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 0.30, 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:
1.93
SPY:
0.54
COKE:
2.76
SPY:
0.89
COKE:
1.37
SPY:
1.13
COKE:
4.02
SPY:
0.58
COKE:
11.57
SPY:
2.39
COKE:
5.89%
SPY:
4.51%
COKE:
35.34%
SPY:
20.07%
COKE:
-54.32%
SPY:
-55.19%
COKE:
-4.68%
SPY:
-10.54%
Returns By Period
In the year-to-date period, COKE achieves a 10.54% return, which is significantly higher than SPY's -6.44% return. Over the past 10 years, COKE has outperformed SPY with an annualized return of 29.39%, while SPY has yielded a comparatively lower 11.95% annualized return.
COKE
10.54%
7.17%
10.43%
65.83%
44.92%
29.39%
SPY
-6.44%
-5.00%
-5.02%
9.54%
15.80%
11.95%
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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 0.61%, less than SPY's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COKE Coca-Cola Consolidated, Inc. | 0.58% | 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 | 1.31% | 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 -54.32%, 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
The current volatility for Coca-Cola Consolidated, Inc. (COKE) is 10.29%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.09%. This indicates that COKE experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.