DG vs. DLTR
DG (Dollar General Corporation) and DLTR (Dollar Tree, Inc.) are both stocks. Both operate in the Discount Stores industry within the Consumer Defensive sector. Over the past 10 years, DG returned 3.58%/yr vs 1.90%/yr for DLTR. A 0.54 correlation means they provide meaningful diversification when combined.
Performance
DG vs. DLTR - Performance Comparison
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Returns By Period
In the year-to-date period, DG achieves a -13.78% return, which is significantly lower than DLTR's -9.24% return. Over the past 10 years, DG has outperformed DLTR with an annualized return of 3.58%, while DLTR has yielded a comparatively lower 1.90% annualized return.
DG
- 1D
- 4.38%
- 1M
- 9.63%
- YTD
- -13.78%
- 6M
- -16.25%
- 1Y
- 3.07%
- 3Y*
- -9.74%
- 5Y*
- -10.38%
- 10Y*
- 3.58%
DLTR
- 1D
- 4.92%
- 1M
- 23.22%
- YTD
- -9.24%
- 6M
- -12.02%
- 1Y
- 14.48%
- 3Y*
- -6.42%
- 5Y*
- 2.16%
- 10Y*
- 1.90%
DG vs. DLTR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DG Dollar General Corporation | -13.78% | 79.61% | -43.12% | -44.13% | 5.57% | 13.01% | 35.89% | 45.71% | 17.55% | 26.92% |
DLTR Dollar Tree, Inc. | -9.24% | 64.14% | -47.24% | 0.43% | 0.65% | 30.06% | 14.88% | 4.13% | -15.83% | 39.04% |
Correlation
The correlation between DG and DLTR is 0.62, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.62 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.57 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since Nov 13, 2009 | 0.54 |
The correlation between DG and DLTR has been stable across timeframes, ranging from 0.54 to 0.62 - a consistent structural relationship.
Fundamentals
DG:
$25.14B
DLTR:
$22.04B
DG:
$7.07
DLTR:
$6.36
DG:
16.04
DLTR:
17.55
DG:
0.58
DLTR:
1.14
DG:
2.84
DLTR:
1.59
DG:
$43.08B
DLTR:
$19.75B
DG:
$13.28B
DLTR:
$7.25B
DG:
$3.06B
DLTR:
$2.05B
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Return for Risk
DG vs. DLTR — Risk / Return Rank
DG
DLTR
DG vs. DLTR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dollar General Corporation (DG) and Dollar Tree, Inc. (DLTR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DG | DLTR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.27 | ||
| Sortino ratioReturn per unit of downside risk | -0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.10 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.09 | 0.38 | -0.29 |
| Martin ratioReturn relative to average drawdown | 0.20 | 0.84 | -0.63 |
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Drawdowns
DG vs. DLTR - Drawdown Comparison
The maximum DG drawdown since its inception was -72.61%, which is greater than DLTR's maximum drawdown of -67.06%. Use the drawdown chart below to compare losses from any high point for DG and DLTR.
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Drawdown Indicators
| DG | DLTR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.61% | -67.06% | -5.55% |
Max Drawdown (1Y)Largest decline over 1 year | -34.57% | -38.53% | +3.96% |
Max Drawdown (3Y)Largest decline over 3 years | -58.78% | -60.34% | +1.56% |
Max Drawdown (5Y)Largest decline over 5 years | -72.61% | -64.84% | -7.77% |
Max Drawdown (10Y)Largest decline over 10 years | -72.61% | -64.84% | -7.77% |
Current DrawdownCurrent decline from peak | -53.37% | -35.86% | -17.51% |
Average DrawdownAverage peak-to-trough decline | -15.87% | -21.16% | +5.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.11% | 17.35% | -2.24% |
Volatility
DG vs. DLTR - Volatility Comparison
The current volatility for Dollar General Corporation (DG) is 11.28%, while Dollar Tree, Inc. (DLTR) has a volatility of 20.55%. This indicates that DG experiences smaller price fluctuations and is considered to be less risky than DLTR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DG | DLTR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.28% | 20.55% | -9.27% |
Volatility (6M)Calculated over the trailing 6-month period | 25.25% | 32.01% | -6.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.39% | 40.28% | -4.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.20% | 40.50% | -4.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.64% | 36.97% | -5.33% |
Dividends
DG vs. DLTR - Dividend Comparison
DG's dividend yield for the trailing twelve months is around 2.08%, while DLTR has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DG Dollar General Corporation | 2.08% | 1.78% | 3.11% | 1.30% | 1.06% | 0.69% | 0.67% | 0.80% | 1.05% | 0.84% | 1.35% | 1.22% |
DLTR Dollar Tree, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
DG vs. DLTR - Financials Comparison
This section allows you to compare key financial metrics between Dollar General Corporation and Dollar Tree, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
DG vs. DLTR - Profitability Comparison
DG - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dollar General Corporation reported a gross profit of 3.41B and revenue of 10.79B. Therefore, the gross margin over that period was 31.6%.
DLTR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Dollar Tree, Inc. reported a gross profit of 1.83B and revenue of 4.98B. Therefore, the gross margin over that period was 36.9%.
DG - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dollar General Corporation reported an operating income of 638.52M and revenue of 10.79B, resulting in an operating margin of 5.9%.
DLTR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Dollar Tree, Inc. reported an operating income of 473.30M and revenue of 4.98B, resulting in an operating margin of 9.5%.
DG - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dollar General Corporation reported a net income of 444.13M and revenue of 10.79B, resulting in a net margin of 4.1%.
DLTR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Dollar Tree, Inc. reported a net income of 347.30M and revenue of 4.98B, resulting in a net margin of 7.0%.
Frequently Asked Questions
DG and DLTR have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DLTR has higher volatility (20.55%) compared to DG (11.28%). In terms of maximum drawdown, DG dropped -72.61% vs DLTR's -67.06%.
DLTR currently has the higher Sharpe Ratio (0.36 vs 0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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