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 +13.2% compared to +2.2%

DLTR vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DLTR(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$22B	$784B
Expense Ratio	N/A	0.09%
Max Drawdown	67.06%	56.47%
Sharpe Ratio	0.45	1.54
5Y Beta	0.63	1.00
Industry	Discount Stores	N/A
P/E Ratio	17.22	27.62
Forward P/E	16.72	21.11
PEG Ratio	1.39	N/A
5Y Dividends CAGR	N/A	6.00%
5Y EPS CAGR	0.66%	25.30%
Debt to Equity	83.62%	31.11%
Free Cash Flow Yield	0.00%	N/A
P/S Ratio	1.09	3.49
P/B Ratio	6.12	5.30

Market Cap / Net Assets

DLTR

$22B

Winner

SPY

$784B

Expense Ratio

DLTR

N/A

SPY

0.09%

Max Drawdown

DLTR

67.06%

Winner

SPY

56.47%

Sharpe Ratio

DLTR

0.45

Winner

SPY

1.54

5Y Beta

Winner

DLTR

0.63

SPY

1.00

Industry

DLTR

Discount Stores

SPY

N/A

P/E Ratio

Winner

DLTR

17.22

SPY

27.62

Forward P/E

Winner

DLTR

16.72

SPY

21.11

PEG Ratio

DLTR

1.39

SPY

N/A

5Y Dividends CAGR

DLTR

N/A

SPY

6.00%

5Y EPS CAGR

DLTR

0.66%

Winner

SPY

25.30%

Debt to Equity

DLTR

83.62%

Winner

SPY

31.11%

Free Cash Flow Yield

DLTR

0.00%

SPY

N/A

P/S Ratio

Winner

DLTR

1.09

SPY

3.49

P/B Ratio

DLTR

6.12

Winner

SPY

5.30

DLTR vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	DLTR	SPY
1 month	+19.40%	-1.37%
3 months	+4.75%	+12.22%
6 months	-5.12%	+7.20%
1 year	+12.83%	+23.58%
5 years(CAGR)	+2.25%	+13.19%
10 years(CAGR)	+2.07%	+15.12%
Max(CAGR)	+9.90%	+8.44%

Winner

DLTR

+19.40%

SPY

-1.37%

DLTR

+4.75%

Winner

SPY

+12.22%

DLTR

-5.12%

Winner

SPY

+7.20%

DLTR

+12.83%

Winner

SPY

+23.58%

5Y(CAGR)

DLTR

+2.25%

Winner

SPY

+13.19%

10Y(CAGR)

DLTR

+2.07%

Winner

SPY

+15.12%

Max(CAGR)

Winner

DLTR

+9.90%

SPY

+8.44%

DLTR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DLTR	SPY
2026	-11.19%	+7.95%
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 -34.85%. The current SPY drawdown is -3.18%.

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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DLTR vs SPY

DLTR vs SPY - Performance Comparison

Key Characteristics

DLTR vs SPY - Historical Returns

DLTR vs SPY - Annual Returns (1999 - 2026)

DLTR vs SPY Drawdown Comparison

Correlation

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