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Annualized price return vs total return over ten years: seven household names, to July 31, 2026

Answered against 22 years of US equities and 12 years of US options data and published with the query that produced it. This result is stored as of 2026-08-03, from Price Return vs Total Return: The Real Gap.

as of ranking 7×4read in context →
Annualized price return vs total return over ten years: seven household names, to July 31, 2026 — 7 rows by 4 columns, computed from US exchange, SIP and OPRA data.
tickerprice_cagr_pcttotal_cagr_pctdividend_points_pct
VZ-1.513.965.46
XOM6.1110.824.71
KO7.2610.663.4
JNJ7.4210.392.98
PG5.288.192.91
SPY13.16151.84
MSFT23.4524.981.53
Rows × columns
7 × 4
Computed
Completeness
No missing values
Source
US exchange, SIP and OPRA market data
Licence
Strasmore terms · free, no signup
Formats
JSON · CSV · the SQL below

What each column holds

Column definitions for Annualized price return vs total return over ten years: seven household names, to July 31, 2026, derived from the stored result.
ColumnTypeRangeNotes
ticker text 7 distinct values (JNJ, KO, MSFT…)
price_cagr_pct number -1.51 to 23.45 percent
total_cagr_pct number 3.96 to 24.98 percent
dividend_points_pct number 1.53 to 5.46 percent

Computed from Strasmore's warehouse of US exchange, SIP and OPRA market data. Equity prices are delayed; options greeks and implied volatility are end-of-day. This result is stored, not recomputed on load — it is exactly the numbers that were returned on , and the query below is what returned them.

the exact SQL behind every number 
WITH daily AS (
    SELECT ticker,
           toDate(toTimeZone(window_start, 'America/New_York')) AS d,
           argMax(toFloat64(close), window_start) AS close
    FROM global_markets.delayed_stocks_minute_aggs
    WHERE ticker IN ('SPY', 'KO', 'JNJ', 'XOM', 'PG', 'VZ', 'MSFT')
      AND toDate(toTimeZone(window_start, 'America/New_York')) >= toDate('2016-08-01')
      AND toDate(toTimeZone(window_start, 'America/New_York')) <= toDate('2026-07-31')
      AND (toHour(toTimeZone(window_start, 'America/New_York')) * 60
           + toMinute(toTimeZone(window_start, 'America/New_York'))) BETWEEN 570 AND 959
    GROUP BY ticker, d
),
px AS (
    SELECT ticker,
           argMin(close, d) AS start_px,
           argMax(close, d) AS end_px
    FROM daily
    GROUP BY ticker
),
divs AS (
    SELECT dv.ticker AS ticker,
           exp(sum(log(1 + toFloat64(dv.cash_amount) / dl.close))) AS factor
    FROM global_markets.stocks_dividends AS dv
    INNER JOIN daily AS dl ON dl.ticker = dv.ticker AND dl.d = dv.ex_dividend_date
    WHERE dv.ticker IN ('SPY', 'KO', 'JNJ', 'XOM', 'PG', 'VZ', 'MSFT')
      AND dv.cash_amount > 0
      AND dv.ex_dividend_date >= toDate('2016-08-01')
      AND dv.ex_dividend_date <= toDate('2026-07-31')
    GROUP BY dv.ticker
)
SELECT px.ticker AS ticker,
       round(100 * (pow(px.end_px / px.start_px, 0.1) - 1), 2) AS price_cagr_pct,
       round(100 * (pow(px.end_px / px.start_px * divs.factor, 0.1) - 1), 2) AS total_cagr_pct,
       round(100 * (pow(px.end_px / px.start_px * divs.factor, 0.1)
                    - pow(px.end_px / px.start_px, 0.1)), 2) AS dividend_points_pct
FROM px
INNER JOIN divs ON px.ticker = divs.ticker
ORDER BY dividend_points_pct DESC

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