Over the latest trailing 12-month period, total return cagr is +15.58%. The comparable SPY value is +15.54%. Year-to-date total return is +12.96%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in IVV
$86,783
(8.7x return)
Invested on May 19, 2000
Growth of $10,000 in SPY (S&P 500)
$88,415
(8.8x return)
Invested on May 19, 2000
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.
YTD Total Return
+13.0%
1-Year Total Return
+15.6%
Current Dividend Yield
1.09%
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 | +14.2% | +15.6% | +1.3% |
| 3 Years | +21.3% | +22.9% | +1.6% |
| 5 Years | +12.0% | +13.6% | +1.6% |
| 10 Years | +13.4% | +15.3% | +1.9% |
| 15 Years | +13.6% | +15.6% | +2.0% |
| 20 Years | +9.1% | +11.1% | +2.0% |
