Vanguard S&P 500 ETF (VOO) Total Return:24.43%(TTM)
The total return cagr for Vanguard S&P 500 ETF (VOO) is +24.43% over the latest trailing 12-month period. The comparable SPY value is +24.32%. Year-to-date total return is +8.41%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in VOO
$88,970
(8.9x return)
Invested on Sep 9, 2010
Growth of $10,000 in SPY (S&P 500)
$86,436
(8.6x return)
Invested on Sep 9, 2010
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
+8.4%
1-Year Total Return
+24.4%
Current Dividend Yield
1.05%
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 | +23.0% | +24.4% | +1.5% |
| 3 Years | +19.7% | +21.3% | +1.6% |
| 5 Years | +11.8% | +13.4% | +1.6% |
| 10 Years | +13.3% | +15.2% | +1.9% |
| 15 Years | +12.3% | +14.4% | +2.1% |
| 20 Years | — | — | — |
About Vanguard S&P 500 ETF
The Vanguard S&P 500 ETF primarily invests in the equity of the 500 largest American corporations, which collectively form the S&P 500 Index. Its core objective is to closely replicate the performance of this index, widely recognized as a key indicator of overall U.S. stock market health. While offering significant potential for capital appreciation, its share value typically experiences more pronounced fluctuations than bond-centric investments. Therefore, this fund is best suited for long-term financial objectives where substantial growth is a primary requirement. Regarding portfolio management, 75% of the fund's total assets are subject to specific diversification rules: it generally cannot purchase more than 10% of the voting shares of any single company, nor can more than 5% of the fund's total assets be concentrated in one issuer's securities. An exception to these limits is permitted if it is essential to accurately match the composition of its benchmark index. Importantly, these specific diversification restrictions do not apply to holdings in obligations issued by the U.S. government or its associated agencies.
- Sector
- Financial Services
- Industry
- Asset Management - Global