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 0.40, 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:
-0.72
SPY:
0.51
DLTR:
-0.82
SPY:
0.86
DLTR:
0.89
SPY:
1.13
DLTR:
-0.53
SPY:
0.55
DLTR:
-0.98
SPY:
2.26
DLTR:
35.03%
SPY:
4.55%
DLTR:
47.77%
SPY:
20.08%
DLTR:
-67.06%
SPY:
-55.19%
DLTR:
-53.72%
SPY:
-9.89%
Returns By Period
In the year-to-date period, DLTR achieves a 7.51% return, which is significantly higher than SPY's -5.76% return. Over the past 10 years, DLTR has underperformed SPY with an annualized return of 0.39%, while SPY has yielded a comparatively higher 12.04% annualized return.
DLTR
7.51%
4.70%
21.25%
-33.82%
0.07%
0.39%
SPY
-5.76%
-2.90%
-4.30%
9.72%
15.64%
12.04%
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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 1.30%.
| 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 | 1.30% | 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 23.97% compared to SPDR S&P 500 ETF (SPY) at 15.12%. 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.