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 +14.0% compared to +7.3%
DCI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
DCI
$9.70B
Winner
SPY
$735B
Expense Ratio
DCI
N/A
SPY
0.09%
Max Drawdown
DCI
57.32%
Winner
SPY
56.47%
Sharpe Ratio
DCI
0.73
Winner
SPY
1.87
5Y Beta
Winner
DCI
0.86
SPY
1.00
Industry
DCI
Specialty Industrial Machinery
SPY
N/A
P/E Ratio
Winner
DCI
27.33
SPY
28.55
Forward P/E
Winner
DCI
19.76
SPY
21.99
Dividend Yield
DCI
1.41%
SPY
N/A
5Y Dividends CAGR
Winner
DCI
6.96%
SPY
5.43%
5Y EPS CAGR
DCI
7.24%
Winner
SPY
25.29%
Debt to Equity
Winner
DCI
0.00%
SPY
22.22%
Free Cash Flow Yield
DCI
3.60%
SPY
N/A
P/S Ratio
DCI
N/A
SPY
3.63
P/B Ratio
DCI
N/A
SPY
5.45
DCI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
DCI
-6.07%
Winner
SPY
+7.73%
3M
DCI
-23.42%
Winner
SPY
+10.05%
6M
DCI
-1.46%
Winner
SPY
+11.98%
1Y
DCI
+21.88%
Winner
SPY
+28.79%
5Y(CAGR)
DCI
+7.25%
Winner
SPY
+13.98%
10Y(CAGR)
DCI
+11.75%
Winner
SPY
+15.71%
Max(CAGR)
Winner
DCI
+11.99%
SPY
+8.55%
DCI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DCI | SPY |
|---|---|---|
| 2026 | -6.54% | +9.82% |
| 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 -23.99%.
| Rank | DCI | SPY |
|---|---|---|
| #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 | -25.50% Jul 7, 2011 - Oct 24, 2011 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -25.08% Feb 11, 2026 - Mar 30, 2026 | -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 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
DCI vs SPY dividend yield comparison.
| Year | DCI | SPY |
|---|---|---|
| 2026 | 0.36% | 0.24% |
| 2025 | 1.32% | 1.07% |
| 2024 | 1.57% | 1.21% |
| 2023 | 1.50% | 1.40% |
| 2022 | 1.55% | 1.65% |
| 2021 | 1.47% | 1.20% |
| 2020 | 1.50% | 1.52% |
| 2019 | 1.42% | 1.75% |
| 2018 | 1.73% | 2.04% |
| 2017 | 1.45% | 1.80% |
| 2016 | 1.65% | 2.03% |
| 2015 | 2.36% | 2.06% |
| 2014 | 1.64% | 1.87% |
| 2013 | 1.15% | 1.81% |
| 2012 | 1.07% | 2.18% |
| 2011 | 0.85% | 2.05% |
| 2010 | 0.85% | 1.80% |
| 2009 | 1.08% | 1.95% |
| 2008 | 1.32% | 3.02% |
| 2007 | 0.82% | 1.85% |
| 2006 | 0.98% | 1.73% |
| 2005 | 0.88% | 1.73% |
| 2004 | 0.69% | 1.82% |
| 2003 | 0.63% | 1.47% |
| 2002 | 0.92% | 1.70% |
| 2001 | 0.77% | 1.25% |
| 2000 | 1.03% | 1.15% |
| 1999 | 0.29% | 0.24% |
Select Stocks to Compare
Popular: DCI vs SPY
More Comparisons
Compare with similar stocks