COCO vs SPY

Comparison between Vita Coco Company Inc (The) (COCO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceCOCO has outperformed SPY, delivering a return of +47.0% compared to +13.9%

COCO vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	COCO(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$4.45B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	56.97%	56.47%
Sharpe Ratio	1.66	1.67
5Y Beta	0.78	1.00
Industry	Beverages - Non-alcoholic	N/A
P/E Ratio	53.52	28.81
Forward P/E	28.82	22.07
PEG Ratio	1.47	N/A
5Y Dividends CAGR	N/A	5.43%
5Y EPS CAGR	N/A	25.84%
Debt to Equity	0.00%	34.16%
Free Cash Flow Yield	1.45%	N/A
P/S Ratio	N/A	3.69
P/B Ratio	N/A	5.54

Market Cap / Net Assets

COCO

$4.45B

Winner

SPY

$735B

Expense Ratio

COCO

N/A

SPY

0.09%

Max Drawdown

COCO

56.97%

Winner

SPY

56.47%

Sharpe Ratio

COCO

1.66

Winner

SPY

1.67

5Y Beta

Winner

COCO

0.78

SPY

1.00

Industry

COCO

Beverages - Non-alcoholic

SPY

N/A

P/E Ratio

COCO

53.52

Winner

SPY

28.81

Forward P/E

COCO

28.82

Winner

SPY

22.07

PEG Ratio

COCO

1.47

SPY

N/A

5Y Dividends CAGR

COCO

N/A

SPY

5.43%

5Y EPS CAGR

COCO

N/A

SPY

25.84%

Debt to Equity

Winner

COCO

0.00%

SPY

34.16%

Free Cash Flow Yield

COCO

1.45%

SPY

N/A

P/S Ratio

COCO

N/A

SPY

3.69

P/B Ratio

COCO

N/A

SPY

5.54

COCO vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	COCO	SPY
1 month	+66.38%	+5.49%
3 months	+46.09%	+8.03%
6 months	+63.14%	+13.34%
1 year	+113.98%	+28.89%
5 years(CAGR)	+46.95%	+13.90%
10 years(CAGR)	N/A	+15.59%
Max(CAGR)	+46.95%	+8.51%

Winner

COCO

+66.38%

SPY

+5.49%

Winner

COCO

+46.09%

SPY

+8.03%

Winner

COCO

+63.14%

SPY

+13.34%

Winner

COCO

+113.98%

SPY

+28.89%

5Y(CAGR)

Winner

COCO

+46.95%

SPY

+13.90%

10Y(CAGR)

COCO

N/A

SPY

+15.59%

Max(CAGR)

Winner

COCO

+46.95%

SPY

+8.51%

COCO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	COCO	SPY
2026	+47.46%	+9.02%
2025	+50.85%	+18.00%
2024	+40.99%	+25.59%
2023	+90.00%	+26.72%
2022	+18.83%	-18.64%
2021	-17.38%	+30.52%
2020	N/A	+17.28%
2019	N/A	+31.09%
2018	N/A	-5.24%
2017	N/A	+20.78%
2016	N/A	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

COCO vs SPY Drawdown Comparison

The maximum drawdown for COCO was -56.97%, occurring on Mar 14, 2022. Recovery took 329 trading sessions.

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

The current COCO drawdown is -0.50%. The current SPY drawdown is -0.73%.

Rank	COCO	SPY
#1	-56.97% Nov 15, 2021 - Mar 9, 2023	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-38.55% Sep 13, 2023 - Nov 1, 2024	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-33.00% Feb 13, 2025 - Sep 17, 2025	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-23.23% Mar 16, 2026 - Apr 29, 2026	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-18.57% Jun 14, 2023 - Sep 11, 2023	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-15.09% Feb 6, 2026 - Mar 16, 2026	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-11.93% Oct 29, 2025 - Nov 17, 2025	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-9.29% Dec 11, 2024 - Jan 21, 2025	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-8.95% Oct 6, 2025 - Oct 29, 2025	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-7.78% Sep 17, 2025 - Sep 29, 2025	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-7.26% Apr 10, 2023 - May 3, 2023	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-7.13% May 16, 2023 - May 25, 2023	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-6.72% Mar 9, 2023 - Mar 21, 2023	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-6.58% Jan 12, 2026 - Feb 2, 2026	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-6.26% Dec 2, 2025 - Jan 8, 2026	-7.27% Sep 18, 2014 - Oct 31, 2014