DG vs. SPY
Compare and contrast key facts about Dollar General Corporation (DG) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DG or SPY.
Correlation
The correlation between DG and SPY is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DG vs. SPY - Performance Comparison
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Key characteristics
DG:
-0.72
SPY:
0.50
DG:
-0.69
SPY:
0.88
DG:
0.88
SPY:
1.13
DG:
-0.45
SPY:
0.56
DG:
-0.87
SPY:
2.17
DG:
37.73%
SPY:
4.85%
DG:
46.47%
SPY:
20.02%
DG:
-72.61%
SPY:
-55.19%
DG:
-63.08%
SPY:
-7.65%
Returns By Period
In the year-to-date period, DG achieves a 22.63% return, which is significantly higher than SPY's -3.42% return. Over the past 10 years, DG has underperformed SPY with an annualized return of 3.50%, while SPY has yielded a comparatively higher 12.35% annualized return.
DG
22.63%
5.20%
20.82%
-33.27%
-11.76%
3.50%
SPY
-3.42%
7.58%
-5.06%
9.73%
15.77%
12.35%
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Risk-Adjusted Performance
DG vs. SPY — Risk-Adjusted Performance Rank
DG
SPY
DG vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dollar General Corporation (DG) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
DG vs. SPY - Dividend Comparison
DG's dividend yield for the trailing twelve months is around 2.57%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DG Dollar General Corporation | 2.57% | 3.11% | 1.30% | 1.06% | 0.69% | 0.67% | 0.80% | 1.05% | 0.84% | 1.35% | 1.22% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
DG vs. SPY - Drawdown Comparison
The maximum DG drawdown since its inception was -72.61%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for DG and SPY. For additional features, visit the drawdowns tool.
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Volatility
DG vs. SPY - Volatility Comparison
Dollar General Corporation (DG) has a higher volatility of 8.26% compared to SPDR S&P 500 ETF (SPY) at 7.48%. This indicates that DG's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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