COST vs SPY
Comparison between Costco Wholesale Corp (COST, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceCOST has outperformed SPY, delivering a return of +22.6% compared to +13.3%
COST vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
COST vs SPY - Historical Returns
Returns include dividend reinvestment.
COST vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | COST | SPY |
|---|---|---|
| 2026 | +18.39% | +8.27% |
| 2025 | -4.72% | +18.00% |
| 2024 | +41.64% | +25.59% |
| 2023 | +50.03% | +26.72% |
| 2022 | -18.91% | -18.64% |
| 2021 | +50.47% | +30.52% |
| 2020 | +33.72% | +17.28% |
| 2019 | +44.95% | +31.09% |
| 2018 | +9.30% | -5.24% |
| 2017 | +22.66% | +20.78% |
| 2016 | +1.51% | +13.59% |
| 2015 | +19.11% | +1.31% |
| 2014 | +21.70% | +14.56% |
| 2013 | +18.56% | +29.00% |
| 2012 | +26.50% | +14.17% |
| 2011 | +16.31% | +0.85% |
| 2010 | +23.17% | +13.14% |
| 2009 | +12.51% | +22.67% |
| 2008 | -22.17% | -36.25% |
| 2007 | +33.29% | +5.32% |
| 2006 | +6.93% | +13.85% |
| 2005 | +4.29% | +5.32% |
| 2004 | +34.26% | +10.75% |
| 2003 | +28.16% | +24.18% |
| 2002 | -36.87% | -22.42% |
| 2001 | +7.74% | -10.13% |
| 2000 | -10.25% | -8.84% |
| 1999 | +16.15% | +8.61% |
COST vs SPY Drawdown Comparison
The maximum drawdown for COST was -53.39%, occurring on Dec 24, 2002. Recovery took 1551 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current COST drawdown is -5.67%.
| Rank | COST | SPY |
|---|---|---|
| #1 | -53.39% May 1, 2000 - Jul 3, 2006 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -48.03% Jul 8, 2008 - Dec 20, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -31.40% Apr 7, 2022 - Dec 5, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -22.02% Sep 11, 2018 - Apr 1, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.74% Feb 13, 2025 - Dec 22, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -20.65% Feb 3, 2000 - Mar 16, 2000 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -19.49% Dec 1, 2020 - May 27, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.54% Jul 3, 2006 - Feb 15, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -17.43% Jun 7, 2017 - Nov 30, 2017 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -16.23% Dec 7, 2007 - May 1, 2008 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.93% Dec 29, 2021 - Mar 29, 2022 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.86% Dec 8, 2015 - Jul 19, 2016 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -15.80% May 19, 2011 - Sep 16, 2011 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -15.60% Aug 12, 2016 - Feb 8, 2017 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -14.75% Dec 3, 1999 - Jan 18, 2000 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between COST and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
COST vs SPY dividend yield comparison.
| Year | COST | SPY |
|---|---|---|
| 2026 | 0.27% | 0.24% |
| 2025 | 0.59% | 1.07% |
| 2024 | 0.49% | 1.21% |
| 2023 | 2.87% | 1.40% |
| 2022 | 0.76% | 1.65% |
| 2021 | 0.54% | 1.20% |
| 2020 | 3.38% | 1.52% |
| 2019 | 0.86% | 1.75% |
| 2018 | 1.08% | 2.04% |
| 2017 | 4.81% | 1.80% |
| 2016 | 1.09% | 2.03% |
| 2015 | 4.06% | 2.06% |
| 2014 | 0.97% | 1.87% |
| 2013 | 1.01% | 1.81% |
| 2012 | 8.17% | 2.18% |
| 2011 | 1.11% | 2.05% |
| 2010 | 1.10% | 1.80% |
| 2009 | 1.18% | 1.95% |
| 2008 | 1.19% | 3.02% |
| 2007 | 0.81% | 1.85% |
| 2006 | 0.96% | 1.73% |
| 2005 | 0.90% | 1.73% |
| 2004 | 0.62% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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