GFLW vs SPY

GFLW vs SPY

Which is better, GFLW or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. GFLW led over 1Y and the full window. GFLW is less concentrated, with 25.9% of the fund in its ten largest positions against 37.8%.

Lower Fees: SPYHigher Returns: GFLWLess Concentrated: GFLW

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricGFLWSPY
Expense Ratio0.39%0.09%Best
AUM$1.1B$804.7B
Dividend Yield0.00%0.98%
Holdings102505
YTD Return+16.25%Best+10.96%
1Y Return+16.00%Best+15.52%
3Y Return (annualized)-+20.73%
5Y Return (annualized)-+12.53%
Volatility (annualized)19.4%12.8%Best
Max Drawdown-24.1%-18.8%Best
$10,000 over 1.8 years$13,030Best$12,694
Top 10 Weight25.9%Best37.8%
Fund FamilyVictory Capital Management Inc.State Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionDec 3, 2024Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 4, 2024 to Sep 16, 2026 (1.8 years).

GFLW vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.8 years both funds cover.

GFLW vs SPY Performance

VictoryShares Free Cash Flow Growth ETF (GFLW) is an ETF from Victory Capital Management Inc. and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year GFLW returned +16.00% while SPY returned +15.52%. Year to date, GFLW is up 16.25% versus a gain of 10.96% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GFLW has been the more volatile fund, with annualized monthly volatility of 19.4% compared with 12.8% for SPY. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -24.1% for GFLW and -18.8% for SPY. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GFLW charges 0.39% per year while SPY charges 0.09%. On a $10,000 position that is $39 vs $9 annually, a gap of $30 per year that compounds over a long holding period. On income, GFLW currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

GFLW already in SPY70.5%
SPY already in GFLW21.5%

70.5% of GFLW's money is in holdings SPY also owns. 21.5% of SPY's money is in holdings GFLW also owns.

Most of GFLW is already inside SPY. Owning both mostly buys the same companies twice.

56 positions in common, counted across the 100 positions we hold weights for in GFLW and 504 in SPY, against full books of 102 and 505.

What only one of them owns

Our book lists 441 positions for SPY that do not appear in our book for GFLW (77.8% of the fund), and 42 for GFLW that do not appear in SPY (26.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in GFLWWeight in SPYDifference
NVDANvidia Corp3.91%8.01%4.10%
AVGOBroadcom Inc2.23%2.66%0.43%
LLYEli Lilly & Co.2.25%1.40%0.85%
CATCaterpillar, Inc.2.87%0.55%2.32%
SNDKSandisk Corp/De2.98%0.35%2.63%
DELLDell Technologies Inc2.84%0.19%2.65%
NEMNewmont Corp Common2.53%0.20%2.33%
LRCXLrcx Uw Equity2.15%0.55%1.60%
AMATApplied Materials, Inc.1.98%0.53%1.45%
GEVGe Vernova, Inc.1.91%0.37%1.54%

70.5% of GFLW is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

GFLWSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GFLW or SPY?

GFLW has an expense ratio of 0.39% while SPY charges 0.09%. SPY is the cheaper option, by $30 a year on a $10,000 investment.

Which performed better, GFLW or SPY?

Over the past year GFLW returned +16.00% vs +15.52% for SPY, so GFLW leads on 1-year performance. Over the longest common window we track (2 years), GFLW annualized +15.84% vs +14.17% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GFLW or SPY?

GFLW has been the more volatile fund at 19.4% annualized versus 12.8% for SPY. Worst drawdown: GFLW -24.1% vs SPY -18.8%.

Should I hold both GFLW and SPY?

GFLW and SPY have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between GFLW and SPY?

70.5% of GFLW's money is in holdings SPY also owns. 21.5% of SPY's is in holdings GFLW also owns. They hold 56 positions in common, counted across the 100 positions we hold weights for in GFLW and 504 in SPY.

Which pays a higher dividend, GFLW or SPY?

GFLW yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than GFLW?

SPY has a lower expense ratio. GFLW led over 1Y and the full window. GFLW is less concentrated, with 25.9% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.