$2.2KVBTIX
6$17,788$418.70$15,029$509.63+$2.8KVBTIX
7$19,462$428.79$16,042$532.80+$3.4KVBTIX
8$21,262$438.45$17,112$556.61+$4.2KVBTIX
9$23,199$447.68$18,241$581.08+$5.0KVBTIX
10$25,279$456.49$19,431$606.20+$5.8KVBTIX

VBTIX vs STAG: Complete Analysis 2026

VBTIXStock

This fund is designed to provide broad exposure to U.S. investment-grade bonds. Reflecting this goal, the fund invests in U.S. Treasuries and mortgage-backed securities of all maturities (short-, intermediate-, and long-term issues). As with other bond funds, one of the risks of the fund is that increases in interest rates may cause the price of the bonds in the portfolio to decrease—pricing the fund’s net asset value (NAV) lower. Because the fund invests in several segments and maturities of the fixed income market, investors may consider the fund their core bond holding.

Full VBTIX Calculator →

STAGREIT

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 VBTIX vs STAG comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

VBTIX vs SCHDVBTIX vs JEPIVBTIX vs OVBTIX vs KOVBTIX vs MAINVBTIX vs PLDVBTIX vs EQRVBTIX 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.