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DDT vs SPY

Comparison between Dillards Capital Trust I (DDT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DDT, delivering a return of +13.4% compared to +7.8%

DDT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
DDT
$407M
Winner
SPY
$784B
Expense Ratio
DDT
N/A
SPY
0.09%
Max Drawdown
DDT
84.58%
Winner
SPY
56.47%
Sharpe Ratio
DDT
0.78
Winner
SPY
1.56
5Y Beta
Winner
DDT
0.07
SPY
1.00
P/E Ratio
Winner
DDT
0.66
SPY
28.29
Forward P/E
DDT
N/A
SPY
21.75
PEG Ratio
DDT
0.03
SPY
N/A
Dividend Yield
DDT
11.20%
SPY
N/A
5Y Dividends CAGR
DDT
4.56%
Winner
SPY
5.43%
5Y EPS CAGR
Winner
DDT
40.22%
SPY
25.98%
Debt to Equity
Winner
DDT
0.00%
SPY
30.79%
P/S Ratio
DDT
N/A
SPY
3.79
P/B Ratio
DDT
N/A
SPY
5.67

DDT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
DDT
+0.23%
Winner
SPY
+0.48%
3M
DDT
+2.43%
Winner
SPY
+11.67%
6M
DDT
+3.96%
Winner
SPY
+9.42%
1Y
DDT
+7.38%
Winner
SPY
+24.27%
5Y(CAGR)
DDT
+7.76%
Winner
SPY
+13.36%
10Y(CAGR)
DDT
+7.57%
Winner
SPY
+15.42%
Max(CAGR)
Winner
DDT
+9.78%
SPY
+8.49%

DDT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDDTSPY
2026+3.09%+8.88%
2025+9.07%+18.00%
2024+6.39%+25.59%
2023+8.78%+26.72%
2022-2.14%-18.64%
2021+20.73%+30.52%
2020+2.12%+17.28%
2019+9.75%+31.09%
2018+6.57%-5.24%
2017+6.38%+20.78%
2016+3.69%+13.59%
2015+10.66%+1.31%
2014+10.56%+14.56%
2013+6.03%+29.00%
2012+10.41%+14.17%
2011+11.65%+0.85%
2010+34.13%+13.14%
2009+231.21%+22.67%
2008-62.94%-36.25%
2007-19.90%+5.32%
2006+11.80%+13.85%
2005+4.51%+5.32%
2004+15.96%+10.75%
2003+46.77%+24.18%
2002+0.60%-22.42%
2001+39.72%-10.13%
2000-19.62%-8.84%
1999-10.73%+8.61%

DDT vs SPY Drawdown Comparison

The maximum drawdown for DDT was -80.27%, occurring on Mar 9, 2009. Recovery took 596 trading sessions.

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

The current DDT drawdown is -0.50%. The current SPY drawdown is -2.35%.

RankDDTSPY
#1-80.27%
Jul 13, 2007 - Nov 20, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-45.71%
Feb 21, 2020 - Oct 16, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-39.68%
Nov 9, 1999 - Feb 6, 2001		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.76%
Nov 26, 2001 - Mar 6, 2002		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.43%
Jun 11, 2002 - Apr 17, 2003		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.95%
Jul 13, 2001 - Nov 19, 2001		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-13.26%
Jul 11, 2003 - Nov 28, 2003		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.22%
Apr 13, 2010 - Aug 19, 2010		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.96%
Apr 11, 2001 - Jul 10, 2001		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.87%
Jul 25, 2018 - May 8, 2019		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.78%
Mar 6, 2002 - May 16, 2002		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.37%
Jul 22, 2011 - Oct 13, 2011		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.01%
Oct 16, 2020 - Nov 17, 2020		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.81%
Jan 8, 2010 - Mar 1, 2010		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.97%
Feb 23, 2001 - Mar 23, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DDT and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

DDT vs SPY dividend yield comparison.

YearDDTSPY
20263.59%0.24%
20257.16%1.07%
20247.29%1.21%
20237.29%1.40%
20227.44%1.65%
20216.69%1.20%
20207.58%1.52%
20197.10%1.75%
20187.34%2.04%
20177.25%1.80%
20167.21%2.03%
20156.98%2.06%
20147.20%1.87%
20137.40%1.81%
20127.35%2.18%
20117.54%2.05%
20107.83%1.80%
20099.87%1.95%
200829.54%3.02%
200710.14%1.85%
20067.52%1.73%
20057.82%1.73%
20047.56%1.82%
20037.96%1.47%
200210.88%1.70%
200110.20%1.25%
20003.54%1.15%
19990.00%0.24%

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