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 0.35, 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
Key characteristics
DG:
-1.11
SPY:
2.05
DG:
-1.43
SPY:
2.73
DG:
0.75
SPY:
1.38
DG:
-0.67
SPY:
3.11
DG:
-1.47
SPY:
13.02
DG:
33.39%
SPY:
2.01%
DG:
44.10%
SPY:
12.77%
DG:
-72.61%
SPY:
-55.19%
DG:
-72.61%
SPY:
-2.33%
Returns By Period
In the year-to-date period, DG achieves a -9.03% return, which is significantly lower than SPY's 0.95% return. Over the past 10 years, DG has underperformed SPY with an annualized return of 1.39%, while SPY has yielded a comparatively higher 13.35% annualized return.
DG
-9.03%
-9.17%
-43.26%
-48.50%
-14.35%
1.39%
SPY
0.95%
-1.76%
7.74%
26.88%
14.01%
13.35%
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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.
Dividends
DG vs. SPY - Dividend Comparison
DG's dividend yield for the trailing twelve months is around 3.45%, more than SPY's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DG Dollar General Corporation | 3.45% | 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 | 1.19% | 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.
Volatility
DG vs. SPY - Volatility Comparison
Dollar General Corporation (DG) has a higher volatility of 7.66% compared to SPDR S&P 500 ETF (SPY) at 4.98%. 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.