The total return over the past 12 months is +15.58% vs. +15.54% for the S&P 500. So far it's up +12.96% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +14.23% | +21.30% | +11.98% | +13.43% | +13.57% | +9.13% |
| Total Return CAGR | +15.58% | +22.87% | +13.55% | +15.33% | +15.59% | +11.14% |
| Revenue CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | +5.17% | +7.94% | +6.36% | +9.43% | +8.90% | +6.83% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
iShares Core S&P 500 ETF (IVV)
| Year | Start price | End price | IVV Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $684.94 | $767.38 | +12.96% | +12.91% | +0.05% |
| 2025 | $588.68 | $684.94 | +17.85% | +17.72% | +0.13% |
| 2024 | $477.63 | $588.68 | +24.93% | +24.89% | +0.04% |
| 2023 | $384.21 | $477.63 | +26.32% | +26.19% | +0.13% |
| 2022 | $476.99 | $384.21 | (18.16%) | (18.17%) | +0.01% |
| 2021 | $375.39 | $476.99 | +28.76% | +28.74% | +0.02% |
| 2020 | $323.24 | $375.39 | +18.40% | +18.37% | +0.03% |
| 2019 | $251.61 | $323.24 | +31.25% | +31.22% | +0.03% |
| 2018 | $268.85 | $251.61 | (4.47%) | (4.56%) | +0.09% |
| 2017 | $224.99 | $268.85 | +21.76% | +21.70% | +0.06% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
