ETF | Average Annual Return | Risk (Standard Deviation) |
---|
SPY | 13.7% | 14.8% |
QQQ | 17.6% | 19.0% |
IWM | 17.8% | 21.1% |
VUG | 18.7% | 21.8% |
VTV | 16.6% | 14.2% |
If you buy SPY ETF with USD100 every month since 10 years, your total return included capital would be around USD15,900.
Here is the calculation:Total investment amount: USD100/month * 12 months/year * 10 years = USD12,000
SPY ETF return over the past 10 years: 13.7%
Total return: USD12,000 * 1.137^10 = USD15,900
If you buy SPY ETF with USD100 every month since 20 years, your total return included capital would be around USD55,600.
Here is the calculation:Total investment amount: USD100/month * 12 months/year * 20 years = USD24,000
SPY ETF return over the past 20 years: 10.3%
Total return: USD24,000 * 1.103^20 = USD55,600
If you buy SPY ETF with USD100 every month since 30 years, your total return included capital would be around USD237,600.
Here is the calculation:
Total investment amount: USD100/month * 12 months/year * 30 years = USD36,000
SPY ETF return over the past 30 years: 8.7%
Total return: USD36,000 * 1.087^30 = USD237,600
If you buy SPY ETF with USD100 every month since 30 years, your total return included capital would be around USD237,600.
Here is the calculation:Total investment amount: USD100/month * 12 months/year * 30 years = USD36,000
SPY ETF return over the past 30 years: 8.7%
Total return: USD36,000 * 1.087^30 = USD237,600