HomeCompareOUSM vs SPHD

OUSM vs SPHD: Dividend Comparison 2026

OUSM yields 2.14% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $3.7K in total portfolio value
10 years
OUSM
OUSM
● Live price
2.14%
Share price
$43.79
Annual div
$0.94
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$22.8K
Annual income
$245.34
Full OUSM calculator →
SPHD
SPHD
● Live price
4.33%
Share price
$49.34
Annual div
$2.14
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.5K
Annual income
$571.32
Full SPHD calculator →

Portfolio growth — OUSM vs SPHD

📍 SPHD 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 PeriodOUSMSPHD
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, OUSM + SPHD cover 0 of 12 monthsgood coverage

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

Tax Bracket Optimizer

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

OUSM
Annual income on $10K today (after 15% tax)
$181.64/yr
After 10yr DRIP, annual income (after tax)
$208.54/yr
SPHD
Annual income on $10K today (after 15% tax)
$367.92/yr
After 10yr DRIP, annual income (after tax)
$485.62/yr
At 15% tax rate, SPHD beats the other by $277.08/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of OUSM + SPHD for your $10,000?

OUSM: 50%SPHD: 50%
100% SPHD50/50100% OUSM
Portfolio after 10yr
$24.7K
Annual income
$408.33/yr
Blended yield
1.65%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OUSM buys
0
SPHD buys
0
No recent congressional trades found for OUSM or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOUSMSPHD
Forward yield2.14%4.33%
Annual dividend / share$0.94$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$22.8K$26.5K
Annual income after 10y$245.34$571.32
Total dividends collected$2.3K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

Year-by-year: OUSM vs SPHD ($10,000, DRIP)

YearOUSM PortfolioOUSM Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$10,914$213.69$11,133$432.85$219.00SPHD
2$11,896$217.96$12,363$450.36$467.00SPHD
3$12,950$222.03$13,695$467.39$745.00SPHD
4$14,083$225.90$15,138$483.90$1.1KSPHD
5$15,298$229.58$16,697$499.88$1.4KSPHD
6$16,602$233.08$18,382$515.31$1.8KSPHD
7$18,001$236.40$20,198$530.17$2.2KSPHD
8$19,500$239.54$22,157$544.46$2.7KSPHD
9$21,108$242.52$24,266$558.18$3.2KSPHD
10$22,831$245.34$26,536$571.32$3.7KSPHD

OUSM vs SPHD: Complete Analysis 2026

OUSMStock

The ALPS | O’Shares U.S. Small-Cap Quality Dividend ETF (OUSM) seeks to track the performance (before fees and expenses) of the O’Shares U.S. Small-Cap Quality Dividend Index (OUSMX).

Full OUSM Calculator →

SPHDETF

The Invesco S&P 500 High Dividend Low Volatility ETF (Fund) is based on the S&P 500 Low Volatility High Dividend Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. Standard & Poor's compiles, maintains and calculates the Index, which is composed of 50 securities traded on the S&P 500 Index that historically have provided high dividend yields and low volatility. The Fund and the Index are rebalanced and reconstituted semi-annually, in January and July.

Full SPHD 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.