State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) Total Return:20.76%(TTM)
The total return cagr for State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) is +20.76% over the latest trailing 12-month period. The comparable SPY value is +24.32%. Year-to-date total return is +6.51%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in DIA
$116,747
(11.7x return)
Invested on Jan 20, 1998
Growth of $10,000 in SPY (S&P 500)
$124,007
(12.4x return)
Invested on Jan 20, 1998
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+6.5%
1-Year Total Return
+20.7%
Current Dividend Yield
1.38%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +18.9% | +20.8% | +1.8% |
| 3 Years | +14.5% | +16.4% | +1.9% |
| 5 Years | +8.1% | +10.0% | +1.9% |
| 10 Years | +11.0% | +13.2% | +2.2% |
| 15 Years | +10.1% | +12.4% | +2.3% |
| 20 Years | +8.0% | +10.4% | +2.4% |
About State Street SPDR Dow Jones Industrial Average ETF Trust
The State Street SPDR Dow Jones Industrial Average ETF Trust aims to closely mirror the investment performance, encompassing both price movements and dividend income, of the Dow Jones Industrial Average (known as the "Index"), prior to the deduction of expenses. The Dow Jones Industrial Average (DJIA) itself is an index comprising 30 prominent, well-established U.S. corporations, commonly referred to as "blue-chip" stocks. It holds the distinction of being the longest-running gauge of the American stock market's health and is universally recognized as the most frequently cited measure of its overall activity. Notably, the DJIA is a price-weighted index, with its thirty constituent common stocks allocated importance based on their individual share price.
- Sector
- Financial Services
- Industry
- Asset Management - Global