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CODI-P-B vs SPY

Comparison between Compass Diversified Holdings (CODI-P-B, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CODI-P-B, delivering a return of +13.4% compared to +5.4%

CODI-P-B vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
CODI-P-B
$1.69B
Winner
SPY
$784B
Expense Ratio
CODI-P-B
N/A
SPY
0.09%
Max Drawdown
Winner
CODI-P-B
53.91%
SPY
56.47%
Sharpe Ratio
CODI-P-B
1.48
Winner
SPY
1.56
5Y Beta
Winner
CODI-P-B
0.23
SPY
1.00
Industry
CODI-P-B
Other
SPY
N/A
P/E Ratio
Winner
CODI-P-B
-23.54
SPY
28.29
Forward P/E
CODI-P-B
N/A
SPY
21.75
5Y Dividends CAGR
CODI-P-B
4.56%
Winner
SPY
5.43%
5Y EPS CAGR
CODI-P-B
N/A
SPY
25.98%
Debt to Equity
CODI-P-B
464.24%
Winner
SPY
30.79%
Free Cash Flow Yield
CODI-P-B
0.60%
SPY
N/A
P/S Ratio
CODI-P-B
N/A
SPY
3.79
P/B Ratio
CODI-P-B
N/A
SPY
5.67

CODI-P-B vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CODI-P-B
+1.01%
SPY
+0.48%
3M
Winner
CODI-P-B
+14.37%
SPY
+11.67%
6M
Winner
CODI-P-B
+25.53%
SPY
+9.42%
1Y
Winner
CODI-P-B
+40.31%
SPY
+24.27%
5Y(CAGR)
CODI-P-B
+5.43%
Winner
SPY
+13.36%
10Y(CAGR)
CODI-P-B
+7.32%
Winner
SPY
+15.42%
Max(CAGR)
CODI-P-B
+7.32%
Winner
SPY
+8.49%

CODI-P-B vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCODI-P-BSPY
2026+30.22%+8.88%
2025-19.19%+18.00%
2024+5.44%+25.59%
2023+12.08%+26.72%
2022-10.58%-18.64%
2021+18.18%+30.52%
2020+6.78%+17.28%
2019+44.67%+31.09%
2018-18.92%-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%

CODI-P-B vs SPY Drawdown Comparison

The maximum drawdown for CODI-P-B was -45.93%, occurring on May 21, 2025. Recovery took 316 trading sessions.

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

The current CODI-P-B drawdown is -0.87%. The current SPY drawdown is -2.35%.

RankCODI-P-BSPY
#1-45.93%
Jan 16, 2025 - Apr 22, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-44.32%
Jan 31, 2020 - Nov 16, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.94%
Mar 6, 2018 - Feb 13, 2019		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-13.09%
Aug 2, 2022 - Jun 30, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.35%
Jun 30, 2023 - Jan 26, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.82%
Feb 15, 2019 - Jun 7, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.30%
Dec 23, 2021 - Jul 29, 2022		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.88%
Jul 30, 2024 - Jan 16, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.25%
Mar 20, 2024 - Apr 30, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.94%
Apr 30, 2024 - Jul 26, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.79%
Sep 29, 2021 - Nov 3, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.71%
Nov 10, 2021 - Dec 2, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.66%
Apr 23, 2026 - May 20, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.80%
Feb 29, 2024 - Mar 20, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.75%
Jul 12, 2021 - Aug 4, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CODI-P-B and SPY is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77
-101

Dividend Comparison (1999 - 2026)

CODI-P-B vs SPY dividend yield comparison.

YearCODI-P-BSPY
20264.36%0.24%
202511.09%1.07%
20248.12%1.21%
20238.07%1.40%
20228.54%1.65%
20217.06%1.20%
20207.75%1.52%
20197.63%1.75%
20186.47%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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