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DCI vs SPY

Comparison between Donaldson Co. Inc (DCI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DCI, delivering a return of +12.9% compared to +8.4%

DCI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
DCI
$10B
Winner
SPY
$784B
Expense Ratio
DCI
N/A
SPY
0.09%
Max Drawdown
DCI
57.32%
Winner
SPY
56.47%
Sharpe Ratio
DCI
0.91
Winner
SPY
1.35
5Y Beta
Winner
DCI
0.86
SPY
1.00
Industry
DCI
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
Winner
DCI
26.92
SPY
28.30
Forward P/E
Winner
DCI
20.62
SPY
21.43
PEG Ratio
DCI
1.71
SPY
N/A
Dividend Yield
DCI
1.39%
SPY
N/A
5Y Dividends CAGR
Winner
DCI
12.33%
SPY
6.00%
5Y EPS CAGR
DCI
8.97%
Winner
SPY
25.31%
Debt to Equity
Winner
DCI
0.61%
SPY
31.81%
Free Cash Flow Yield
DCI
3.79%
SPY
N/A
P/S Ratio
Winner
DCI
2.69
SPY
3.67
P/B Ratio
DCI
6.14
Winner
SPY
5.56

DCI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DCI
+4.37%
SPY
-1.70%
3M
DCI
+4.87%
Winner
SPY
+13.85%
6M
DCI
-0.34%
Winner
SPY
+9.60%
1Y
Winner
DCI
+26.87%
SPY
+21.37%
5Y(CAGR)
DCI
+8.40%
Winner
SPY
+12.94%
10Y(CAGR)
DCI
+11.68%
Winner
SPY
+15.34%
Max(CAGR)
Winner
DCI
+12.19%
SPY
+8.50%

DCI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDCISPY
2026-0.34%+9.60%
2025+33.81%+18.00%
2024+5.51%+25.59%
2023+12.54%+26.72%
2022+2.04%-18.64%
2021+9.42%+30.52%
2020-2.02%+17.28%
2019+36.15%+31.09%
2018-9.97%-5.24%
2017+17.64%+20.78%
2016+50.95%+13.59%
2015-24.00%+1.31%
2014-8.89%+14.56%
2013+29.09%+29.00%
2012-3.03%+14.17%
2011+16.59%+0.85%
2010+37.40%+13.14%
2009+26.50%+22.67%
2008-25.30%-36.25%
2007+35.04%+5.32%
2006+7.98%+13.85%
2005+0.48%+5.32%
2004+12.05%+10.75%
2003+63.44%+24.18%
2002-5.56%-22.42%
2001+47.64%-10.13%
2000+20.45%-8.84%
1999+2.71%+8.61%

DCI vs SPY Drawdown Comparison

The maximum drawdown for DCI was -56.91%, occurring on Mar 9, 2009. Recovery took 610 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current DCI drawdown is -18.94%. The current SPY drawdown is -1.70%.

RankDCISPY
#1-56.91%
Jun 5, 2008 - Nov 4, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-42.72%
Dec 23, 2019 - Jan 6, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-37.77%
Dec 26, 2013 - Dec 1, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-32.20%
Aug 30, 2021 - Feb 2, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-31.35%
Apr 16, 2002 - Jun 12, 2003		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-30.94%
Sep 21, 2018 - Dec 20, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-26.04%
Feb 11, 2026 - May 19, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-25.50%
Jul 7, 2011 - Oct 24, 2011		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-23.82%
Nov 25, 2024 - Aug 27, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-22.42%
Dec 9, 1999 - Nov 29, 2000		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-22.17%
Dec 6, 2007 - May 28, 2008		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-18.46%
Feb 14, 2012 - May 14, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-18.07%
Jul 13, 2001 - Nov 6, 2001		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-17.12%
Dec 11, 2003 - Nov 2, 2004		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-16.15%
Dec 19, 2001 - Mar 6, 2002		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DCI and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

DCI vs SPY dividend yield comparison.

YearDCISPY
20260.70%0.50%
20251.32%1.07%
20241.57%1.21%
20231.50%1.40%
20221.55%1.65%
20211.47%1.20%
20201.50%1.52%
20191.42%1.75%
20181.73%2.04%
20171.45%1.80%
20161.65%2.03%
20152.36%2.06%
20141.64%1.87%
20131.15%1.81%
20121.07%2.18%
20110.85%2.05%
20100.85%1.80%
20091.08%1.95%
20081.32%3.02%
20070.82%1.85%
20060.98%1.73%
20050.88%1.73%
20040.69%1.82%
20030.63%1.47%
20020.92%1.70%
20010.77%1.25%
20001.03%1.15%
19990.29%0.24%

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