GLBL vs SPY

GLBL vs SPY

Which is better, GLBL or SPY?

Nearly the same fund. SPY costs less.

SPY has a lower expense ratio. GLBL led over the full window, SPY over 1Y. The two have moved almost in lockstep, correlation 0.98. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 39.4%.

Lower Fees: SPYHigher Returns: splitLess Concentrated: SPY

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

MetricGLBLSPY
Expense Ratio0.65%0.09%Best
AUM$1M$804.7B
Dividend Yield0.76%0.98%
Holdings366505
YTD Return+10.88%+10.96%Best
1Y Return+13.78%+15.52%Best
3Y Return (annualized)-+20.73%
5Y Return (annualized)-+12.53%
Volatility (annualized)15.4%12.8%Best
Max Drawdown-19.8%-18.8%Best
$10,000 over 2 years$13,945Best$13,717
Top 10 Weight39.4%37.8%Best
Fund FamilyPacer ETFsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionSep 16, 2024Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 2 years row, are measured over the window both funds cover: Sep 17, 2024 to Sep 16, 2026 (2 years).

GLBL 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 2 years both funds cover.

GLBL vs SPY Performance

Pacer MSCI World Industry Advantage ETF (GLBL) is an ETF from Pacer ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year GLBL returned +13.78% while SPY returned +15.52%. Year to date, GLBL is up 10.88% versus a gain of 10.96% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GLBL has been the more volatile fund, with annualized monthly volatility of 15.4% 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 -19.8% for GLBL 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 0.98. 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 0.76% against 0.98% for SPY.

Holdings Overlap

GLBL already in SPY83.5%
SPY already in GLBL66.2%

83.5% of GLBL's money is in holdings SPY also owns. 66.2% of SPY's money is in holdings GLBL also owns.

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

200 positions in common, counted across the 355 positions we hold weights for in GLBL and 504 in SPY, against full books of 366 and 505.

What only one of them owns

Our book lists 298 positions for SPY that do not appear in our book for GLBL (33.2% of the fund), and 34 for GLBL that do not appear in SPY (2.5%).

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 GLBLWeight in SPYDifference
NVDANvidia Corp5.00%8.01%3.01%
AAPLApple, Inc4.94%7.26%2.32%
MSFTMicrosoft Corp5.19%5.66%0.47%
AMZNAmazon.Com Inc4.83%3.79%1.04%
GOOGLAlphabet Inc,class A4.60%2.99%1.61%
AVGOBroadcom Inc3.92%2.66%1.26%
GOOGAlphabet Inc3.64%2.39%1.25%
METAMeta Platforms Inc2.93%1.93%1.00%
MUMicron Technology, Inc.2.53%1.60%0.93%
BRK.BBerkshire Hathaway Inc Brk/B Us Equity1.64%1.40%0.24%

83.5% of GLBL 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.

GLBLSPY

Free for up to 10 holdings. No account needed.

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, by $56 a year on a $10,000 investment.

Which performed better, GLBL or SPY?

Over the past year GLBL returned +13.78% vs +15.52% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (2 years), GLBL annualized +18.09% vs +17.12% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GLBL or SPY?

GLBL has been the more volatile fund at 15.4% annualized versus 12.8% for SPY. Worst drawdown: GLBL -19.8% vs SPY -18.8%.

Should I hold both GLBL and SPY?

GLBL and SPY have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between GLBL and SPY?

83.5% of GLBL's money is in holdings SPY also owns. 66.2% of SPY's is in holdings GLBL also owns. They hold 200 positions in common, counted across the 355 positions we hold weights for in GLBL and 504 in SPY.

Which pays a higher dividend, GLBL or SPY?

GLBL yields 0.76% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than GLBL?

SPY has a lower expense ratio. GLBL led over the full window, SPY over 1Y. The two have moved almost in lockstep, correlation 0.98. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 39.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.