$145.44+2.24% today
- 5Y
- +4.52%
- $10K became
- $10,452
PEP vs SPY
Total return with dividends reinvested · 5Y
PEP
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 PEP |
|---|---|---|---|---|---|---|---|---|---|---|
| PEP | $10,452 | +4.52% | +0.89% | 19.3% | -30.29% | -16.11% | +7.23% 2022 | -9.21% 2024 | 25% | — |
| SPY | $17,262 | +72.62% | +11.55% | 17.3% | -24.49% | -3.17% | +26.73% 2023 | -18.64% 2022 | 75% | 0.23 |
PEP
- $10K became
- $10,452
- Total
- +4.52%
- Per year
- +0.89%
- Volatility
- 19.3%
- Worst drop
- -30.29%
- Off high now
- -16.11%
- Best year
- +7.23% 2022
- Worst year
- -9.21% 2024
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%-20%-40%
2021-112026-11
Correlation of daily returns
PEPSPYPEP1.000.23SPY0.231.00
1 moves together, 0 unrelated, negative moves opposite. Lower means more diversification.
Trailing returns up to 5 years
| Ticker | 1Y | 2Y | 3Y | 5Y |
|---|---|---|---|---|
| PEP | — | — | — | — |
| SPY | — | — | — | — |
Calendar-year returns best each year in bold
| Year | PEP | SPY |
|---|---|---|
| No full years in this range yet. | ||
More comparisons
About this comparison
Summary, desk note and 6 common questions.
PepsiCo, Inc. (PEP) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: PEP +4.52%, SPY +72.62%. As of Nov 13, 2026. Research only.
PepsiCo (PEP) closed at $138.8 as of 2026-10-22, reflecting a 3.07% gain. The consumer defensive giant is currently trading 18.60% below its highs, with a 5-year total-return overlay indicating a +2.6% performance. This modest gain underscores the stock’s role as a Dividend Compounder, supported by a 4.18% dividend yield and a value score of 72.00. Recent earnings highlighted international strength, though margin pressures from input costs led to lowered EPS guidance. In contrast, the SPDR S&P 500 ETF (SPY) closed at $764.0 as of 2026-10-22, down 1.18%. The index fund’s 5-year total-return overlay shows a +79.4% gain, significantly outpacing PEP. While SPY’s current directional signal is SELL, its long-term trajectory reflects broad market growth. Investors comparing these tickers note the divergence between single-name defensive stability and broad-market equity appreciation over the five-year window.
What does the PEP vs SPY overlay show?
LOPJLB overlays PEP 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 PEP vs SPY performed on a normalized basis?
PEP vs SPY holding-return overlay: 5Y PEP +4.52% · SPY +72.62%; worst drawdown PEP -30.29% · SPY -24.49%; YTD PEP +5.40% · 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.