I have had several investments in ETF funds in my Roth IRA. I've bought the funds to have widely diversified investments. Some of the funds are ones that hold stocks with higher dividend payouts.
Here is a table for all the ETFs that I have bought. I show the original purchase daid, the amount I paid per share, total dividends received to date, the current trading value per share and the cumulative annual return rate for the investments.
| ETF | bought | paid | dividends | current | return |
| DVY | May-10 | $44.37 | $2.68 | $52.94 | 15% |
| ICLN | May-10 | $15 | $0.57 | $8.40 | -28% |
| ICLN | May-10 | $15 | $17.63 | 17% | |
| PEY | Sep-10 | $8.08 | $0.44 | $0.07 | 22% |
| VTI | Mar-11 | $68.32 | $0.86 | $63.49 | -9% |
| VYM | Jan-09 | $35.41 | $3.20 | $44.54 | 10% |
| VYM | Aug-11 | $41.14 | $0.30 | $44.54 | 29% |
I bought ICLN and then sold off most of it at $17.63 making a profit. It has then dropped under $9 so the stock I've got left is negative. All together I'm down 5% on that one.
I bought VYM two times so theres two entries for that one.
Here is how my investments have compared to the S&P 500's performance in the same periods :
| mine | SP500 | diff | |
| DVY | 15% | 8.6% | 6% |
| ICLN | -5% | 8.6% | -14% |
| PEY | 22% | 10.1% | 12% |
| VTI | -9% | -8.6% | 0% |
| VYM | 10% | 10.3% | 0% |
| VYM | 29% | 6.1% | 23% |
As you can see I'm beating or equalling the S&P in most cases. My investments in VTI & VYM are in broad market indexes so I'd expect those to be a lot closer to the performance of the S&P 500 than not.
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