Basis: Latest reported fiscal year. Source: stored company filings and market data; unavailable inputs remain N/A.
The yield on cost (YOC) is 0.91%.
YIELD ON COST (YOC)
0.91%
IWM now pays $2.66 per share a year. Measured against the price it actually traded at back then, a long-term holder is earning:
| If you bought | Price then | Yield on cost today |
|---|---|---|
| 10 years ago(2016-07-28) | $120.83 | 2.20% |
| 5 years ago(2021-07-21) | $222.06 | 1.20% |
| 3 years ago(2023-07-24) | $194.94 | 1.36% |
| 1 year ago(2025-07-28) | $224.12 | 1.19% |
| Buying today(at $291.17) | $291.17 | 0.91% |
Projection: starting from today's 0.91% yield, assuming the dividend keeps compounding at its historical 4.6% rate. Boards set dividends each year, so actual figures will differ.
Today
0.91%
In 3 years
1.12%
In 5 years
1.27%
In 10 years
1.78%
Try your own purchase price, dividend and growth rate for iShares Russell 2000 ETF (IWM).
Starting Yield
0.91%
Ending YOC
1.78%
Year 15 Dividend
$5.19
Cum. Dividends Recd.
$58.07
| Year | Projected Div. / Share | YoY Dividend Hike | Yield on Cost (YOC) | Total Dividends Recd. |
|---|---|---|---|---|
| Initial | $2.66 | N/A | 0.91% | $0.00 |
| Year 1 | $2.78 | +4.56% | 0.96% | $2.78 |
| Year 2 | $2.91 | +4.56% | 1.00% | $5.69 |
| Year 3 | $3.04 | +4.56% | 1.04% | $8.73 |
| Year 4 | $3.18 | +4.56% | 1.09% | $11.91 |
| Year 5 | $3.32 | +4.56% | 1.14% | $15.23 |
| Year 6 | $3.48 | +4.56% | 1.19% | $18.71 |
| Year 7 | $3.63 | +4.56% | 1.25% | $22.34 |
| Year 8 | $3.80 | +4.56% | 1.31% | $26.14 |
| Year 9 | $3.97 | +4.56% | 1.36% | $30.12 |
| Year 10 | $4.15 | +4.56% | 1.43% | $34.27 |
| Year 11 | $4.34 | +4.56% | 1.49% | $38.62 |
| Year 12 | $4.54 | +4.56% | 1.56% | $43.16 |
| Year 13 | $4.75 | +4.56% | 1.63% | $47.91 |
| Year 14 | $4.97 | +4.56% | 1.71% | $52.87 |
| Year 15 | $5.19 | +4.56% | 1.78% | $58.07 |
Yield on cost is the dividend yield measured against your original purchase price, not today's price. As a company raises its dividend, the yield on what you actually paid keeps rising even when the market yield holds steady.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
