PEP vs SPY
Comparison between PepsiCo Inc (PEP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed PEP, delivering a return of +13.3% compared to +4.4%
PEP vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
PEP
$213B
Winner
SPY
$652B
Expense Ratio
PEP
N/A
SPY
0.09%
Max Drawdown
Winner
PEP
42.43%
SPY
56.47%
Sharpe Ratio
PEP
0.87
Winner
SPY
2.07
5Y Beta
Winner
PEP
0.09
SPY
1.00
Industry
PEP
Beverages - Non-alcoholic
SPY
N/A
P/E Ratio
Winner
PEP
26.61
SPY
28.24
Forward P/E
Winner
PEP
18.15
SPY
21.85
PEG Ratio
PEP
1.66
SPY
N/A
Dividend Yield
PEP
3.64%
SPY
N/A
5Y Dividends CAGR
Winner
PEP
11.49%
SPY
5.43%
5Y EPS CAGR
PEP
1.25%
Winner
SPY
25.79%
Debt to Equity
Winner
PEP
7.48%
SPY
22.35%
Free Cash Flow Yield
PEP
6.15%
SPY
N/A
P/S Ratio
Winner
PEP
2.23
SPY
3.55
P/B Ratio
PEP
9.88
Winner
SPY
5.29
PEP vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
PEP
-0.12%
Winner
SPY
+9.11%
3M
PEP
-6.29%
Winner
SPY
+6.59%
6M
PEP
+10.20%
Winner
SPY
+10.56%
1Y
PEP
+22.35%
Winner
SPY
+32.04%
5Y(CAGR)
PEP
+4.39%
Winner
SPY
+13.35%
10Y(CAGR)
PEP
+7.12%
Winner
SPY
+15.49%
Max(CAGR)
Winner
PEP
+8.66%
SPY
+8.50%
PEP vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PEP | SPY |
|---|---|---|
| 2026 | +9.68% | +8.27% |
| 2025 | -0.65% | +18.00% |
| 2024 | -9.23% | +25.59% |
| 2023 | -2.64% | +26.72% |
| 2022 | +7.22% | -18.64% |
| 2021 | +23.91% | +30.52% |
| 2020 | +12.41% | +17.28% |
| 2019 | +28.77% | +31.09% |
| 2018 | -3.31% | -5.24% |
| 2017 | +17.79% | +20.78% |
| 2016 | +9.05% | +13.59% |
| 2015 | +8.89% | +1.31% |
| 2014 | +18.46% | +14.56% |
| 2013 | +23.03% | +29.00% |
| 2012 | +6.32% | +14.17% |
| 2011 | +4.08% | +0.85% |
| 2010 | +9.84% | +13.14% |
| 2009 | +12.18% | +22.67% |
| 2008 | -25.37% | -36.25% |
| 2007 | +23.55% | +5.32% |
| 2006 | +6.63% | +13.85% |
| 2005 | +15.82% | +5.32% |
| 2004 | +14.21% | +10.75% |
| 2003 | +9.75% | +24.18% |
| 2002 | -12.96% | -22.42% |
| 2001 | -0.18% | -10.13% |
| 2000 | +36.31% | -8.84% |
| 1999 | +5.42% | +8.61% |
PEP vs SPY Drawdown Comparison
The maximum drawdown for PEP was -40.41%, occurring on Mar 9, 2009. Recovery took 1125 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current PEP drawdown is -12.77%.
| Rank | PEP | SPY |
|---|---|---|
| #1 | -40.41% Jan 10, 2008 - Jun 27, 2012 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -32.98% Apr 19, 2002 - Feb 23, 2004 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -30.32% May 12, 2023 - May 14, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -28.81% Feb 14, 2020 - Nov 11, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.44% Jan 26, 2018 - Nov 19, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.60% Jan 7, 2000 - Apr 24, 2000 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.81% Dec 14, 2000 - Sep 18, 2001 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.74% Oct 30, 2000 - Dec 14, 2000 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -13.46% Jun 22, 2004 - Feb 4, 2005 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.92% Dec 31, 2020 - May 20, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.36% Nov 30, 2018 - Mar 22, 2019 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.90% Jan 14, 2022 - Apr 20, 2022 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.44% Apr 28, 2022 - Aug 1, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.13% Aug 14, 2000 - Oct 2, 2000 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.55% Jun 30, 2000 - Jul 28, 2000 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between PEP and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (1999 - 2026)
PEP vs SPY dividend yield comparison.
| Year | PEP | SPY |
|---|---|---|
| 2026 | 0.92% | 0.24% |
| 2025 | 3.92% | 1.07% |
| 2024 | 3.51% | 1.21% |
| 2023 | 2.91% | 1.40% |
| 2022 | 2.50% | 1.65% |
| 2021 | 2.45% | 1.20% |
| 2020 | 2.71% | 1.52% |
| 2019 | 2.77% | 1.75% |
| 2018 | 3.25% | 2.04% |
| 2017 | 2.64% | 1.80% |
| 2016 | 2.83% | 2.03% |
| 2015 | 2.76% | 2.06% |
| 2014 | 2.68% | 1.87% |
| 2013 | 2.70% | 1.81% |
| 2012 | 3.11% | 2.18% |
| 2011 | 3.05% | 2.05% |
| 2010 | 2.89% | 1.80% |
| 2009 | 2.92% | 1.95% |
| 2008 | 3.01% | 3.02% |
| 2007 | 1.88% | 1.85% |
| 2006 | 1.85% | 1.73% |
| 2005 | 1.71% | 1.73% |
| 2004 | 1.63% | 1.82% |
| 2003 | 1.35% | 1.47% |
| 2002 | 1.41% | 1.70% |
| 2001 | 1.18% | 1.25% |
| 2000 | 1.12% | 1.15% |
| 1999 | 0.38% | 0.24% |
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