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COHN vs SPY

Comparison between Cohen & Company Inc (COHN, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed COHN, delivering a return of +13.4% compared to -0.2%

COHN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
COHN
$28M
Winner
SPY
$784B
Expense Ratio
COHN
N/A
SPY
0.09%
Max Drawdown
COHN
99.75%
Winner
SPY
56.47%
Sharpe Ratio
COHN
1.09
Winner
SPY
1.56
5Y Beta
Winner
COHN
0.34
SPY
1.00
Industry
COHN
Capital Markets
SPY
N/A
P/E Ratio
Winner
COHN
1.56
SPY
28.29
Forward P/E
Winner
COHN
8.15
SPY
21.75
Dividend Yield
COHN
8.51%
SPY
N/A
5Y Dividends CAGR
COHN
N/A
SPY
5.43%
5Y EPS CAGR
COHN
-18.36%
Winner
SPY
25.98%
Debt to Equity
COHN
55.49%
Winner
SPY
30.79%
Free Cash Flow Yield
COHN
3.84%
SPY
N/A
P/S Ratio
Winner
COHN
0.10
SPY
3.79
P/B Ratio
Winner
COHN
0.55
SPY
5.67

COHN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
COHN
-2.82%
Winner
SPY
+0.48%
3M
COHN
-19.64%
Winner
SPY
+11.67%
6M
COHN
-22.70%
Winner
SPY
+9.42%
1Y
Winner
COHN
+85.56%
SPY
+24.27%
5Y(CAGR)
COHN
-0.21%
Winner
SPY
+13.36%
10Y(CAGR)
COHN
+14.06%
Winner
SPY
+15.42%
Max(CAGR)
COHN
-11.57%
Winner
SPY
+8.49%

COHN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCOHNSPY
2026-41.17%+8.88%
2025+150.84%+18.00%
2024+72.52%+25.59%
2023-6.99%+26.72%
2022-38.30%-18.64%
2021-4.34%+30.52%
2020+333.29%+17.28%
2019-55.78%+31.09%
2018+11.21%-5.24%
2017-26.96%+20.78%
2016+8.81%+13.59%
2015-29.11%+1.31%
2014-15.26%+14.56%
2013+64.27%+29.00%
2012-12.27%+14.17%
2011-66.27%+0.85%
2010-16.18%+13.14%
2009-3.92%+22.67%
2008-84.56%-36.25%
2007-62.93%+5.32%
2006+39.34%+13.85%
2005-14.56%+5.32%
2004-5.03%+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

COHN vs SPY Drawdown Comparison

The maximum drawdown for COHN was -99.34%, occurring on Nov 27, 2019. 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 COHN drawdown is -94.68%. The current SPY drawdown is -2.35%.

RankCOHNSPY
#1-99.34%
Jan 19, 2007 - Nov 27, 2019
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-28.87%
May 6, 2004 - Nov 21, 2006
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-6.64%
Dec 7, 2006 - Jan 12, 2007
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-1.63%
Nov 24, 2006 - Nov 28, 2006
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.48%
Nov 28, 2006 - Dec 1, 2006
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.22%
Dec 5, 2006 - Dec 7, 2006
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-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 COHN and SPY is -0.39 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.39
-101

Dividend Comparison (1999 - 2026)

COHN vs SPY dividend yield comparison.

YearCOHNSPY
202625.93%0.24%
20254.24%1.07%
20249.66%1.21%
202315.04%1.40%
202220.98%1.65%
20213.38%1.20%
20200.00%1.52%
201910.13%1.75%
20189.49%2.04%
201712.47%1.80%
20166.72%2.03%
20156.98%2.06%
20144.57%1.87%
20134.04%1.81%
20126.67%2.18%
201113.89%2.05%
20102.30%1.80%
20090.00%1.95%
2008113.64%3.02%
200737.50%1.85%
20068.13%1.73%
20055.19%1.73%
20040.62%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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