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DHC vs SPY

Comparison between Diversified Healthcare Trust (DHC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceDHC has outperformed SPY, delivering a return of +19.5% compared to +13.4%

DHC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
DHC
$2.15B
Winner
SPY
$784B
Expense Ratio
DHC
N/A
SPY
0.09%
Max Drawdown
DHC
97.88%
Winner
SPY
56.47%
Sharpe Ratio
Winner
DHC
2.51
SPY
1.50
5Y Beta
Winner
DHC
0.79
SPY
1.00
Industry
DHC
Reit - Healthcare Facilities
SPY
N/A
P/E Ratio
Winner
DHC
-6.70
SPY
28.29
Forward P/E
Winner
DHC
16.64
SPY
21.76
PEG Ratio
DHC
-0.75
SPY
N/A
Dividend Yield
DHC
0.46%
SPY
N/A
5Y Dividends CAGR
Winner
DHC
10.76%
SPY
5.43%
5Y EPS CAGR
DHC
7.79%
Winner
SPY
25.98%
Debt to Equity
DHC
150.76%
Winner
SPY
30.79%
Free Cash Flow Yield
DHC
-0.37%
SPY
N/A
P/S Ratio
Winner
DHC
1.42
SPY
3.79
P/B Ratio
Winner
DHC
1.32
SPY
5.67

DHC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DHC
+8.01%
SPY
+0.48%
3M
Winner
DHC
+21.87%
SPY
+11.67%
6M
Winner
DHC
+93.15%
SPY
+9.42%
1Y
Winner
DHC
+164.74%
SPY
+24.27%
5Y(CAGR)
Winner
DHC
+19.54%
SPY
+13.36%
10Y(CAGR)
DHC
-3.30%
Winner
SPY
+15.42%
Max(CAGR)
DHC
+6.97%
Winner
SPY
+8.49%

DHC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDHCSPY
2026+81.90%+8.88%
2025+116.63%+18.00%
2024-35.05%+25.59%
2023+487.90%+26.72%
2022-79.71%-18.64%
2021-20.81%+30.52%
2020-48.70%+17.28%
2019-21.10%+31.09%
2018-33.17%-5.24%
2017+8.69%+20.78%
2016+36.37%+13.59%
2015-27.77%+1.31%
2014+7.23%+14.56%
2013-1.49%+29.00%
2012+12.22%+14.17%
2011+7.71%+0.85%
2010+7.97%+13.14%
2009+45.16%+22.67%
2008-16.47%-36.25%
2007-1.37%+5.32%
2006+54.50%+13.85%
2005-2.21%+5.32%
2004+17.00%+10.75%
2003+77.46%+24.18%
2002-13.10%-22.42%
2001+53.33%-10.13%
2000+25.82%-8.84%
1999N/A+8.61%

DHC vs SPY Drawdown Comparison

The maximum drawdown for DHC was -96.32%, occurring on Dec 22, 2022. 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 DHC drawdown is -43.67%. The current SPY drawdown is -2.35%.

RankDHCSPY
#1-96.32%
Sep 7, 2016 - Dec 22, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-57.77%
Sep 19, 2008 - Dec 18, 2009		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-43.99%
May 21, 2013 - Sep 6, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-35.69%
Jun 28, 2002 - Jul 31, 2003		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-33.87%
Feb 7, 2007 - Apr 24, 2008		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-26.25%
Mar 31, 2000 - Oct 11, 2000		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-26.18%
Apr 2, 2004 - Oct 28, 2004		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-22.27%
Apr 24, 2008 - Sep 19, 2008		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-22.05%
Jul 22, 2011 - Jul 17, 2012		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-18.90%
Nov 4, 2010 - Jul 19, 2011		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-17.25%
Dec 1, 2004 - Jul 5, 2005		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-15.67%
Apr 29, 2010 - Aug 2, 2010		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.55%
Aug 2, 2005 - Jul 28, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.12%
Oct 13, 2000 - Dec 26, 2000		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.02%
Jan 31, 2001 - Mar 30, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DHC and SPY is -0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.26
-101

Dividend Comparison (1999 - 2026)

DHC vs SPY dividend yield comparison.

YearDHCSPY
20260.22%0.24%
20250.82%1.07%
20241.74%1.21%
20231.07%1.40%
20226.18%1.65%
20211.29%1.20%
20204.37%1.52%
20199.95%1.75%
201813.31%2.04%
20178.15%1.80%
20168.24%2.03%
201511.40%2.06%
20147.06%1.87%
20137.02%1.81%
20126.47%2.18%
20116.64%2.05%
20106.61%1.80%
20096.49%1.95%
20087.81%3.02%
20076.04%1.85%
20065.31%1.73%
20057.57%1.73%
20046.60%1.82%
20037.20%1.47%
200211.59%1.70%
20016.47%1.25%
200012.03%1.15%
19990.00%0.24%

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