SGOV Total Return Calculator
$10,000 since May 2020, with and without reinvesting · data through Oct 2026
Since May 2020, $10,000 became $12,088 reinvested (3.0% a year), or $11,912 taking the distributions as cash, $1,840 of it paid out along the way.
SGOV became
$12,088
S&P 500: $27,152
Return a year
3.0%
S&P 500: 16.8%
Payouts reinvested
$2,014
bought more shares
Worst drop
-0.0%
S&P 500: -23.9%
$10,000, May 2020 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | SGOV total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +3.1% | $318 | +11.7% |
| 2025 | +4.2% | $472 | +17.7% |
| 2024 | +5.3% | $560 | +24.9% |
| 2023 | +5.1% | $508 | +26.2% |
| 2022 | +1.6% | $147 | −18.2% |
| 2021 | +0.0% | $4 | +28.7% |
| 2020 (part) | +0.0% | $5 | +24.4% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: SGOV total return
Data as of · Source: SmarterDividends data
- $10,000 invested in SGOV at the end of May 2020, with distributions reinvested, was worth $12,088 at the end of Oct 2026: 3.0% a year, against $27,152 (16.8% a year) in the S&P 500.
- Over the 5 years to Oct 2026, SGOV returned 3.8% a year with distributions reinvested (S&P 500: 12.0%).
- Taking SGOV's distributions as cash instead of reinvesting them, the same $10,000 ended at $11,912, including $1,840 of cash received; reinvesting added $176.
- SGOV's best calendar year in that time was 2024 (5.3%) and its worst 2021 (0.0%), with distributions reinvested.
Cite this page
SmarterDividends, "SGOV Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/SGOV/total-return
SGOV total return questions
What is SGOV's total return since May 2020?
21% in total, or 3.0% a year, through Oct 2026 with distributions reinvested. The share price alone rose 1%.
How much of SGOV's return came from distributions?
About 96% of its yearly return since May 2020. Reinvesting them, rather than taking cash, left you $176 better off on a $10,000 start.
What was SGOV's worst year?
2021, at 0.0% with distributions reinvested (S&P 500: 28.7%). Its deepest fall from a peak, on month-end values, was -0.0%.
How is total return calculated here?
From month-end prices: the adjusted price counts every distribution reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.