GIGB vs SPY

GIGB vs SPY
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Quick Verdict

GIGB has a lower expense ratio. SPY delivered stronger 1-year returns. GIGB offers more diversification with 2,467 holdings.

Lower Fees: GIGBHigher Returns: SPYMore Diversified: GIGB

Side-by-Side Comparison

MetricGIGBSPYWinner
Expense Ratio0.08%0.09%
AUM$976M$821.1B
Dividend Yield4.70%1.01%
Holdings2,467505
YTD Return-0.27%+12.22%
1Y Return+2.06%+20.83%
3Y Return (annualized)+5.42%+21.70%
5Y Return (annualized)-0.30%+12.98%
Volatility (annualized)7.2%15.3%
Max Drawdown-23.1%-56.5%
Fund FamilyGoldman Sachs Asset ManagementState Street Investment Management
CategoryFixed IncomeEquity
InceptionJun 6, 2017Jan 22, 1993

GIGB vs SPY Performance

Goldman Sachs Access Investment Grade Corporate Bond ETF (GIGB) is a ETF from Goldman Sachs Asset Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year GIGB returned +2.06% while SPY returned +20.83%. Year to date, GIGB is down 0.27% versus a gain of 12.22% for SPY.

Over three years, GIGB compounded at +5.42% per year against +21.70% for SPY; over five years the annualized figures are -0.30% and +12.98% respectively. Across the full 9-year window we track, SPY has the edge at +8.79% annualized vs +1.08%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 7.2% for GIGB. 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 -23.1% for GIGB and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GIGB charges 0.08% per year while SPY charges 0.09%. On a $10,000 position that is $8 vs $9 annually, a gap of $1 per year that compounds over a long holding period. On income, GIGB currently yields 4.70% against 1.01% for SPY.

Holdings Overlap

0.1%overlap

GIGB and SPY share 1 holdings out of 2045 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GIGBWeight in SPYDifference
KDP0.14%0.06%0.08%

Frequently Asked Questions

Which is cheaper, GIGB or SPY?

GIGB has an expense ratio of 0.08% while SPY charges 0.09%. GIGB is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, GIGB or SPY?

Over the past year GIGB returned +2.06% vs +20.83% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (9 years), GIGB annualized +1.08% vs +8.79% for SPY. Past performance does not guarantee future results.

Which is riskier, GIGB or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 7.2% for GIGB. Worst drawdown: GIGB -23.1% vs SPY -56.5%.

Should I hold both GIGB and SPY?

GIGB and SPY have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GIGB and SPY?

GIGB and SPY share 1 common holdings with a 0.1% weight overlap. Combined, they hold 2045 unique securities.

Which pays a higher dividend, GIGB or SPY?

GIGB yields 4.70% while SPY yields 1.01%, so GIGB currently pays the higher dividend yield.

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