DLTR vs. SPY
Compare and contrast key facts about Dollar Tree, Inc. (DLTR) 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: DLTR or SPY.
Correlation
The correlation between DLTR and SPY is 0.39, 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
DLTR vs. SPY - Performance Comparison
Key characteristics
DLTR:
-1.19
SPY:
2.17
DLTR:
-1.64
SPY:
2.88
DLTR:
0.74
SPY:
1.41
DLTR:
-0.75
SPY:
3.19
DLTR:
-1.38
SPY:
14.10
DLTR:
35.04%
SPY:
1.90%
DLTR:
40.53%
SPY:
12.39%
DLTR:
-67.06%
SPY:
-55.19%
DLTR:
-60.33%
SPY:
-3.19%
Returns By Period
In the year-to-date period, DLTR achieves a -51.38% return, which is significantly lower than SPY's 24.97% return.
DLTR
-51.38%
6.46%
-35.81%
-48.62%
-6.01%
0.00%
SPY
24.97%
-0.32%
8.25%
26.85%
14.57%
12.92%
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Risk-Adjusted Performance
DLTR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dollar Tree, Inc. (DLTR) 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
DLTR vs. SPY - Dividend Comparison
DLTR has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 0.87%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
DLTR vs. SPY - Drawdown Comparison
The maximum DLTR drawdown since its inception was -67.06%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for DLTR and SPY. For additional features, visit the drawdowns tool.
Volatility
DLTR vs. SPY - Volatility Comparison
Dollar Tree, Inc. (DLTR) has a higher volatility of 8.69% compared to SPDR S&P 500 ETF (SPY) at 3.64%. This indicates that DLTR'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.