DHCNI vs SPY

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

5-Year PerformanceSPY has outperformed DHCNI, delivering a return of +13.9% compared to +4.7%

DHCNI vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DHCNI(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$4.49B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	76.68%	56.47%
Sharpe Ratio	0.93	1.67
5Y Beta	0.30	1.00
P/E Ratio	-14.01	28.81
Forward P/E	N/A	22.07
PEG Ratio	-1.58	N/A
Dividend Yield	20.00%	N/A
5Y Dividends CAGR	4.57%	5.43%
5Y EPS CAGR	7.79%	25.84%
Debt to Equity	150.76%	34.16%
Free Cash Flow Yield	-0.18%	N/A
P/S Ratio	N/A	3.69
P/B Ratio	N/A	5.54

Market Cap / Net Assets

DHCNI

$4.49B

Winner

SPY

$735B

Expense Ratio

DHCNI

N/A

SPY

0.09%

Max Drawdown

DHCNI

76.68%

Winner

SPY

56.47%

Sharpe Ratio

DHCNI

0.93

Winner

SPY

1.67

5Y Beta

Winner

DHCNI

0.30

SPY

1.00

P/E Ratio

Winner

DHCNI

-14.01

SPY

28.81

Forward P/E

DHCNI

N/A

SPY

22.07

PEG Ratio

DHCNI

-1.58

SPY

N/A

Dividend Yield

DHCNI

20.00%

SPY

N/A

5Y Dividends CAGR

DHCNI

4.57%

Winner

SPY

5.43%

5Y EPS CAGR

DHCNI

7.79%

Winner

SPY

25.84%

Debt to Equity

DHCNI

150.76%

Winner

SPY

34.16%

Free Cash Flow Yield

DHCNI

-0.18%

SPY

N/A

P/S Ratio

DHCNI

N/A

SPY

3.69

P/B Ratio

DHCNI

N/A

SPY

5.54

DHCNI vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	DHCNI	SPY
1 month	+3.13%	+5.49%
3 months	+4.92%	+8.03%
6 months	+11.99%	+13.34%
1 year	+28.79%	+28.89%
5 years(CAGR)	+4.70%	+13.90%
10 years(CAGR)	+4.49%	+15.59%
Max(CAGR)	+5.68%	+8.51%

DHCNI

+3.13%

Winner

SPY

+5.49%

DHCNI

+4.92%

Winner

SPY

+8.03%

DHCNI

+11.99%

Winner

SPY

+13.34%

DHCNI

+28.79%

Winner

SPY

+28.89%

5Y(CAGR)

DHCNI

+4.70%

Winner

SPY

+13.90%

10Y(CAGR)

DHCNI

+4.49%

Winner

SPY

+15.59%

Max(CAGR)

DHCNI

+5.68%

Winner

SPY

+8.51%

DHCNI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DHCNI	SPY
2026	+14.68%	+9.02%
2025	+16.99%	+18.00%
2024	+12.88%	+25.59%
2023	+49.79%	+26.72%
2022	-46.94%	-18.64%
2021	-0.82%	+30.52%
2020	+1.46%	+17.28%
2019	+30.01%	+31.09%
2018	-14.90%	-5.24%
2017	+14.79%	+20.78%
2016	-2.94%	+13.59%
2015	+9.51%	+1.31%
2014	+25.50%	+14.56%
2013	-10.43%	+29.00%
2012	+6.22%	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+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%

DHCNI vs SPY Drawdown Comparison

The maximum drawdown for DHCNI was -75.90%, occurring on Mar 18, 2020. Recovery took 254 trading sessions.

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

The current DHCNI drawdown is -3.37%. The current SPY drawdown is -0.73%.

Rank	DHCNI	SPY
#1	-75.90% Jan 22, 2020 - Jan 25, 2021	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-57.65% Sep 16, 2021 - Aug 13, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-22.75% Jul 20, 2018 - Sep 3, 2019	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-21.45% May 2, 2013 - Jul 18, 2014	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-15.94% Oct 21, 2016 - Sep 29, 2017	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-14.71% Jan 25, 2021 - Jun 17, 2021	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-11.45% Mar 13, 2026 - Apr 10, 2026	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-10.38% Sep 16, 2025 - Jan 30, 2026	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-9.63% Jan 5, 2016 - Mar 3, 2016	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-8.11% Aug 14, 2025 - Sep 8, 2025	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-7.58% Apr 14, 2015 - Aug 31, 2015	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-6.68% Jan 11, 2018 - Apr 12, 2018	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-6.21% Feb 20, 2026 - Mar 13, 2026	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-6.12% Nov 28, 2014 - Jan 2, 2015	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-5.75% Apr 12, 2018 - Jul 10, 2018	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DHCNI and SPY is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64

-101

Dividend Comparison (1999 - 2026)

DHCNI vs SPY dividend yield comparison.

Year	DHCNI	SPY
2026	3.82%	0.24%
2025	8.78%	1.07%
2024	9.02%	1.21%
2023	9.31%	1.40%
2022	13.02%	1.65%
2021	6.37%	1.20%
2020	5.96%	1.52%
2019	5.68%	1.75%
2018	6.97%	2.04%
2017	5.57%	1.80%
2016	6.03%	2.03%
2015	5.54%	2.06%
2014	5.84%	1.87%
2013	10.19%	1.81%
2012	2.90%	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%