Price Return vs Total Return: The Real Gap
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2026-08-03 · 20×4
Price return vs total return by holding period: S&P 500 tracker, windows ending July 31, 2026ranking ·
2026-08-03 · 5×4
S&P 500 tracker by calendar year: price return vs the points added by reinvested dividendsranking ·
2026-08-03 · 20×3
Verizon's Dividend Increase History
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2026-08-02 · 6×4
Verizon (VZ): annual dividend increase in cents and in percent, 2010 to 2025ranking ·
2026-08-02 · 16×3
Verizon (VZ) dividend increases: declaration date, ex dividend date, and step sizetable ·
2026-08-02 · 13×5
Verizon (VZ) dividends per share by calendar year, 2005 to 2025ranking ·
2026-08-02 · 21×4
Does Dividend Capture Actually Work?
Quarterly dividend as a share of price vs typical daily move: ten large payers, Jul 2023 to Jun 2026ranking ·
2026-08-01 · 10×4
Coca-Cola (KO): overnight decline vs dividend on each ex-dividend date, Sep 2023 to Jun 2026series ·
2026-08-01 · 12×4
Ex-dividend openings sorted by decline as a multiple of the dividend: US quarterly payers, Jan 2024 to Jun 2026ranking ·
2026-08-01 · 5×3
Overnight decline vs dividend paid: ten large payers, 12 ex-dividend dates each, Jul 2023 to Jun 2026table ·
2026-08-01 · 10×5
Monthly Dividend Stocks Explained
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2026-07-31 · 4×4
Liquid monthly payers grouped by the change in their monthly rate over three years, with each group's current yieldtable ·
2026-07-31 · 4×5
Share of a full year's dividend cash arriving in each month: one monthly payer and one quarterly payer, 2025 pay datesseries ·
2026-07-31 · 12×4
Recurring cash dividends by declared schedule: every payer on file, July 2025 through June 2026table ·
2026-07-31 · 5×5
How Monthly Stock Returns Are Measured
SPY June 2026: price return vs total return (June ex-dividend included)scalar ·
2026-07-26 · 1×6756.4
SPY monthly close-to-close returns: twelve months ending June 2026, simple and logseries ·
2026-07-26 · 12×4
SPY over five years, June 2021 to June 2026: price return vs return with dividendsscalar ·
2026-07-26 · 1×7428.07
NVDA June 2024: a raw close-to-close calc vs the split-adjusted returnscalar ·
2026-07-26 · 1×61,097.46
June 2026 measured two ways: close-to-close vs open-to-close, NVDA and SPYtable ·
2026-07-26 · 2×7
SPY on June 30, 2026: official-close vs the final extended-hours printscalar ·
2026-07-26 · 1×3746.32
Sum vs compound: twelve SPY monthly returns linked three waysscalar ·
2026-07-26 · 1×712
How Ex-Dividend Dates Affect Options
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SPY's quarterly dividends, 2025 through the June 2026 ex-dateseries ·
2026-07-17 · 6×2
Where the exercise-optimal calls concentrated on June 29, 2026ranking ·
2026-07-17 · 10×4
The early-exercise census: every ITM call on every June 30 ex-dividend payer, tested on June 29scalar ·
2026-07-17 · 1×485
A near-the-money SPY call and put: delta across the June 18 ex-dividend dateseries ·
2026-07-17 · 9×3
What Is a Special Dividend? (With Examples)
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National Beverage (FIZZ): every special dividend since 2016, and no regular oneseries ·
2026-07-15 · 7×2
Large special dividends from well-known payers since 2012ranking ·
2026-07-15 · 12×3
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Apple trailing dividend yield, as-paid sum against split-aware sum
Apple trailing dividend yield, as-paid sum against split-aware sum
| month | as_paid_yield_pct | adjusted_yield_pct |
|---|---|---|
| 2020-09-01 | 2.75 | 0.69 |
| 2020-10-01 | 2.92 | 0.73 |
| 2020-11-01 | 2.2 | 0.68 |
| 2020-12-01 | 1.97 | 0.61 |
| 2021-01-01 | 1.98 | 0.61 |
| 2021-02-01 | 1.69 | 0.68 |
| 2021-03-01 | 1.68 | 0.67 |
| 2021-04-01 | 1.56 | 0.62 |
| 2021-05-01 | 1.16 | 0.67 |
| 2021-06-01 | 1.06 | 0.61 |
| 2021-07-01 | 0.99 | 0.57 |
| 2021-08-01 | 0.56 | 0.56 |
| 2021-09-01 | 0.6 | 0.6 |
| 2021-10-01 | 0.57 | 0.57 |
| 2021-11-01 | 0.52 | 0.52 |
the exact SQL behind every number
WITH
monthly_price AS
(
SELECT
toStartOfMonth(date) AS month_start,
argMax(toFloat64(close), date) AS month_end_close
FROM global_markets.stocks_daily_aggs
WHERE ticker = 'AAPL'
AND date >= '2020-09-01'
AND date < '2021-12-01'
GROUP BY month_start
),
payments AS
(
SELECT
ex_dividend_date AS ex_date,
any(toFloat64(cash_amount)) AS as_paid,
any(toFloat64(split_adjusted_cash_amount)) AS restated
FROM global_markets.stocks_dividends
WHERE ticker = 'AAPL'
AND ex_dividend_date >= '2019-10-01'
AND ex_dividend_date < '2021-12-01'
GROUP BY ex_dividend_date
)
SELECT
toString(p.month_start) AS month,
round(100 * sum(d.as_paid) / any(p.month_end_close), 2) AS as_paid_yield_pct,
round(100 * sum(d.restated) / any(p.month_end_close), 2) AS adjusted_yield_pct
FROM monthly_price AS p
CROSS JOIN payments AS d
WHERE d.ex_date >= addMonths(p.month_start, -11)
AND d.ex_date < addMonths(p.month_start, 1)
GROUP BY p.month_start
HAVING count() = 4
ORDER BY p.month_start
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