DLTR vs SPY
Comparison between Dollar Tree Inc (DLTR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed DLTR, delivering a return of +13.3% compared to -4.1%
DLTR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
DLTR
$19B
Winner
SPY
$652B
Expense Ratio
DLTR
N/A
SPY
0.09%
Max Drawdown
DLTR
67.06%
Winner
SPY
56.47%
Sharpe Ratio
DLTR
0.38
Winner
SPY
2.07
5Y Beta
Winner
DLTR
0.59
SPY
1.00
Industry
DLTR
Discount Stores
SPY
N/A
P/E Ratio
Winner
DLTR
15.26
SPY
28.24
Forward P/E
Winner
DLTR
13.83
SPY
21.85
PEG Ratio
DLTR
1.15
SPY
N/A
5Y Dividends CAGR
DLTR
N/A
SPY
5.43%
5Y EPS CAGR
DLTR
2.09%
Winner
SPY
25.79%
Debt to Equity
DLTR
64.76%
Winner
SPY
22.35%
Free Cash Flow Yield
DLTR
0.00%
SPY
N/A
P/S Ratio
Winner
DLTR
0.97
SPY
3.55
P/B Ratio
Winner
DLTR
4.86
SPY
5.29
DLTR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
DLTR
-10.77%
Winner
SPY
+9.11%
3M
DLTR
-23.49%
Winner
SPY
+6.59%
6M
DLTR
-10.88%
Winner
SPY
+10.56%
1Y
DLTR
+10.38%
Winner
SPY
+32.04%
5Y(CAGR)
DLTR
-4.11%
Winner
SPY
+13.35%
10Y(CAGR)
DLTR
+1.39%
Winner
SPY
+15.49%
Max(CAGR)
Winner
DLTR
+9.18%
SPY
+8.50%
DLTR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DLTR | SPY |
|---|---|---|
| 2026 | -26.20% | +8.27% |
| 2025 | +60.86% | +18.00% |
| 2024 | -47.43% | +25.59% |
| 2023 | +1.28% | +26.72% |
| 2022 | +0.19% | -18.64% |
| 2021 | +31.40% | +30.52% |
| 2020 | +15.21% | +17.28% |
| 2019 | +3.12% | +31.09% |
| 2018 | -16.90% | -5.24% |
| 2017 | +38.55% | +20.78% |
| 2016 | -2.07% | +13.59% |
| 2015 | +9.77% | +1.31% |
| 2014 | +24.79% | +14.56% |
| 2013 | +41.40% | +29.00% |
| 2012 | -1.59% | +14.17% |
| 2011 | +46.97% | +0.85% |
| 2010 | +74.63% | +13.14% |
| 2009 | +14.86% | +22.67% |
| 2008 | +64.72% | -36.25% |
| 2007 | -15.54% | +5.32% |
| 2006 | +24.38% | +13.85% |
| 2005 | -16.12% | +5.32% |
| 2004 | -2.84% | +10.75% |
| 2003 | +16.78% | +24.18% |
| 2002 | -19.71% | -22.42% |
| 2001 | +34.39% | -10.13% |
| 2000 | -23.25% | -8.84% |
| 1999 | +17.26% | +8.61% |
DLTR vs SPY Drawdown Comparison
The maximum drawdown for DLTR was -67.06%, occurring on Mar 21, 2001. Recovery took 2294 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DLTR drawdown is -45.86%.
| Rank | DLTR | SPY |
|---|---|---|
| #1 | -67.06% Jul 12, 2000 - Aug 26, 2009 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -64.84% Apr 20, 2022 - Nov 11, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -44.64% Oct 22, 2019 - Apr 5, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -40.08% Jan 10, 2000 - Apr 3, 2000 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -33.54% Jun 19, 2012 - Sep 18, 2013 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -32.34% Aug 10, 2016 - Nov 21, 2017 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -31.66% Jan 29, 2018 - Oct 15, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -29.11% Apr 5, 2021 - Nov 15, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -26.76% Mar 20, 2015 - May 26, 2016 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.08% Nov 15, 2013 - Oct 31, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.45% May 16, 2000 - Jul 6, 2000 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.31% Dec 17, 2010 - Apr 20, 2011 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -13.90% Nov 24, 2021 - Mar 8, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -13.19% Jul 7, 2011 - Aug 26, 2011 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.76% Nov 3, 1999 - Nov 30, 1999 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DLTR and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
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