ERIE vs. KDP
ERIE (Erie Indemnity Company) and KDP (Keurig Dr Pepper Inc.) are both stocks. ERIE operates in Insurance Brokers (Financial Services), while KDP operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, ERIE returned 11.43%/yr vs 10.46%/yr for KDP. At a 0.28 correlation, their price movements are largely independent.
Performance
ERIE vs. KDP - Performance Comparison
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Returns By Period
In the year-to-date period, ERIE achieves a -20.05% return, which is significantly lower than KDP's 15.16% return. Over the past 10 years, ERIE has outperformed KDP with an annualized return of 11.43%, while KDP has yielded a comparatively lower 10.46% annualized return.
ERIE
- 1D
- 0.29%
- 1M
- 6.39%
- YTD
- -20.05%
- 6M
- -20.24%
- 1Y
- -35.23%
- 3Y*
- 3.22%
- 5Y*
- 5.55%
- 10Y*
- 11.43%
KDP
- 1D
- 1.54%
- 1M
- 9.61%
- YTD
- 15.16%
- 6M
- 9.30%
- 1Y
- -0.75%
- 3Y*
- 3.13%
- 5Y*
- 0.48%
- 10Y*
- 10.46%
ERIE vs. KDP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | -20.05% | -29.40% | 24.67% | 37.35% | 32.03% | -19.98% | 52.39% | 27.08% | 12.54% | 11.23% |
KDP Keurig Dr Pepper Inc. | 15.16% | -10.14% | -1.05% | -4.24% | -1.23% | 17.49% | 13.03% | 15.43% | 65.97% | 9.76% |
Correlation
The correlation between ERIE and KDP is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.18 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2008 | 0.28 |
The correlation between ERIE and KDP shifts across timeframes, from 0.17 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.
Fundamentals
ERIE:
$14.49
KDP:
$1.34
ERIE:
15.64
KDP:
23.59
ERIE:
0.81
KDP:
2.84
ERIE:
2.06
KDP:
2.55
ERIE:
$4.33B
KDP:
$16.94B
ERIE:
$784.17M
KDP:
$9.11B
ERIE:
$715.87M
KDP:
$3.70B
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Return for Risk
ERIE vs. KDP — Risk / Return Rank
ERIE
KDP
ERIE vs. KDP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Erie Indemnity Company (ERIE) and Keurig Dr Pepper Inc. (KDP). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ERIE | KDP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.12 | ||
| Sortino ratioReturn per unit of downside risk | -1.77 | ||
| Omega ratioGain probability vs. loss probability | 0.81 | 1.02 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.83 | -0.04 | -0.79 |
| Martin ratioReturn relative to average drawdown | -1.50 | -0.06 | -1.44 |
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Drawdowns
ERIE vs. KDP - Drawdown Comparison
The maximum ERIE drawdown since its inception was -78.28%, which is greater than KDP's maximum drawdown of -58.97%. Use the drawdown chart below to compare losses from any high point for ERIE and KDP.
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Drawdown Indicators
| ERIE | KDP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.28% | -58.97% | -19.31% |
Max Drawdown (1Y)Largest decline over 1 year | -42.97% | -27.48% | -15.49% |
Max Drawdown (3Y)Largest decline over 3 years | -60.87% | -30.99% | -29.88% |
Max Drawdown (5Y)Largest decline over 5 years | -60.87% | -31.20% | -29.67% |
Max Drawdown (10Y)Largest decline over 10 years | -60.87% | -36.87% | -24.00% |
Current DrawdownCurrent decline from peak | -57.20% | -12.28% | -44.92% |
Average DrawdownAverage peak-to-trough decline | -33.57% | -8.80% | -24.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.71% | 17.87% | +5.84% |
Volatility
ERIE vs. KDP - Volatility Comparison
Erie Indemnity Company (ERIE) has a higher volatility of 9.68% compared to Keurig Dr Pepper Inc. (KDP) at 5.54%. This indicates that ERIE's price experiences larger fluctuations and is considered to be riskier than KDP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ERIE | KDP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.68% | 5.54% | +4.14% |
Volatility (6M)Calculated over the trailing 6-month period | 23.76% | 17.18% | +6.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.84% | 27.89% | +2.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.39% | 21.08% | +8.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.21% | 23.87% | +5.34% |
Dividends
ERIE vs. KDP - Dividend Comparison
ERIE's dividend yield for the trailing twelve months is around 2.49%, less than KDP's 2.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ERIE Erie Indemnity Company | 2.49% | 1.90% | 1.24% | 1.42% | 1.79% | 2.15% | 2.39% | 2.17% | 2.52% | 2.57% | 1.95% | 3.61% |
KDP Keurig Dr Pepper Inc. | 2.90% | 3.28% | 2.72% | 2.45% | 2.14% | 1.83% | 1.88% | 2.07% | 407.49% | 2.39% | 2.34% | 2.06% |
Financials
ERIE vs. KDP - Financials Comparison
This section allows you to compare key financial metrics between Erie Indemnity Company and Keurig Dr Pepper Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
ERIE vs. KDP - Profitability Comparison
ERIE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Erie Indemnity Company reported a gross profit of 0.00 and revenue of 1.01B. Therefore, the gross margin over that period was 0.0%.
KDP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Keurig Dr Pepper Inc. reported a gross profit of 2.10B and revenue of 3.98B. Therefore, the gross margin over that period was 52.8%.
ERIE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Erie Indemnity Company reported an operating income of 166.79M and revenue of 1.01B, resulting in an operating margin of 16.5%.
KDP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Keurig Dr Pepper Inc. reported an operating income of 756.00M and revenue of 3.98B, resulting in an operating margin of 19.0%.
ERIE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Erie Indemnity Company reported a net income of 150.47M and revenue of 1.01B, resulting in a net margin of 14.9%.
KDP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Keurig Dr Pepper Inc. reported a net income of 270.00M and revenue of 3.98B, resulting in a net margin of 6.8%.
Frequently Asked Questions
ERIE and KDP have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ERIE has higher volatility (9.68%) compared to KDP (5.54%). In terms of maximum drawdown, ERIE dropped -78.28% vs KDP's -58.97%.
KDP currently has the higher Sharpe Ratio (-0.04 vs -1.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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