DG vs SPY
Comparison between Dollar General Corp (DG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed DG, delivering a return of +13.3% compared to -11.0%
DG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
DG
$26B
Winner
SPY
$652B
Expense Ratio
DG
N/A
SPY
0.09%
Max Drawdown
DG
73.72%
Winner
SPY
56.47%
Sharpe Ratio
DG
0.67
Winner
SPY
2.07
5Y Beta
Winner
DG
0.04
SPY
1.00
Industry
DG
Discount Stores
SPY
N/A
P/E Ratio
Winner
DG
16.94
SPY
28.24
Forward P/E
Winner
DG
16.13
SPY
21.85
PEG Ratio
DG
0.68
SPY
N/A
Dividend Yield
DG
2.03%
SPY
N/A
5Y Dividends CAGR
Winner
DG
14.48%
SPY
5.43%
5Y EPS CAGR
DG
2.98%
Winner
SPY
25.79%
Debt to Equity
Winner
DG
0.00%
SPY
22.35%
Free Cash Flow Yield
DG
14.18%
SPY
N/A
P/S Ratio
Winner
DG
0.60
SPY
3.55
P/B Ratio
Winner
DG
3.03
SPY
5.29
DG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
DG
-7.96%
Winner
SPY
+9.11%
3M
DG
-22.77%
Winner
SPY
+6.59%
6M
Winner
DG
+15.17%
SPY
+10.56%
1Y
DG
+25.67%
Winner
SPY
+32.04%
5Y(CAGR)
DG
-11.01%
Winner
SPY
+13.35%
10Y(CAGR)
DG
+4.29%
Winner
SPY
+15.49%
Max(CAGR)
Winner
DG
+11.24%
SPY
+8.50%
DG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DG | SPY |
|---|---|---|
| 2026 | -16.48% | +8.27% |
| 2025 | +80.17% | +18.00% |
| 2024 | -44.93% | +25.59% |
| 2023 | -44.24% | +26.72% |
| 2022 | +5.53% | -18.64% |
| 2021 | +13.13% | +30.52% |
| 2020 | +35.39% | +17.28% |
| 2019 | +46.19% | +31.09% |
| 2018 | +16.24% | -5.24% |
| 2017 | +26.71% | +20.78% |
| 2016 | +3.58% | +13.59% |
| 2015 | +2.77% | +1.31% |
| 2014 | +15.52% | +14.56% |
| 2013 | +40.54% | +29.00% |
| 2012 | +7.33% | +14.17% |
| 2011 | +34.14% | +0.85% |
| 2010 | +32.89% | +13.14% |
| 2009 | -1.32% | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
DG vs SPY Drawdown Comparison
The maximum drawdown for DG was -72.60%, occurring on Jan 17, 2025. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DG drawdown is -53.42%.
| Rank | DG | SPY |
|---|---|---|
| #1 | -72.60% Oct 28, 2022 - Jan 17, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -30.51% Jul 26, 2016 - Jan 4, 2018 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -27.58% Apr 20, 2022 - Oct 28, 2022 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -25.83% Jul 20, 2015 - Mar 10, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -23.87% Jul 10, 2012 - Jul 11, 2013 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -20.96% Jan 7, 2022 - Apr 6, 2022 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -19.98% Oct 13, 2020 - Jul 15, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -19.68% Dec 3, 2010 - May 12, 2011 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -18.44% Feb 21, 2020 - Apr 6, 2020 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -18.31% Jan 29, 2018 - Aug 14, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.89% Nov 8, 2018 - Feb 7, 2019 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -14.90% Jan 10, 2014 - Aug 18, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.51% Aug 10, 2021 - Jan 7, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.32% May 31, 2011 - Aug 30, 2011 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.91% Jun 2, 2010 - Nov 22, 2010 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DG and SPY is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
Dividend Comparison (1999 - 2026)
DG vs SPY dividend yield comparison.
| Year | DG | SPY |
|---|---|---|
| 2026 | 1.04% | 0.24% |
| 2025 | 1.78% | 1.07% |
| 2024 | 3.11% | 1.21% |
| 2023 | 1.30% | 1.40% |
| 2022 | 1.06% | 1.65% |
| 2021 | 0.69% | 1.20% |
| 2020 | 0.67% | 1.52% |
| 2019 | 0.80% | 1.75% |
| 2018 | 1.05% | 2.04% |
| 2017 | 0.84% | 1.80% |
| 2016 | 1.35% | 2.03% |
| 2015 | 1.22% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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