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DHIL vs SPY

Comparison between Diamond Hill Investment Group Inc - Class A (DHIL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DHIL, delivering a return of +13.8% compared to +8.4%

DHIL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
DHIL
$473M
Winner
SPY
$784B
Expense Ratio
DHIL
N/A
SPY
0.09%
Max Drawdown
DHIL
75.89%
Winner
SPY
56.47%
Sharpe Ratio
DHIL
0.94
Winner
SPY
1.56
5Y Beta
DHIL
N/A
SPY
1.00
Industry
DHIL
Asset Management
SPY
N/A
P/E Ratio
Winner
DHIL
9.81
SPY
28.29
Forward P/E
DHIL
21.83
Winner
SPY
21.75
PEG Ratio
DHIL
0.73
SPY
N/A
Dividend Yield
DHIL
3.43%
SPY
N/A
5Y Dividends CAGR
DHIL
5.02%
Winner
SPY
5.43%
5Y EPS CAGR
DHIL
8.01%
Winner
SPY
25.98%
Debt to Equity
Winner
DHIL
0.00%
SPY
30.79%
Free Cash Flow Yield
DHIL
-1.91%
SPY
N/A
P/S Ratio
DHIL
N/A
SPY
3.79
P/B Ratio
DHIL
N/A
SPY
5.67

DHIL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
DHIL
+1.37%
Winner
SPY
+2.12%
3M
DHIL
+2.57%
Winner
SPY
+13.14%
6M
Winner
DHIL
+33.50%
SPY
+11.52%
1Y
Winner
DHIL
+45.59%
SPY
+26.68%
5Y(CAGR)
DHIL
+8.37%
Winner
SPY
+13.75%
10Y(CAGR)
DHIL
+5.47%
Winner
SPY
+15.65%
Max(CAGR)
Winner
DHIL
+22.33%
SPY
+8.56%

DHIL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDHILSPY
2026+2.80%+10.80%
2025+18.58%+18.00%
2024-2.18%+25.59%
2023-5.69%+26.72%
2022+0.65%-18.64%
2021+47.27%+30.52%
2020+12.33%+17.28%
2019-1.01%+31.09%
2018-23.84%-5.24%
2017+1.46%+20.78%
2016+21.58%+13.59%
2015+42.23%+1.31%
2014+21.46%+14.56%
2013+74.13%+29.00%
2012+0.60%+14.17%
2011+7.02%+0.85%
2010+31.92%+13.14%
2009+13.78%+22.67%
2008+1.83%-36.25%
2007-12.97%+5.32%
2006+165.30%+13.85%
2005+82.61%+5.32%
2004+146.32%+10.75%
2003+61.40%+24.18%
2002+0.26%-22.42%
2001+94.17%-10.13%
2000-41.86%-8.84%
1999+0.00%+8.61%

DHIL vs SPY Drawdown Comparison

The maximum drawdown for DHIL was -75.89%, occurring on Jun 28, 2001. Recovery took 470 trading sessions.

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

The current SPY drawdown is -0.62%.

RankDHILSPY
#1-75.89%
Nov 10, 1999 - Sep 27, 2001		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-69.71%
Feb 13, 2007 - Nov 4, 2010		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-59.77%
Jun 5, 2002 - Jan 27, 2004		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-57.66%
Jan 23, 2018 - May 5, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-33.01%
Nov 24, 2021 - Jan 29, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-31.08%
Dec 1, 2015 - Oct 27, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-28.70%
Sep 27, 2001 - May 13, 2002		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-25.88%
Mar 2, 2005 - Aug 12, 2005		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-23.33%
Dec 6, 2005 - Feb 6, 2006		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-22.32%
Jul 19, 2011 - Feb 3, 2012		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-18.42%
Feb 6, 2012 - Oct 16, 2012		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-16.67%
Nov 1, 1999 - Nov 8, 1999		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-16.39%
Mar 9, 2006 - Jun 29, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-15.02%
Oct 16, 2012 - Dec 11, 2012		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-14.26%
Sep 8, 2014 - Oct 31, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DHIL and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

DHIL vs SPY dividend yield comparison.

YearDHILSPY
20260.00%0.24%
20255.90%1.07%
20243.87%1.21%
20233.62%1.40%
20225.40%1.65%
202111.84%1.20%
20208.04%1.52%
20196.41%1.75%
20185.35%2.04%
20173.39%1.80%
20162.85%2.03%
20152.65%2.06%
20142.90%1.87%
20132.54%1.81%
201211.79%2.18%
20116.76%2.05%
201017.97%1.80%
200915.57%1.95%
200815.38%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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