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VHGEX vs STAG: Dividend Comparison 2026

VHGEX yields 13.57% · STAG yields 3.44%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 VHGEX wins by $30.5K in total portfolio value
10 years
VHGEX
VHGEX
● Live price
13.57%
Share price
$34.94
Annual div
$4.74
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$48.8K
Annual income
$3,151.46
Full VHGEX 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 — VHGEX vs STAG

📍 VHGEX 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 PeriodVHGEXSTAG
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, VHGEX + STAG cover 0 of 12 monthsgood coverage

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

VHGEX
Annual income on $10K today (after 15% tax)
$1,153.67/yr
After 10yr DRIP, annual income (after tax)
$2,678.74/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, VHGEX beats the other by $2,285.85/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

VHGEX: 50%STAG: 50%
100% STAG50/50100% VHGEX
Portfolio after 10yr
$33.6K
Annual income
$1,806.84/yr
Blended yield
5.38%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

VHGEX
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.
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Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VHGEX buys
0
STAG buys
0
No recent congressional trades found for VHGEX or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVHGEXSTAG
Forward yield13.57%3.44%
Annual dividend / share$4.74$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$48.8K$18.3K
Annual income after 10y$3,151.46$462.22
Total dividends collected$22.2K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearVHGEX PortfolioVHGEX Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$12,057$1,357.26$10,665$345.09+$1.4KVHGEX
2$14,431$1,529.42$11,364$357.70+$3.1KVHGEX
3$17,152$1,710.73$12,098$370.43+$5.1KVHGEX
4$20,252$1,900.26$12,869$383.28+$7.4KVHGEX
5$23,767$2,097.02$13,677$396.23+$10.1KVHGEX
6$27,731$2,299.95$14,524$409.27+$13.2KVHGEX
7$32,180$2,507.96$15,411$422.41+$16.8KVHGEX
8$37,152$2,719.94$16,339$435.61+$20.8KVHGEX
9$42,688$2,934.80$17,311$448.89+$25.4KVHGEX
10$48,828$3,151.46$18,327$462.22+$30.5KVHGEX

VHGEX vs STAG: Complete Analysis 2026

VHGEXStock

This fund invests in companies of various sizes from all over the globe, with the United States representing about 50% of its assets. The portfolio is made up of 500-plus stocks from more than 30 countries. The fund’s multi-manager approach—the fund uses two investment advisors that follow distinct investment approaches—can add additional diversification. In addition to stock market risk, however, the fund is also subject to currency risk and country risk. Long-term investors seeking global equity exposure and who are comfortable with the added volatility in international investing may wish to consider this fund.

Full VHGEX 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.