KO vs SPY
Comparison between Coca-Cola Company (KO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed KO, delivering a return of +13.3% compared to +10.8%
KO vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
KO
$341B
Winner
SPY
$652B
Expense Ratio
KO
N/A
SPY
0.09%
Max Drawdown
Winner
KO
45.73%
SPY
56.47%
Sharpe Ratio
KO
0.53
Winner
SPY
2.07
5Y Beta
Winner
KO
0.03
SPY
1.00
Industry
KO
Beverages - Non-alcoholic
SPY
N/A
P/E Ratio
Winner
KO
23.10
SPY
28.24
Forward P/E
KO
24.15
Winner
SPY
21.85
PEG Ratio
KO
0.81
SPY
N/A
Dividend Yield
KO
2.63%
SPY
N/A
5Y Dividends CAGR
KO
4.52%
Winner
SPY
5.43%
5Y EPS CAGR
KO
11.51%
Winner
SPY
25.79%
Debt to Equity
Winner
KO
0.00%
SPY
22.35%
Free Cash Flow Yield
KO
3.69%
SPY
N/A
P/S Ratio
KO
6.85
Winner
SPY
3.55
P/B Ratio
KO
10.04
Winner
SPY
5.29
KO vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
KO
+1.46%
Winner
SPY
+9.11%
3M
KO
+1.27%
Winner
SPY
+6.59%
6M
Winner
KO
+12.71%
SPY
+10.56%
1Y
KO
+13.40%
Winner
SPY
+32.04%
5Y(CAGR)
KO
+10.79%
Winner
SPY
+13.35%
10Y(CAGR)
KO
+9.02%
Winner
SPY
+15.49%
Max(CAGR)
KO
+6.65%
Winner
SPY
+8.50%
KO vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | KO | SPY |
|---|---|---|
| 2026 | +14.23% | +8.27% |
| 2025 | +16.40% | +18.00% |
| 2024 | +7.25% | +25.59% |
| 2023 | -3.46% | +26.72% |
| 2022 | +10.44% | -18.64% |
| 2021 | +15.80% | +30.52% |
| 2020 | +3.11% | +17.28% |
| 2019 | +21.69% | +31.09% |
| 2018 | +7.59% | -5.24% |
| 2017 | +13.44% | +20.78% |
| 2016 | +0.98% | +13.59% |
| 2015 | +5.32% | +1.31% |
| 2014 | +6.95% | +14.56% |
| 2013 | +13.03% | +29.00% |
| 2012 | +6.25% | +14.17% |
| 2011 | +10.36% | +0.85% |
| 2010 | +18.95% | +13.14% |
| 2009 | +28.45% | +22.67% |
| 2008 | -23.76% | -36.25% |
| 2007 | +29.56% | +5.32% |
| 2006 | +21.32% | +13.85% |
| 2005 | -0.42% | +5.32% |
| 2004 | -15.45% | +10.75% |
| 2003 | +15.45% | +24.18% |
| 2002 | -6.14% | -22.42% |
| 2001 | -21.29% | -10.13% |
| 2000 | +9.76% | -8.84% |
| 1999 | -1.04% | +8.61% |
KO vs SPY Drawdown Comparison
The maximum drawdown for KO was -43.28%, occurring on Mar 10, 2003. Recovery took 1978 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current KO drawdown is -3.19%.
| Rank | KO | SPY |
|---|---|---|
| #1 | -43.28% Dec 3, 1999 - Oct 17, 2007 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -40.61% Jan 10, 2008 - Oct 19, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -37.01% Feb 21, 2020 - Jul 27, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -17.28% Apr 21, 2022 - May 6, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -15.51% Sep 3, 2024 - Mar 3, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.87% Nov 28, 2014 - Dec 16, 2015 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.62% Jan 26, 2018 - Oct 30, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -12.79% May 16, 2013 - Jun 18, 2014 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.21% Apr 4, 2016 - May 25, 2017 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.33% Nov 30, 2018 - Jun 3, 2019 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.62% Jul 30, 2012 - Mar 20, 2013 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.81% Apr 22, 2025 - Nov 21, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.11% Sep 16, 2011 - Mar 13, 2012 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -8.96% Oct 8, 2014 - Nov 26, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.27% Jul 22, 2011 - Aug 30, 2011 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between KO and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (1999 - 2026)
KO vs SPY dividend yield comparison.
| Year | KO | SPY |
|---|---|---|
| 2026 | 0.68% | 0.24% |
| 2025 | 2.92% | 1.07% |
| 2024 | 3.12% | 1.21% |
| 2023 | 3.12% | 1.40% |
| 2022 | 2.77% | 1.65% |
| 2021 | 2.84% | 1.20% |
| 2020 | 2.99% | 1.52% |
| 2019 | 2.89% | 1.75% |
| 2018 | 3.29% | 2.04% |
| 2017 | 3.23% | 1.80% |
| 2016 | 3.38% | 2.03% |
| 2015 | 3.07% | 2.06% |
| 2014 | 2.89% | 1.87% |
| 2013 | 2.71% | 1.81% |
| 2012 | 2.81% | 2.18% |
| 2011 | 2.69% | 2.05% |
| 2010 | 2.68% | 1.80% |
| 2009 | 2.88% | 1.95% |
| 2008 | 3.36% | 3.02% |
| 2007 | 2.22% | 1.85% |
| 2006 | 2.57% | 1.73% |
| 2005 | 2.78% | 1.73% |
| 2004 | 2.40% | 1.82% |
| 2003 | 1.73% | 1.47% |
| 2002 | 1.82% | 1.70% |
| 2001 | 1.53% | 1.25% |
| 2000 | 1.12% | 1.15% |
| 1999 | 0.27% | 0.24% |
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