CCEP vs. SPY
Compare and contrast key facts about Coca-Cola European Partners plc (CCEP) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CCEP or SPY.
Correlation
The correlation between CCEP and SPY is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CCEP vs. SPY - Performance Comparison
Key characteristics
CCEP:
1.37
SPY:
-0.09
CCEP:
1.90
SPY:
-0.02
CCEP:
1.25
SPY:
1.00
CCEP:
2.99
SPY:
-0.09
CCEP:
7.04
SPY:
-0.45
CCEP:
3.58%
SPY:
3.31%
CCEP:
18.41%
SPY:
15.87%
CCEP:
-79.40%
SPY:
-55.19%
CCEP:
-6.56%
SPY:
-17.32%
Returns By Period
In the year-to-date period, CCEP achieves a 9.27% return, which is significantly higher than SPY's -13.53% return. Over the past 10 years, CCEP has outperformed SPY with an annualized return of 14.40%, while SPY has yielded a comparatively lower 11.25% annualized return.
CCEP
9.27%
-0.90%
9.45%
25.55%
21.38%
14.40%
SPY
-13.53%
-13.08%
-11.25%
-0.26%
17.01%
11.25%
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Risk-Adjusted Performance
CCEP vs. SPY — Risk-Adjusted Performance Rank
CCEP
SPY
CCEP vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Coca-Cola European Partners plc (CCEP) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CCEP vs. SPY - Dividend Comparison
CCEP's dividend yield for the trailing twelve months is around 2.54%, more than SPY's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCEP Coca-Cola European Partners plc | 2.54% | 2.77% | 2.95% | 3.07% | 2.90% | 2.01% | 2.71% | 2.73% | 2.38% | 49.27% | 2.27% | 2.26% |
SPY SPDR S&P 500 ETF | 1.42% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
CCEP vs. SPY - Drawdown Comparison
The maximum CCEP drawdown since its inception was -79.40%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for CCEP and SPY. For additional features, visit the drawdowns tool.
Volatility
CCEP vs. SPY - Volatility Comparison
Coca-Cola European Partners plc (CCEP) and SPDR S&P 500 ETF (SPY) have volatilities of 9.39% and 9.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.