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.
| ticker | price_cagr_pct | total_cagr_pct | dividend_points_pct |
|---|---|---|---|
| VZ | -1.51 | 3.96 | 5.46 |
| XOM | 6.11 | 10.82 | 4.71 |
| KO | 7.26 | 10.66 | 3.4 |
| JNJ | 7.42 | 10.39 | 2.98 |
| PG | 5.28 | 8.19 | 2.91 |
| SPY | 13.16 | 15 | 1.84 |
| MSFT | 23.45 | 24.98 | 1.53 |
- Rows × columns
- 7 × 4
- Computed
- Completeness
- No missing values
- Source
- US exchange, SIP and OPRA market data
- Licence
- Strasmore terms · free, no signup
What each column holds
| Column | Type | Range | Notes |
|---|---|---|---|
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.
Run it yourself
This is the exact query behind the result above. Change a ticker, a date or a column and run it against the warehouse — no account, no key. The no-signup tier is smaller than the one this page was computed on; a query that reaches past it comes back saying which plan runs it.
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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