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DGICB vs SPY

Comparison between Donegal Group Inc - Class B (DGICB, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DGICB, delivering a return of +13.4% compared to +9.2%

DGICB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
DGICB
$708M
Winner
SPY
$784B
Expense Ratio
DGICB
N/A
SPY
0.09%
Max Drawdown
DGICB
64.25%
Winner
SPY
56.47%
Sharpe Ratio
DGICB
0.35
Winner
SPY
1.56
5Y Beta
Winner
DGICB
0.28
SPY
1.00
Industry
DGICB
Insurance - Property & Casualty
SPY
N/A
P/E Ratio
Winner
DGICB
9.76
SPY
28.29
Forward P/E
Winner
DGICB
14.37
SPY
21.75
PEG Ratio
DGICB
1.90
SPY
N/A
Dividend Yield
DGICB
3.81%
SPY
N/A
5Y Dividends CAGR
Winner
DGICB
9.09%
SPY
5.43%
5Y EPS CAGR
DGICB
-0.44%
Winner
SPY
25.98%
Debt to Equity
Winner
DGICB
5.39%
SPY
30.79%
Free Cash Flow Yield
DGICB
9.13%
SPY
N/A
P/S Ratio
Winner
DGICB
0.70
SPY
3.79
P/B Ratio
Winner
DGICB
1.09
SPY
5.67

DGICB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
DGICB
-4.02%
Winner
SPY
+0.48%
3M
Winner
DGICB
+21.37%
SPY
+11.67%
6M
Winner
DGICB
+19.28%
SPY
+9.42%
1Y
DGICB
+11.41%
Winner
SPY
+24.27%
5Y(CAGR)
DGICB
+9.20%
Winner
SPY
+13.36%
10Y(CAGR)
DGICB
+6.14%
Winner
SPY
+15.42%
Max(CAGR)
Winner
DGICB
+8.83%
SPY
+8.49%

DGICB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDGICBSPY
2026+6.78%+8.88%
2025+30.82%+18.00%
2024+3.36%+25.59%
2023-7.61%+26.72%
2022+24.64%-18.64%
2021+18.61%+30.52%
2020+2.01%+17.28%
2019+12.41%+31.09%
2018-19.54%-5.24%
2017-6.47%+20.78%
2016-0.76%+13.59%
2015-21.35%+1.31%
2014-6.31%+14.56%
2013+29.14%+29.00%
2012+12.30%+14.17%
2011-4.38%+0.85%
2010+7.26%+13.14%
2009+0.85%+22.67%
2008-4.54%-36.25%
2007+3.13%+5.32%
2006+13.46%+13.85%
2005+30.08%+5.32%
2004+17.14%+10.75%
2003+77.01%+24.18%
2002+13.59%-22.42%
2001+15.54%-10.13%
2000+56.28%-8.84%
1999-17.74%+8.61%

DGICB vs SPY Drawdown Comparison

The maximum drawdown for DGICB was -57.72%, occurring on Mar 23, 2020. Recovery took 2760 trading sessions.

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

The current DGICB drawdown is -6.74%. The current SPY drawdown is -2.35%.

RankDGICBSPY
#1-57.72%
Feb 17, 2015 - Feb 6, 2026
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-37.03%
Sep 19, 2007 - Nov 3, 2009
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-36.90%
Jul 25, 2011 - Mar 15, 2013
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-35.12%
Mar 20, 2013 - Apr 7, 2014
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-34.34%
Nov 3, 2009 - Jul 20, 2011
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-31.60%
Mar 28, 2000 - Oct 27, 2000
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-31.13%
Aug 3, 2001 - Jun 4, 2003
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-29.91%
Apr 7, 2014 - Feb 12, 2015
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-26.92%
Nov 2, 1999 - Mar 27, 2000
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-23.31%
Feb 6, 2026 - Apr 24, 2026
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-22.55%
Feb 20, 2001 - Aug 3, 2001
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-22.39%
Nov 21, 2000 - Feb 16, 2001
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-17.75%
Apr 15, 2004 - Dec 23, 2004
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-16.95%
May 10, 2006 - Jul 23, 2007
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-16.28%
Feb 16, 2005 - Jun 24, 2005
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DGICB and SPY is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61
-101

Dividend Comparison (1999 - 2026)

DGICB vs SPY dividend yield comparison.

YearDGICBSPY
20261.85%0.24%
20253.67%1.07%
20244.38%1.21%
20234.16%1.40%
20223.60%1.65%
20214.16%1.20%
20204.45%1.52%
20193.98%1.75%
20184.22%2.04%
20173.20%1.80%
20163.00%2.03%
20152.84%2.06%
20142.15%1.87%
20131.92%1.81%
20122.43%2.18%
20112.59%2.05%
20102.32%1.80%
20092.34%1.95%
20082.08%3.02%
20071.66%1.85%
20061.52%1.73%
20051.57%1.73%
20041.87%1.82%
20032.03%1.47%
20023.20%1.70%
20013.39%1.25%
20003.79%1.15%
19990.00%0.24%

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