XP vs. KO
Compare and contrast key facts about XP Inc. (XP) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XP or KO.
Correlation
The correlation between XP and KO is 0.17, 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
XP vs. KO - Performance Comparison
Key characteristics
XP:
-0.99
KO:
1.64
XP:
-1.34
KO:
2.43
XP:
0.82
KO:
1.30
XP:
-0.55
KO:
1.63
XP:
-1.23
KO:
3.63
XP:
33.75%
KO:
6.97%
XP:
41.83%
KO:
15.41%
XP:
-79.19%
KO:
-68.22%
XP:
-69.54%
KO:
0.00%
Fundamentals
XP:
$7.54B
KO:
$306.97B
XP:
$1.43
KO:
$2.46
XP:
9.81
KO:
29.00
XP:
$10.20B
KO:
$35.76B
XP:
$4.83B
KO:
$21.67B
XP:
$3.14B
KO:
$11.30B
Returns By Period
The year-to-date returns for both investments are quite close, with XP having a 18.40% return and KO slightly higher at 18.41%.
XP
18.40%
0.14%
-17.95%
-41.28%
-2.48%
N/A
KO
18.41%
5.03%
5.33%
25.97%
14.30%
9.35%
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Risk-Adjusted Performance
XP vs. KO — Risk-Adjusted Performance Rank
XP
KO
XP vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for XP Inc. (XP) and The Coca-Cola Company (KO). 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
XP vs. KO - Dividend Comparison
XP's dividend yield for the trailing twelve months is around 4.63%, more than KO's 2.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XP XP Inc. | 4.63% | 5.49% | 5.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KO The Coca-Cola Company | 2.69% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
Drawdowns
XP vs. KO - Drawdown Comparison
The maximum XP drawdown since its inception was -79.19%, which is greater than KO's maximum drawdown of -68.22%. Use the drawdown chart below to compare losses from any high point for XP and KO. For additional features, visit the drawdowns tool.
Volatility
XP vs. KO - Volatility Comparison
XP Inc. (XP) has a higher volatility of 15.44% compared to The Coca-Cola Company (KO) at 5.07%. This indicates that XP's price experiences larger fluctuations and is considered to be riskier than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
XP vs. KO - Financials Comparison
This section allows you to compare key financial metrics between XP Inc. and The Coca-Cola Company. 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