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 0.38, 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:
-1.15
SPY:
2.05
DLTR:
-1.58
SPY:
2.73
DLTR:
0.76
SPY:
1.38
DLTR:
-0.74
SPY:
3.11
DLTR:
-1.28
SPY:
13.02
DLTR:
37.42%
SPY:
2.01%
DLTR:
41.63%
SPY:
12.77%
DLTR:
-67.06%
SPY:
-55.19%
DLTR:
-59.17%
SPY:
-2.33%
Returns By Period
In the year-to-date period, DLTR achieves a -5.15% return, which is significantly lower than SPY's 0.95% return. Over the past 10 years, DLTR has underperformed SPY with an annualized return of 0.64%, while SPY has yielded a comparatively higher 13.35% annualized return.
DLTR
-5.15%
1.38%
-33.36%
-47.50%
-4.95%
0.64%
SPY
0.95%
-1.76%
7.74%
26.88%
14.01%
13.35%
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Risk-Adjusted Performance
DLTR vs. SPY — Risk-Adjusted Performance Rank
DLTR
SPY
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 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 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
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 11.31% compared to SPDR S&P 500 ETF (SPY) at 5.01%. 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.