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CODI vs SPY

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

5-Year PerformanceSPY has outperformed CODI, delivering a return of +13.4% compared to -13.1%

CODI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
CODI
$822M
Winner
SPY
$784B
Expense Ratio
CODI
N/A
SPY
0.09%
Max Drawdown
CODI
85.84%
Winner
SPY
56.47%
Sharpe Ratio
CODI
0.98
Winner
SPY
1.56
5Y Beta
Winner
CODI
0.98
SPY
1.00
Industry
CODI
Conglomerates
SPY
N/A
P/E Ratio
Winner
CODI
-11.42
SPY
28.29
Forward P/E
Winner
CODI
11.88
SPY
21.75
PEG Ratio
CODI
2.65
SPY
N/A
Dividend Yield
CODI
2.40%
SPY
N/A
5Y Dividends CAGR
CODI
-7.03%
Winner
SPY
5.43%
5Y EPS CAGR
CODI
N/A
SPY
25.98%
Debt to Equity
CODI
464.24%
Winner
SPY
30.79%
Free Cash Flow Yield
CODI
1.23%
SPY
N/A
P/S Ratio
Winner
CODI
0.43
SPY
3.79
P/B Ratio
CODI
12.91
Winner
SPY
5.67

CODI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CODI
-14.16%
Winner
SPY
+0.48%
3M
Winner
CODI
+67.89%
SPY
+11.67%
6M
Winner
CODI
+99.90%
SPY
+9.42%
1Y
Winner
CODI
+61.81%
SPY
+24.27%
5Y(CAGR)
CODI
-13.09%
Winner
SPY
+13.36%
10Y(CAGR)
CODI
+1.86%
Winner
SPY
+15.42%
Max(CAGR)
CODI
+5.98%
Winner
SPY
+8.49%

CODI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCODISPY
2026+120.97%+8.88%
2025-78.33%+18.00%
2024+6.66%+25.59%
2023+22.82%+26.72%
2022-38.51%-18.64%
2021+71.72%+30.52%
2020-16.37%+17.28%
2019+110.43%+31.09%
2018-19.82%-5.24%
2017+0.53%+20.78%
2016+22.19%+13.59%
2015+6.56%+1.31%
2014-8.69%+14.56%
2013+42.52%+29.00%
2012+26.36%+14.17%
2011-23.96%+0.85%
2010+49.54%+13.14%
2009+22.38%+22.67%
2008-14.12%-36.25%
2007-9.40%+5.32%
2006+18.04%+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 vs SPY Drawdown Comparison

The maximum drawdown for CODI was -83.29%, occurring on Jan 2, 2026. This drawdown has not yet recovered.

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

The current CODI drawdown is -63.07%. The current SPY drawdown is -2.35%.

RankCODISPY
#1-83.29%
Dec 10, 2021 - Jan 2, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-56.83%
Dec 26, 2019 - Mar 2, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-54.51%
Jul 17, 2007 - Mar 1, 2010		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-34.83%
Sep 14, 2018 - Jun 4, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-33.88%
Jan 14, 2011 - Jan 10, 2013		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.86%
Apr 12, 2010 - Sep 20, 2010		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.07%
Oct 31, 2014 - Apr 18, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.62%
Nov 25, 2016 - Oct 6, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.41%
Feb 7, 2007 - Jun 22, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-12.33%
Jan 21, 2014 - Oct 31, 2014		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.19%
Oct 17, 2017 - Jun 8, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.18%
Sep 3, 2021 - Nov 5, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.11%
May 22, 2006 - Sep 15, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.21%
May 5, 2021 - Aug 6, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.68%
Nov 15, 2021 - Dec 7, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CODI and SPY is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (1999 - 2026)

CODI vs SPY dividend yield comparison.

YearCODISPY
20260.00%0.24%
202510.42%1.07%
20244.33%1.21%
20234.45%1.40%
20225.49%1.65%
20217.59%1.20%
20207.40%1.52%
20195.79%1.75%
201811.57%2.04%
20178.50%1.80%
20168.04%2.03%
20159.06%2.06%
20148.86%1.87%
20137.34%1.81%
20129.79%2.18%
201111.46%2.05%
20107.69%1.80%
200910.66%1.95%
200811.69%3.02%
20078.22%1.85%
20062.30%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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