KOF vs. SPY
Compare and contrast key facts about Coca-Cola FEMSA, S.A.B. de C.V. (KOF) 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: KOF or SPY.
Correlation
The correlation between KOF and SPY is 0.39, 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
KOF vs. SPY - Performance Comparison
Key characteristics
KOF:
0.28
SPY:
0.51
KOF:
0.58
SPY:
0.86
KOF:
1.07
SPY:
1.13
KOF:
0.19
SPY:
0.55
KOF:
0.50
SPY:
2.26
KOF:
14.29%
SPY:
4.55%
KOF:
25.73%
SPY:
20.08%
KOF:
-74.79%
SPY:
-55.19%
KOF:
-18.14%
SPY:
-9.89%
Returns By Period
In the year-to-date period, KOF achieves a 26.57% return, which is significantly higher than SPY's -5.76% return. Over the past 10 years, KOF has underperformed SPY with an annualized return of 5.96%, while SPY has yielded a comparatively higher 11.99% annualized return.
KOF
26.57%
8.42%
15.87%
2.70%
26.18%
5.96%
SPY
-5.76%
-3.16%
-4.30%
10.76%
15.96%
11.99%
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Risk-Adjusted Performance
KOF vs. SPY — Risk-Adjusted Performance Rank
KOF
SPY
KOF vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Coca-Cola FEMSA, S.A.B. de C.V. (KOF) 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
KOF vs. SPY - Dividend Comparison
KOF's dividend yield for the trailing twelve months is around 3.33%, more than SPY's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KOF Coca-Cola FEMSA, S.A.B. de C.V. | 3.33% | 4.18% | 3.37% | 3.99% | 4.59% | 4.62% | 2.74% | 2.88% | 2.54% | 2.93% | 2.79% | 2.53% |
SPY SPDR S&P 500 ETF | 1.30% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
KOF vs. SPY - Drawdown Comparison
The maximum KOF drawdown since its inception was -74.79%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for KOF and SPY. For additional features, visit the drawdowns tool.
Volatility
KOF vs. SPY - Volatility Comparison
The current volatility for Coca-Cola FEMSA, S.A.B. de C.V. (KOF) is 9.67%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.12%. This indicates that KOF 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.