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CODI-P-C vs SPY

Comparison between Compass Diversified Holdings 7.875 PRF PERPETUAL USD 25 Ser C (CODI-P-C, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CODI-P-C, delivering a return of +13.3% compared to +5.2%

CODI-P-C vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
CODI-P-C
$1.65B
Winner
SPY
$735B
Expense Ratio
CODI-P-C
N/A
SPY
0.09%
Max Drawdown
Winner
CODI-P-C
53.62%
SPY
56.47%
Sharpe Ratio
CODI-P-C
1.42
Winner
SPY
1.62
5Y Beta
Winner
CODI-P-C
0.21
SPY
1.00
P/E Ratio
Winner
CODI-P-C
-22.92
SPY
28.99
Forward P/E
CODI-P-C
N/A
SPY
22.37
5Y Dividends CAGR
CODI-P-C
4.56%
Winner
SPY
5.43%
5Y EPS CAGR
CODI-P-C
N/A
SPY
26.05%
Debt to Equity
CODI-P-C
464.24%
Winner
SPY
32.40%
Free Cash Flow Yield
CODI-P-C
0.61%
SPY
N/A
P/S Ratio
CODI-P-C
N/A
SPY
3.74
P/B Ratio
CODI-P-C
N/A
SPY
5.61

CODI-P-C vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CODI-P-C
-0.32%
Winner
SPY
+1.90%
3M
Winner
CODI-P-C
+10.28%
SPY
+8.55%
6M
Winner
CODI-P-C
+30.46%
SPY
+8.18%
1Y
Winner
CODI-P-C
+39.81%
SPY
+25.79%
5Y(CAGR)
CODI-P-C
+5.18%
Winner
SPY
+13.32%
10Y(CAGR)
CODI-P-C
N/A
SPY
+15.19%
Max(CAGR)
CODI-P-C
+6.57%
Winner
SPY
+8.47%

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

Returns include dividend reinvestment.

YearCODI-P-CSPY
2026+25.21%+8.26%
2025-18.26%+18.00%
2024+7.30%+25.59%
2023+17.21%+26.72%
2022-8.19%-18.64%
2021+13.90%+30.52%
2020+7.72%+17.28%
2019+4.02%+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%

CODI-P-C vs SPY Drawdown Comparison

The maximum drawdown for CODI-P-C was -48.51%, occurring on May 21, 2025. Recovery took 318 trading sessions.

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

The current CODI-P-C drawdown is -1.35%. The current SPY drawdown is -2.90%.

RankCODI-P-CSPY
#1-48.51%
Jan 15, 2025 - Apr 23, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.78%
Feb 7, 2020 - Oct 8, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-12.42%
Aug 16, 2022 - Jan 17, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.58%
Feb 2, 2023 - Jun 30, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.81%
Jun 30, 2023 - Nov 3, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.30%
Aug 21, 2024 - Jan 14, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.29%
Feb 7, 2022 - Aug 4, 2022		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.65%
Oct 8, 2020 - Nov 4, 2020		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.63%
Feb 23, 2024 - Apr 25, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.78%
Apr 23, 2026 - Apr 29, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.58%
May 3, 2021 - Jun 25, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.51%
Nov 3, 2023 - Dec 15, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.09%
Sep 29, 2021 - Oct 14, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.79%
May 2, 2024 - Jul 19, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.44%
Aug 5, 2021 - Sep 13, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CODI-P-C and SPY is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

Dividend Comparison (1999 - 2026)

CODI-P-C vs SPY dividend yield comparison.

YearCODI-P-CSPY
20264.49%0.24%
202510.85%1.07%
20247.95%1.21%
20237.89%1.40%
20228.63%1.65%
20217.31%1.20%
20207.26%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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