COKE vs. SPY
Compare and contrast key facts about Coca-Cola Consolidated, Inc. (COKE) 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: COKE or SPY.
Correlation
The correlation between COKE and SPY is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
COKE vs. SPY - Performance Comparison
Key characteristics
COKE:
1.77
SPY:
2.20
COKE:
2.77
SPY:
2.91
COKE:
1.34
SPY:
1.41
COKE:
3.47
SPY:
3.35
COKE:
9.33
SPY:
13.99
COKE:
6.29%
SPY:
2.01%
COKE:
33.11%
SPY:
12.79%
COKE:
-54.34%
SPY:
-55.19%
COKE:
0.00%
SPY:
-1.35%
Returns By Period
In the year-to-date period, COKE achieves a 10.03% return, which is significantly higher than SPY's 1.96% return. Over the past 10 years, COKE has outperformed SPY with an annualized return of 30.56%, while SPY has yielded a comparatively lower 13.29% annualized return.
COKE
10.03%
15.28%
27.36%
65.07%
38.82%
30.56%
SPY
1.96%
1.09%
8.43%
25.46%
14.30%
13.29%
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Risk-Adjusted Performance
COKE vs. SPY — Risk-Adjusted Performance Rank
COKE
SPY
COKE vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Coca-Cola Consolidated, Inc. (COKE) 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
COKE vs. SPY - Dividend Comparison
COKE's dividend yield for the trailing twelve months is around 1.44%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COKE Coca-Cola Consolidated, Inc. | 1.44% | 1.59% | 0.54% | 0.20% | 0.16% | 0.38% | 0.35% | 0.56% | 0.46% | 0.56% | 0.55% | 1.14% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
COKE vs. SPY - Drawdown Comparison
The maximum COKE drawdown since its inception was -54.34%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for COKE and SPY. For additional features, visit the drawdowns tool.
Volatility
COKE vs. SPY - Volatility Comparison
Coca-Cola Consolidated, Inc. (COKE) has a higher volatility of 8.75% compared to SPDR S&P 500 ETF (SPY) at 5.10%. This indicates that COKE's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.