Home › Compare › VTCLX vs STAG
VTCLX yields 0.98% · STAG yields 3.44%● Live data
📍 VTCLX pulled ahead of the other in Year 1
Combined, VTCLX + STAG cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of VTCLX + STAG for your $10,000?
As part of Vanguard’s series of tax-managed investments, this fund offers investors exposure to the mid- and large-capitalization segments of the U.S. stock market. Its unique index-oriented approach attempts to track the benchmark, while minimizing taxable gains and dividend income by purchasing index securities that pay lower dividends. One of the fund’s risks is its exposure to the mid-cap segment of the stock market, which tends to be more volatile than the large-cap market. Investors in a higher tax bracket who have an investment time horizon of five years or longer and a high tolerance for risk may wish to consider this fund complementary to a well-balanced portfolio.Please note: It is possible that the fund will not meet its objective of being tax-efficient.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.
Full VTCLX Calculator →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 →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.