YUMC vs SPY

Comparison between Yum China Holdings Inc (YUMC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed YUMC, delivering a return of +13.3% compared to -4.2%

YUMC vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	YUMC(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$17B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	57.87%	56.47%
Sharpe Ratio	0.37	2.07
5Y Beta	0.64	1.00
Industry	Restaurants	N/A
P/E Ratio	19.27	28.24
Forward P/E	16.26	21.85
PEG Ratio	2.79	N/A
Dividend Yield	2.10%	N/A
5Y Dividends CAGR	39.10%	5.43%
5Y EPS CAGR	5.63%	25.79%
Debt to Equity	0.56%	22.35%
Free Cash Flow Yield	4.87%	N/A
P/S Ratio	1.42	3.55
P/B Ratio	3.12	5.29

Market Cap / Net Assets

YUMC

$17B

Winner

SPY

$652B

Expense Ratio

YUMC

N/A

SPY

0.09%

Max Drawdown

YUMC

57.87%

Winner

SPY

56.47%

Sharpe Ratio

YUMC

0.37

Winner

SPY

2.07

5Y Beta

Winner

YUMC

0.64

SPY

1.00

Industry

YUMC

Restaurants

SPY

N/A

P/E Ratio

Winner

YUMC

19.27

SPY

28.24

Forward P/E

Winner

YUMC

16.26

SPY

21.85

PEG Ratio

YUMC

2.79

SPY

N/A

Dividend Yield

YUMC

2.10%

SPY

N/A

5Y Dividends CAGR

Winner

YUMC

39.10%

SPY

5.43%

5Y EPS CAGR

YUMC

5.63%

Winner

SPY

25.79%

Debt to Equity

Winner

YUMC

0.56%

SPY

22.35%

Free Cash Flow Yield

YUMC

4.87%

SPY

N/A

P/S Ratio

Winner

YUMC

1.42

SPY

3.55

P/B Ratio

Winner

YUMC

3.12

SPY

5.29

YUMC vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	YUMC	SPY
1 month	-5.88%	+9.11%
3 months	-17.98%	+6.59%
6 months	+8.73%	+10.56%
1 year	+8.95%	+32.04%
5 years(CAGR)	-4.15%	+13.35%
10 years(CAGR)	+7.65%	+15.49%
Max(CAGR)	+7.65%	+8.50%

YUMC

-5.88%

Winner

SPY

+9.11%

YUMC

-17.98%

Winner

SPY

+6.59%

YUMC

+8.73%

Winner

SPY

+10.56%

YUMC

+8.95%

Winner

SPY

+32.04%

5Y(CAGR)

YUMC

-4.15%

Winner

SPY

+13.35%

10Y(CAGR)

YUMC

+7.65%

Winner

SPY

+15.49%

Max(CAGR)

YUMC

+7.65%

Winner

SPY

+8.50%

YUMC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	YUMC	SPY
2026	-2.10%	+8.27%
2025	+4.62%	+18.00%
2024	+15.40%	+25.59%
2023	-24.06%	+26.72%
2022	+11.44%	-18.64%
2021	-11.93%	+30.52%
2020	+16.74%	+17.28%
2019	+41.93%	+31.09%
2018	-16.56%	-5.24%
2017	+52.89%	+20.78%
2016	+1.83%	+13.59%
2015	N/A	+1.31%
2014	N/A	+14.56%
2013	N/A	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

YUMC vs SPY Drawdown Comparison

The maximum drawdown for YUMC was -56.48%, occurring on Jul 25, 2024. 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 YUMC drawdown is -27.74%.

Rank	YUMC	SPY
#1	-56.48% Jun 2, 2021 - Jul 25, 2024	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-34.75% Jan 26, 2018 - Apr 30, 2019	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-21.07% Jan 17, 2020 - Apr 29, 2020	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-18.78% Apr 30, 2019 - Sep 12, 2019	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-16.19% Jun 7, 2017 - Oct 9, 2017	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-13.74% Nov 22, 2016 - Apr 6, 2017	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-13.60% Sep 1, 2020 - Nov 11, 2020	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-13.50% Sep 12, 2019 - Dec 16, 2019	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-12.58% Apr 29, 2020 - Jun 8, 2020	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-9.05% Feb 16, 2021 - May 19, 2021	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-8.20% Jun 8, 2020 - Jul 15, 2020	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-7.78% Oct 9, 2017 - Jan 9, 2018	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-7.27% Nov 24, 2020 - Feb 9, 2021	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-6.16% Nov 4, 2016 - Nov 18, 2016	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-5.58% Jul 29, 2020 - Aug 6, 2020	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between YUMC and SPY is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40

-101

Dividend Comparison (1999 - 2026)

YUMC vs SPY dividend yield comparison.

Year	YUMC	SPY
2026	0.62%	0.24%
2025	2.01%	1.07%
2024	1.33%	1.21%
2023	1.23%	1.40%
2022	0.88%	1.65%
2021	0.96%	1.20%
2020	0.42%	1.52%
2019	1.00%	1.75%
2018	1.25%	2.04%
2017	0.25%	1.80%
2016	0.00%	2.03%
2015	0.00%	2.06%
2014	0.00%	1.87%
2013	0.00%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	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%