$99.25+1.86% today
- 5Y
- +103.16%
- $10K became
- $20,316
KO vs SPY
Total return with dividends reinvested · 5Y
KO
SPY
$754.37-0.36% today
- 5Y
- +72.62%
- $10K became
- $17,262
Return and risk 5Y
| Ticker | $10K became | Total | Per year | Volatility | Worst drop | Off high now | Best year | Worst year | Years up | Corr. with KO |
|---|---|---|---|---|---|---|---|---|---|---|
| KO | $20,316 | +103.16% | +15.25% | 16.9% | -17.27% | +0.00% | +16.43% 2025 | -3.44% 2023 | 75% | — |
| SPY | $17,262 | +72.62% | +11.55% | 17.3% | -24.49% | -3.17% | +26.73% 2023 | -18.64% 2022 | 75% | 0.25 |
KO
- $10K became
- $20,316
- Total
- +103.16%
- Per year
- +15.25%
- Volatility
- 16.9%
- Worst drop
- -17.27%
- Off high now
- +0.00%
- Best year
- +16.43% 2025
- Worst year
- -3.44% 2023
SPY
- $10K became
- $17,262
- Total
- +72.62%
- Per year
- +11.55%
- Volatility
- 17.3%
- Worst drop
- -24.49%
- Off high now
- -3.17%
- Best year
- +26.73% 2023
- Worst year
- -18.64% 2022
Per year: compound annual growth rate, needs a year of history. Volatility: yearly spread of daily returns. Best and worst years: full calendar years only.
Drawdown from peak 5Y
0%-15%-30%
2021-112026-11
Correlation of daily returns
KOSPYKO1.000.25SPY0.251.00
1 moves together, 0 unrelated, negative moves opposite. Lower means more diversification.
Trailing returns up to 5 years
| Ticker | 1Y | 2Y | 3Y | 5Y |
|---|---|---|---|---|
| KO | — | — | — | — |
| SPY | — | — | — | — |
Calendar-year returns best each year in bold
| Year | KO | SPY |
|---|---|---|
| No full years in this range yet. | ||
More comparisons
About this comparison
Summary, desk note and 6 common questions.
The Coca-Cola Company (KO) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: KO +103.16%, SPY +72.62%. As of Nov 13, 2026. Research only.
Over the past five years the Coca‑Cola Company (KO) has delivered a total‑return of +97.3% versus +82.5% for the S&P 500 ETF (SPY) when dividends and splits are included. KO’s modest 2.27% dividend yield and strong cash‑flow metrics have helped it outpace the broad market, while SPY’s exposure to the index’s price appreciation remains the benchmark for large‑cap U.S. equity performance. KO closed at $92.68 on 2026‑10‑21 (Wednesday), registering a –0.87% move. The overlay shows a BUY direction with a score of 5, a bullish market regime lasting eight days, and the signal has been active for six days. The stock is classified as a “Dividend Compounder (blended)”. Readers can open the KO page or methodology for full overlay detail. SPY finished at $773.1 on 2026‑10‑21 (Wednesday), up 0.53%. Its overlay also signals BUY, albeit with a lower score of 1, and a bullish regime extending 80 days, active for twelve days. The ETF is tagged as “Balanced”. Full overlay information is available on the SPY page.
What does the KO vs SPY overlay show?
LOPJLB overlays KO vs SPY as total return (dividends and splits) from the first adjusted close in the selected 5Y window. Each path starts at 0% so you can read relative holding performance, not raw tape price.
Is this holding return or tape close?
Holding return. The series uses split- and dividend-adjusted close (Yahoo-style backward adjustment) when dividend coverage is sufficient, otherwise it falls back to tape close. Candles and technical overlays on /chart stay tape.
Which windows are public?
Public visitors can share 1M, 3M, 6M, YTD, 1Y, and 5Y. MAX is Research+. Direction and regime in the table follow the desk ladder: SPY25 on Free, full book on Essential+.
How do I read the drawdown, period, and annual tables?
Drawdowns are current and worst peak-to-trough on the visible range. Periods are calendar lookbacks (1Y / 2Y / 3Y / 5Y, plus 10Y on MAX) from the last bar. Annual is calendar-year holding return, with the latest year labeled YTD.
How has KO vs SPY performed on a normalized basis?
KO vs SPY holding-return overlay: 5Y KO +103.16% · SPY +72.62%; worst drawdown KO -17.27% · SPY -24.49%; YTD KO +46.41% · SPY +11.29%. Numbers update from the live compare-series book.
Is ticker compare investment advice?
No. The overlay is research context only — not a recommendation to buy or sell any security.