https://www.lazyportfolioetf.com/etf/spdr-sp-500-spy/ (2024)

FAQs

What is the 10 year return of SPY? ›

What Is SPY? The SPDR S&P 500 ETF Trust (SPY), also known as SPY, is an exchange-traded fund that tracks the performance of the S&P 500 index. The S&P 500 is a stock market index that measures the performance of 500 large cap publicly traded companies in the United States.

At first glance, it looks like a great all-around income pick, but there's more to the story. The top reason anyone might be interested in the SPDR Portfolio S&P 500 High Dividend ETF (SPYD 2.17%) is clear. It's first and foremost a dividend payer. The fund's current dividend yield stands at a healthy 4.6%.

The historical average yearly return of the S&P 500 is 12.58% over the last 10 years, as of the end of April 2024. This assumes dividends are reinvested. Adjusted for inflation, the 10-year average stock market return (including dividends) is 9.52%.

S&P 500 5 Year Return is at 70.94%, compared to 85.38% last month and 57.45% last year. This is higher than the long term average of 45.28%. The S&P 500 5 Year Return is the investment return received for a 5 year period, excluding dividends, when holding the S&P 500 index.

Bottom Line. Since 1957, the S&P 500's average annual rate of return has been approximately 10.5% (through March 2023) and around 6.6% after adjusting for inflation.

Vanguard S&P offers a lower expense ratio (0.035%) than SPY (0.095%), which means lower costs for investors and potentially higher net returns over the long term. VOO might be the more economical choice for cost-conscious investors, especially those investing large sums or planning for long-term goals like retirement.

When it comes to choosing between Vanguard and State Street SPDR for passive sector exposure, you really can't go wrong with either. Both offer low-cost options, but your selection should be based on your specific investment objectives. For buy-and-hold investors, Vanguard's sector ETFs may be the preferable choice.

Should you buy multiple S&P 500 ETFs? ›

You only need one S&P 500 ETF

You could be tempted to buy all three ETFs, but just one will do the trick. You won't get any additional diversification benefits (meaning the mix of various assets) because all three funds track the same 500 companies.

When is SPY dividend payment date? SPY's next quarterly payment date is on Apr 30, 2024, when SPY shareholders who owned SPY shares before Mar 15, 2024 received a dividend payment of $1.59 per share.

The worst 10 year annual return was a loss of almost 5% per year ending in the summer of 1939. That was bad enough for a 10 year total return of -40%.

Basic Info. S&P 500 12 Month Total Return is at 22.66%, compared to 29.88% last month and 2.66% last year. This is higher than the long term average of 8.77%.

S&P 500 10 Year Return is at 167.3%, compared to 180.6% last month and 161.0% last year.

Annualized total return represents the geometric average amount that an investment has earned each year over a specific period. By calculating a geometric average, the annualized total return formula accounts for compounding when depicting the yearly earnings the investment would generate over the holding period.