HomeCompareVGWAX vs STAG

VGWAX vs STAG: Dividend Comparison 2026

VGWAX yields 6.69% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 VGWAX wins by $12.8K in total portfolio value
10 years
VGWAX
VGWAX
● Live price
6.69%
Share price
$34.68
Annual div
$2.32
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$31.1K
Annual income
$1,024.02
Full VGWAX 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 — VGWAX vs STAG

📍 VGWAX 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 PeriodVGWAXSTAG
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, VGWAX + STAG cover 0 of 12 monthsgood coverage

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

VGWAX
Annual income on $10K today (after 15% tax)
$568.79/yr
After 10yr DRIP, annual income (after tax)
$870.42/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, VGWAX beats the other by $477.12/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 VGWAX + STAG for your $10,000?

VGWAX: 50%STAG: 50%
100% STAG50/50100% VGWAX
Portfolio after 10yr
$24.7K
Annual income
$743.36/yr
Blended yield
3.01%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

VGWAX
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VGWAX buys
0
STAG buys
0
No recent congressional trades found for VGWAX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVGWAXSTAG
Forward yield6.69%3.44%
Annual dividend / share$2.32$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$31.1K$18.3K
Annual income after 10y$1,024.02$462.70
Total dividends collected$8.5K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearVGWAX PortfolioVGWAX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$11,369$669.17$10,665$345.38+$704.00VGWAX
2$12,876$711.02$11,365$358.01+$1.5KVGWAX
3$14,530$752.57$12,099$370.76+$2.4KVGWAX
4$16,341$793.68$12,870$383.63+$3.5KVGWAX
5$18,319$834.20$13,678$396.60+$4.6KVGWAX
6$20,475$874.00$14,526$409.67+$5.9KVGWAX
7$22,821$912.97$15,413$422.82+$7.4KVGWAX
8$25,370$951.02$16,343$436.05+$9.0KVGWAX
9$28,134$988.05$17,315$449.35+$10.8KVGWAX
10$31,127$1,024.02$18,332$462.70+$12.8KVGWAX

VGWAX vs STAG: Complete Analysis 2026

VGWAXStock

This fund offers exposure to U.S. and foreign stocks (about two-thirds of the portfolio) and U.S. and foreign bonds (one-third of the portfolio). The fund offers broad diversification by investing in stocks and bonds across all economic sectors. This is important because one or two holdings should not have a sizeable impact on the fund. Because it invests in U.S. and foreign stocks and investment-grade bonds, the fund is subject to both currency risk and country risk. Investors with a long-term time horizon who want growth and some income—and who are willing to accept stock and bond market volatility—may wish to consider this fund.

Full VGWAX 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.