DKL vs. SPY
Compare and contrast key facts about Delek Logistics Partners, LP (DKL) 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: DKL or SPY.
Correlation
The correlation between DKL and SPY is 0.25, 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
DKL vs. SPY - Performance Comparison
Key characteristics
DKL:
0.15
SPY:
2.21
DKL:
0.34
SPY:
2.93
DKL:
1.06
SPY:
1.41
DKL:
0.12
SPY:
3.26
DKL:
0.37
SPY:
14.43
DKL:
10.39%
SPY:
1.90%
DKL:
25.15%
SPY:
12.41%
DKL:
-82.68%
SPY:
-55.19%
DKL:
-19.75%
SPY:
-2.74%
Returns By Period
In the year-to-date period, DKL achieves a 4.82% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, DKL has underperformed SPY with an annualized return of 11.69%, while SPY has yielded a comparatively higher 12.97% annualized return.
DKL
4.82%
2.17%
9.58%
3.93%
16.34%
11.69%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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Risk-Adjusted Performance
DKL vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delek Logistics Partners, LP (DKL) 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
DKL vs. SPY - Dividend Comparison
DKL's dividend yield for the trailing twelve months is around 11.26%, more than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DKL Delek Logistics Partners, LP | 11.26% | 9.56% | 8.69% | 8.71% | 11.19% | 10.51% | 10.38% | 8.80% | 8.70% | 6.05% | 5.09% | 4.45% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
DKL vs. SPY - Drawdown Comparison
The maximum DKL drawdown since its inception was -82.68%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for DKL and SPY. For additional features, visit the drawdowns tool.
Volatility
DKL vs. SPY - Volatility Comparison
Delek Logistics Partners, LP (DKL) has a higher volatility of 3.93% compared to SPDR S&P 500 ETF (SPY) at 3.72%. This indicates that DKL'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.