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COAL vs SPY

Comparison between RANGE GLOBAL COAL INDEX ETF (COAL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

COAL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
COAL
$52M
Winner
SPY
$781B
Expense Ratio
COAL
0.85%
Winner
SPY
0.09%
Max Drawdown
Winner
COAL
43.33%
SPY
56.47%
Sharpe Ratio
COAL
0.75
Winner
SPY
1.25
5Y Beta
Winner
COAL
0.67
SPY
1.00
P/E Ratio
COAL
N/A
SPY
28.78
Forward P/E
COAL
N/A
SPY
21.23
5Y Dividends CAGR
COAL
N/A
SPY
6.00%
5Y EPS CAGR
COAL
N/A
SPY
25.62%
Debt to Equity
COAL
N/A
SPY
31.92%
P/S Ratio
COAL
N/A
SPY
3.76
P/B Ratio
COAL
N/A
SPY
5.64

COAL vs SPY - Holdings Comparison

COAL and SPY have 1 common holdings. Overlap is 0.00%

COAL's top 25 holdings weight is 98.76%. SPY's top 25 holdings weight is 51.74%.

RankCOALSPY
#1
WARRIOR MET COAL INC (HCC) - 11.07%
NVIDIA CORP (NVDA) - 7.89%
#2
YANCOAL AUSTRALIA LTD (n/a) - 7.04%
APPLE INC (AAPL) - 7.37%
#3
ALPHA METALLURGICAL RESOURCES INC (AMR) - 6.81%
MICROSOFT CORP (MSFT) - 4.50%
#4
CORE NATURAL RESOURCES INC ORDINARY SHARES (CNR) - 6.34%
AMAZON.COM INC (AMZN) - 3.82%
#5
WHITEHAVEN COAL LTD (n/a) - 6.32%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
BHP GROUP LTD ADR (BHP) - 5.35%
BROADCOM INC (AVGO) - 2.86%
#7
STANMORE RESOURCES LTD (n/a) - 4.95%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ALLIANCE RESOURCE PARTNERS LP (ARLP) - 4.77%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
AURIZON HOLDINGS LTD (n/a) - 4.71%
TESLA INC (TSLA) - 1.70%
#10
NEW HOPE CORP LTD (n/a) - 4.52%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
GLENCORE PLC (n/a) - 4.50%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
NATURAL RESOURCES PARTNERS LP (NRP) - 4.39%
ELI LILLY AND CO (LLY) - 1.40%
#13
EXXARO RESOURCES LTD (n/a) - 4.24%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
PEABODY ENERGY CORP (BTU) - 3.57%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
MONGOLIAN MINING CORP (n/a) - 3.15%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
RAMACO RESOURCES INC CLASS A (METC) - 3.02%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
JASTRZEBSKA SPOLKA WEGLOWA SA (n/a) - 2.97%
VISA INC CLASS A (V) - 0.90%
#18
WESTSHORE TERMINALS INVESTMENT CORP (n/a) - 2.69%
WALMART INC (WMT) - 0.76%
#19
SUNCOKE ENERGY INC (SXC) - 2.45%
INTEL CORP (INTC) - 0.75%
#20
CASH (n/a) - 1.23%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
THUNGELA RESOURCES LTD ORDINARY SHARES (n/a) - 1.23%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
HALLADOR ENERGY CO (HNRG) - 1.17%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
COLONIAL COAL INTERNATIONAL CORP (n/a) - 1.03%
ABBVIE INC (ABBV) - 0.66%
#24
CORONADO GLOBAL RESOURCES INC CHESS DEPOSITORY INTEREST (n/a) - 0.75%
CATERPILLAR INC (CAT) - 0.65%
#25
LW BOGDANKA SA (n/a) - 0.49%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings35505

COAL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
COAL
-2.82%
Winner
SPY
+0.52%
3M
COAL
-8.37%
Winner
SPY
+6.55%
6M
COAL
-12.50%
Winner
SPY
+9.76%
1Y
Winner
COAL
+21.23%
SPY
+20.32%
5Y(CAGR)
COAL
N/A
SPY
+13.01%
10Y(CAGR)
COAL
N/A
SPY
+15.06%
Max(CAGR)
COAL
-1.13%
Winner
SPY
+8.50%

COAL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCOALSPY
2026+0.51%+10.11%
2025+12.04%+18.00%
2024-16.03%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

COAL vs SPY Drawdown Comparison

The maximum drawdown for COAL was -42.30%, occurring on Apr 7, 2025. Recovery took 381 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current COAL drawdown is -17.46%. The current SPY drawdown is -1.24%.

RankCOALSPY
#1-42.30%
Jul 3, 2024 - Jan 9, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-21.69%
Mar 27, 2026 - Jul 7, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-12.60%
Feb 1, 2024 - Jun 3, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.16%
Jan 23, 2026 - Mar 19, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.51%
Jun 3, 2024 - Jul 3, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.07%
Mar 24, 2026 - Mar 27, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.96%
Mar 19, 2026 - Mar 24, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.06%
Jan 12, 2026 - Jan 14, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.95%
Jan 24, 2024 - Jan 29, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.84%
Jan 15, 2026 - Jan 21, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.56%
Jan 29, 2024 - Feb 1, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between COAL and SPY is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32
-101

Dividend Comparison (1999 - 2026)

COAL vs SPY dividend yield comparison.

YearCOALSPY
20260.00%0.49%
20252.63%1.07%
20241.80%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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