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:
-0.71
SPY:
2.17
KOF:
-0.90
SPY:
2.88
KOF:
0.90
SPY:
1.41
KOF:
-0.49
SPY:
3.19
KOF:
-1.51
SPY:
14.10
KOF:
11.82%
SPY:
1.90%
KOF:
25.19%
SPY:
12.39%
KOF:
-74.79%
SPY:
-55.19%
KOF:
-35.27%
SPY:
-3.19%
Returns By Period
In the year-to-date period, KOF achieves a -14.53% return, which is significantly lower than SPY's 24.97% return. Over the past 10 years, KOF has underperformed SPY with an annualized return of 2.26%, while SPY has yielded a comparatively higher 12.92% annualized return.
KOF
-14.53%
-0.05%
-4.79%
-15.98%
9.66%
2.26%
SPY
24.97%
-0.32%
8.25%
26.85%
14.57%
12.92%
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Risk-Adjusted Performance
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 3.22%, more than SPY's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KOF Coca-Cola FEMSA, S.A.B. de C.V. | 3.22% | 3.37% | 3.99% | 4.59% | 4.62% | 2.74% | 2.88% | 2.54% | 2.93% | 2.79% | 2.53% | 1.87% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) has a higher volatility of 5.68% compared to SPDR S&P 500 ETF (SPY) at 3.64%. This indicates that KOF'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.