HomeCompareOWNS vs SPHD

OWNS vs SPHD: Dividend Comparison 2026

OWNS yields 4.12% · SPHD yields 4.33%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 SPHD wins by $373.00 in total portfolio value
10 years
OWNS
OWNS
● Live price
4.12%
Share price
$17.45
Annual div
$0.72
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$26.2K
Annual income
$536.82
Full OWNS 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 — OWNS 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 PeriodOWNSSPHD
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, OWNS + SPHD cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
OWNS pays
SPHD pays
Both pay
Neither
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Tax Bracket Optimizer

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

OWNS
Annual income on $10K today (after 15% tax)
$350.27/yr
After 10yr DRIP, annual income (after tax)
$456.30/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 $29.32/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

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

OWNS: 50%SPHD: 50%
100% SPHD50/50100% OWNS
Portfolio after 10yr
$26.3K
Annual income
$554.07/yr
Blended yield
2.10%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

OWNS buys
0
SPHD buys
0
No recent congressional trades found for OWNS or SPHD in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricOWNSSPHD
Forward yield4.12%4.33%
Annual dividend / share$0.72$2.14
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$26.2K$26.5K
Annual income after 10y$536.82$571.32
Total dividends collected$4.8K$5.1K
Payment frequencyquarterlyquarterly
SectorStockETF

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

YearOWNS PortfolioOWNS Income/yrSPHD PortfolioSPHD Income/yrGap
1← crossover$11,112$412.08$11,133$432.85$21.00SPHD
2$12,318$427.95$12,363$450.36$45.00SPHD
3$13,623$443.35$13,695$467.39$72.00SPHD
4$15,035$458.27$15,138$483.90$103.00SPHD
5$16,561$472.67$16,697$499.88$136.00SPHD
6$18,206$486.56$18,382$515.31$176.00SPHD
7$19,981$499.92$20,198$530.17$217.00SPHD
8$21,892$512.75$22,157$544.46$265.00SPHD
9$23,950$525.05$24,266$558.18$316.00SPHD
10$26,163$536.82$26,536$571.32$373.00SPHD

OWNS vs SPHD: Complete Analysis 2026

OWNSStock

The primary investment objective of the CCM Affordable Housing MBS ETF (ticker: OWNS) is to generate a level of current income. OWNS (the Fund) looks to offer investors a capital markets solution for bridging the racial wealth gap to help address the affordable housing crisis in the U.S. and looks to make a positive impact on the well-being of individuals, families, and communities.

Full OWNS 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.