DTW vs SPY

Comparison between DTE Energy Company (DTW, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed DTW, delivering a return of +13.9% compared to +1.5%

DTW vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DTW(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$4.42B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	35.56%	56.47%
Sharpe Ratio	0.18	1.72
5Y Beta	0.19	1.00
P/E Ratio	3.49	28.68
Forward P/E	N/A	22.00
Dividend Yield	16.20%	N/A
5Y Dividends CAGR	4.56%	5.43%
5Y EPS CAGR	-3.75%	26.37%
Debt to Equity	0.00%	34.04%
Free Cash Flow Yield	74.54%	N/A
P/S Ratio	N/A	3.85
P/B Ratio	N/A	5.68

Market Cap / Net Assets

DTW

$4.42B

Winner

SPY

$735B

Expense Ratio

DTW

N/A

SPY

0.09%

Max Drawdown

Winner

DTW

35.56%

SPY

56.47%

Sharpe Ratio

DTW

0.18

Winner

SPY

1.72

5Y Beta

Winner

DTW

0.19

SPY

1.00

P/E Ratio

Winner

DTW

3.49

SPY

28.68

Forward P/E

DTW

N/A

SPY

22.00

Dividend Yield

DTW

16.20%

SPY

N/A

5Y Dividends CAGR

DTW

4.56%

Winner

SPY

5.43%

5Y EPS CAGR

DTW

-3.75%

Winner

SPY

26.37%

Debt to Equity

Winner

DTW

0.00%

SPY

34.04%

Free Cash Flow Yield

DTW

74.54%

SPY

N/A

P/S Ratio

DTW

N/A

SPY

3.85

P/B Ratio

DTW

N/A

SPY

5.68

DTW vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	DTW	SPY
1 month	+0.26%	+5.49%
3 months	-3.86%	+8.03%
6 months	+2.65%	+13.34%
1 year	+6.82%	+28.89%
5 years(CAGR)	+1.55%	+13.90%
10 years(CAGR)	+3.51%	+15.59%
Max(CAGR)	+3.51%	+8.51%

DTW

+0.26%

Winner

SPY

+5.49%

DTW

-3.86%

Winner

SPY

+8.03%

DTW

+2.65%

Winner

SPY

+13.34%

DTW

+6.82%

Winner

SPY

+28.89%

5Y(CAGR)

DTW

+1.55%

Winner

SPY

+13.90%

10Y(CAGR)

DTW

+3.51%

Winner

SPY

+15.59%

Max(CAGR)

DTW

+3.51%

Winner

SPY

+8.51%

DTW vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DTW	SPY
2026	+1.69%	+9.02%
2025	+0.07%	+18.00%
2024	-3.26%	+25.59%
2023	+20.40%	+26.72%
2022	-13.14%	-18.64%
2021	+0.82%	+30.52%
2020	+6.81%	+17.28%
2019	+23.21%	+31.09%
2018	-6.27%	-5.24%
2017	+2.51%	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+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%

DTW vs SPY Drawdown Comparison

The maximum drawdown for DTW was -33.98%, occurring on Mar 18, 2020. Recovery took 213 trading sessions.

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

The current DTW drawdown is -6.26%. The current SPY drawdown is -0.73%.

Rank	DTW	SPY
#1	-33.98% Oct 14, 2019 - Aug 18, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-17.95% Aug 4, 2022 - Jan 31, 2023	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-15.39% Oct 15, 2024 - Apr 11, 2025	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-12.93% Sep 12, 2018 - Jan 31, 2019	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-12.86% Feb 2, 2023 - Dec 14, 2023	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-12.49% Dec 24, 2020 - Aug 3, 2022	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-9.94% Mar 21, 2024 - Sep 10, 2024	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-8.33% Dec 29, 2017 - Jun 5, 2018	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-4.09% Dec 28, 2023 - Feb 23, 2024	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-3.35% Aug 29, 2019 - Sep 24, 2019	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-2.97% Sep 10, 2020 - Oct 12, 2020	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-2.78% Oct 12, 2020 - Nov 5, 2020	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-2.45% Feb 28, 2019 - Apr 23, 2019	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-2.04% Jun 5, 2018 - Aug 30, 2018	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-1.42% Aug 18, 2020 - Sep 10, 2020	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DTW and SPY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (1999 - 2026)

DTW vs SPY dividend yield comparison.

Year	DTW	SPY
2026	3.10%	0.24%
2025	6.21%	1.07%
2024	5.95%	1.21%
2023	5.36%	1.40%
2022	6.17%	1.65%
2021	5.08%	1.20%
2020	4.84%	1.52%
2019	4.96%	1.75%
2018	6.13%	2.04%
2017	0.00%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	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%