SPY versus SPLV and RSP

Discussion in 'ETFs' started by Maverick2608, Feb 18, 2023.


  1. (adjusted close day two minus adjusted close day one) / adjusted close day one

    is % gain for day two. Everything (I think!) is already built into the adjusted closes so no need to add anything back, etc.

    I would love to learn I'm wrong, then there might actually be something that can beat the QQQs!
     
    #11     Feb 20, 2023
  2. ph1l

    ph1l

    The adjusted prices assume you reinvested dividends.

    For example, according to Yahoo Finance, SPLV has close price for 20110505 and 20230217 == 24.79 and 63.47. The compound annual growth rate without dividends is 8.30%.

    The corresponding adjusted close prices are 18.814640 and 63.47. The compound annual growth rate assuming dividends are reinvested is 10.86%.
     
    #12     Feb 20, 2023
  3. Look at JEPI, here:

    https://finance.yahoo.com/quote/JEP...istory&frequency=1d&includeAdjustedClose=true

    On 2/1 it paid a dividend of .444. Its closing price on 1/31 was 55.47. On 2/1 it was 55.04. So it was clearly dropped by amount of dividend. But its adjusted price 1/31 was 55.03 (adjusted to reflect the dividend) and on 2/1 it was 55.04 (same as closing price, since been no adjustments since).

    So it essentially adds the dividend back as a subtraction to prior stock price, increasing gain (or decreasing loss) on the day.
     
    #13     Feb 20, 2023

  4. Assuming reinvesting dividends in the underlying security makes the most sense to me when comparing two or more securities to see which might be preferred over the others.
     
    #14     Feb 20, 2023
  5. DaveV

    DaveV

    Okay @SoyUnGanador and @ph1l, I get it now. All previous Adjusted Close Prices are adjusted downwards so that it appears as if the stock price has increased by the amount of the dividend on the ex-dividend date. Clever.
     
    #15     Feb 20, 2023

  6. Indeed, I was worried just like you were when I started doing the calculations about the easiest way to build in the dividends and what not. Before someone told me it was already done for me! Makes truly comparing two or more securities, including ones that pay dividends and ones that do not, easy peasy.
     
    #16     Feb 20, 2023
    DaveV likes this.