GLBL vs SPY

GLBL vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricGLBLSPYWinner
Expense Ratio0.65%0.09%
AUM$1M$821.1B
Dividend Yield0.78%1.01%
Holdings367505
YTD Return+12.51%+12.73%
1Y Return+19.70%+20.06%
3Y Return (annualized)-+21.59%
5Y Return (annualized)-+12.93%
Volatility (annualized)15.6%15.3%
Max Drawdown-19.8%-56.5%
Fund FamilyPacer ETFsState Street Investment Management
CategoryEquityEquity
InceptionSep 16, 2024Jan 22, 1993

GLBL vs SPY Performance

Pacer MSCI World Industry Advantage ETF (GLBL) is a ETF from Pacer ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year GLBL returned +19.70% while SPY returned +20.06%. Year to date, GLBL is up 12.51% versus a gain of 12.73% for SPY.

Risk: Volatility and Drawdowns

GLBL has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 15.3% 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 -19.8% for GLBL 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 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GLBL charges 0.65% per year while SPY charges 0.09%. On a $10,000 position that is $65 vs $9 annually, a gap of $56 per year that compounds over a long holding period. On income, GLBL currently yields 0.78% against 1.01% for SPY.

Holdings Overlap

60.6%overlap

GLBL and SPY share 203 holdings out of 656 unique holdings combined, representing a 60.6% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in GLBLWeight in SPYDifference
NVDA4.35%7.71%3.36%
AAPL5.08%6.83%1.75%
MSFT4.63%5.50%0.87%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
MUProProPro
AMDProProPro
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Frequently Asked Questions

Which is cheaper, GLBL or SPY?

GLBL has an expense ratio of 0.65% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $56 per year of difference.

Which performed better, GLBL or SPY?

Over the past year GLBL returned +19.70% vs +20.06% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), GLBL annualized +19.57% vs +8.80% for SPY. Past performance does not guarantee future results.

Which is riskier, GLBL or SPY?

GLBL has been the more volatile fund at 15.6% annualized versus 15.3% for SPY. Worst drawdown: GLBL -19.8% vs SPY -56.5%.

Should I hold both GLBL and SPY?

GLBL and SPY have a monthly-return correlation of 0.98, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between GLBL and SPY?

GLBL and SPY share 203 common holdings with a 60.6% weight overlap. Combined, they hold 656 unique securities.

Which pays a higher dividend, GLBL or SPY?

GLBL yields 0.78% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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