What is the annual return on DIA ETF?
Performance and Risk
30, 2024.
DIA has a consensus rating of Moderate Buy which is based on 26 buy ratings, 5 hold ratings and 0 sell ratings. What is DIA's price target? The average price target for DIA is $444.67. This is based on 31 Wall Streets Analysts 12-month price targets, issued in the past 3 months.
While the ETF has a history of high performance with an average five-year return of 16.46% and 11.70% over 10 years, management fees are on the higher end at .4% per annum.
DIA Dividend Information
DIA has a dividend yield of 1.58% and paid $6.59 per share in the past year. The dividend is paid every month and the last ex-dividend date was Aug 16, 2024.
| S&P 500 ETF 1 | 1-yr | 5-yr |
|---|---|---|
| Returns after taxes on distributions and sale of fund shares | 14.76% | 12.00% |
| Average Large Blend Fund | ||
| Returns before taxes | 21.37% | 13.28% |
| Returns after taxes on distributions | — | — |
DIA is more expensive with a Total Expense Ratio (TER) of 0.16%, versus 0.0945% for SPY. DIA is up 10.25% year-to-date (YTD) with +$372M in YTD flows. SPY performs better with 18.64% YTD performance, and -$21.16B in YTD flows.
| Symbol | Name | Dividend Yield |
|---|---|---|
| KMET | KraneShares Electrification Metals Strategy ETF | 57.29% |
| KLIP | KraneShares China Internet and Covered Call Strategy ETF | 56.58% |
| FBY | YieldMax META Option Income Strategy ETF | 50.02% |
| NFLY | YieldMax NFLX Option Income Strategy ETF | 49.04% |
DIA's top 3 holdings are UNH, GS, MSFT. ETF DIA's is holdings 31 different assets. ETF DIA's total assets are 35.09B.
So, why does Buffett only recommend index funds? Because it's the best possible choice, "on an expectancy basis," as he put it. In other words, buying an index fund has a higher expected return than buying any single individual stock or actively managed mutual fund.
Is DIA the same as Dow Jones?
SPDR Dow Jones Industrial Average ETF's DIA concentrated lineup and share-price-weighting scheme reduce the appeal of the fund's high-quality portfolio of industry leaders. The fund replicates the Dow Jones Industrial Average Index, one of the oldest U.S. equity indexes.
- SGMO+1.93% SGMO - NYSESangamo Therapeutics Inc. Volume: 1.86M. Float: 202.39M. $0.79Day Low/High$0.86.
- EAF-24.56% EAF - NYSEGrafTech International Ltd. Volume: 18.51M. Float: 142.29M. $0.65Day Low/High$0.95.
- SPRC+0.30% SPRC - NASDAQSciSparc Ltd. Volume: 422649. Float: 2.66M.
| Symbol | Name | 5-Year Return |
|---|---|---|
| FNGO | MicroSectors FANG+ Index 2X Leveraged ETNs | 55.84% |
| TECL | Direxion Daily Technology Bull 3X Shares | 39.72% |
| ETHE | Grayscale Ethereum Trust (ETH) | 38.90% |
| TQQQ | ProShares UltraPro QQQ | 36.23% |
The table below shows the present value (PV) of $10,000 in 20 years for interest rates from 2% to 30%. As you will see, the future value of $10,000 over 20 years can range from $14,859.47 to $1,900,496.38.
- Nippon India ETF PSU Bank BeES. 207.43%
- Kotak Nifty PSU Bank ETF. 207.20%
- BHARAT 22 ETF. 189.75%
- ICICI Prudential Nifty Midcap 150 Etf. 101.04%
- Mirae Asset NYSE FANG+ ETF. 73.81%
- HDFC Nifty50 Value 20 ETF. 71.93%
- Nippon India ETF Nifty 50 BeES. 54.33%
- Invesco India Gold ETF. 50.43%
The current dividend yield for SPDR Dow Jones Industrial Average ETF as of August 27, 2024 is 1.60%.
| ETF | Expense Ratio | Trailing 12-Month Dividend Yield* |
|---|---|---|
| VanEck BDC Income ETF (BIZD) | 0.42%** | 10.9% |
| SPDR Portfolio S&P 500 High Dividend ETF (SPYD) | 0.07% | 4.3% |
| Invesco High Yield Equity Dividend Achievers ETF (PEY) | 0.52% | 4.7% |
| iShares 20+ Year Treasury Bond Buywrite Strategy ETF (TLTW) | 0.35% | 15.5% |
| Symbol | ETF Name | Annual Dividend Yield % |
|---|---|---|
| DVY | iShares Select Dividend ETF | 3.47% |
| Chg (%) | Return (%) as of Aug 31, 2024 | |
|---|---|---|
| 1 Day | 10Y | |
| Vanguard S&P 500 (VOO) ETF | n.a. | 12.94 |
| US Inflation Adjusted return | 9.84 | |
| Returns over 1 year are annualized |
| Period | Average annualised return | Total return |
|---|---|---|
| Last year | 24.3% | 24.3% |
| Last 5 years | 15.7% | 107.1% |
| Last 10 years | 15.6% | 325.1% |
| Last 20 years | 11.1% | 725.5% |
What is the annual return of the s&p500 ETF?
S&P 500 Annual Total Return is at 26.29%, compared to -18.11% last year. This is higher than the long term average of 9.95%.
SPDR Dow Jones Industrial Average ETF holds a Zacks ETF Rank of 1 (Strong Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, DIA is an excellent option for investors seeking exposure to the Style Box - Large Cap Value segment of the market.
| Fund Name (Ticker) | Expense Ratio | Annualized 5-Year Return |
|---|---|---|
| SPDR Dow Jones Industrial Average ETF Trust (DIA) | 0.16% | 10.16% |
| iShares Dow Jones U.S. ETF (IYY) | 0.20% | 14.20% |
| Invesco Dow Jones Industrial Average Dividend ETF (DJD) | 0.07% | 8.67% |
- UNH. UnitedHealth Group Inc. 9.26%
- GS. Goldman Sachs Group Inc. 8.18%
- MSFT. Microsoft Corp. 6.73%
- HD. Home Depot Inc. 5.92%
- CAT. Caterpillar Inc. 5.57%
- AMGN. Amgen Inc. 5.35%
- V. Visa Inc. Cl A. 4.27%
- MCD. McDonald's Corp. 4.27%
| Fund (ticker) | YTD performance | Expense ratio |
|---|---|---|
| Vanguard S&P 500 ETF (VOO) | 14.8 percent | 0.03 percent |
| SPDR S&P 500 ETF Trust (SPY) | 14.8 percent | 0.095 percent |
| iShares Core S&P 500 ETF (IVV) | 14.8 percent | 0.03 percent |
| Invesco QQQ Trust (QQQ) | 12.1 percent | 0.20 percent |
