HomeCompareXSVM vs STAG

XSVM vs STAG: Dividend Comparison 2026

XSVM yields 2.02% · STAG yields 3.44%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 XSVM wins by $4.3K in total portfolio value
10 years
XSVM
XSVM
● Live price
2.02%
Share price
$59.57
Annual div
$1.21
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.7K
Annual income
$230.71
Full XSVM 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 — XSVM vs STAG

📍 XSVM 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 PeriodXSVMSTAG
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, XSVM + STAG cover 0 of 12 monthsgood coverage

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

XSVM
Annual income on $10K today (after 15% tax)
$172.05/yr
After 10yr DRIP, annual income (after tax)
$196.10/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, STAG beats the other by $196.78/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

XSVM: 50%STAG: 50%
100% STAG50/50100% XSVM
Portfolio after 10yr
$20.5K
Annual income
$346.47/yr
Blended yield
1.69%
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Analyst Conviction Gap

Where Wall Street is most bullish on STAG right now

XSVM
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)

XSVM buys
0
STAG buys
0
No recent congressional trades found for XSVM or STAG in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricXSVMSTAG
Forward yield2.02%3.44%
Annual dividend / share$1.21$1.24
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0.3%
Portfolio after 10y$22.7K$18.3K
Annual income after 10y$230.71$462.22
Total dividends collected$2.2K$4.0K
Payment frequencyquarterlymonthly
SectorStockREIT

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

YearXSVM PortfolioXSVM Income/yrSTAG PortfolioSTAG Income/yrGap
1← crossover$10,902$202.41$10,665$345.09+$237.00XSVM
2$11,872$206.24$11,364$357.70+$508.00XSVM
3$12,913$209.88$12,098$370.43+$815.00XSVM
4$14,030$213.35$12,869$383.28+$1.2KXSVM
5$15,229$216.64$13,677$396.23+$1.6KXSVM
6$16,514$219.77$14,524$409.27+$2.0KXSVM
7$17,893$222.73$15,411$422.41+$2.5KXSVM
8$19,371$225.54$16,339$435.61+$3.0KXSVM
9$20,955$228.20$17,311$448.89+$3.6KXSVM
10$22,653$230.71$18,327$462.22+$4.3KXSVM

XSVM vs STAG: Complete Analysis 2026

XSVMStock

The Invesco S&P SmallCap Value with Momentum ETF (Fund) is based on the S&P 600 High Momentum Value Index (Index). The Fund will invest at least 90% of its total assets in the component securities that comprise the Index. The Index is composed of 120 securities in the S&P SmallCap 600 Index having the highest "value scores" and "momentum scores," calculated pursuant to the index methodology. Index constituents are weighted by their value scores; securities with higher value scores receive relatively greater weights. The Fund and the Index are rebalanced and reconstituted semi-annually.

Full XSVM 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.