GLIN vs SPY

GLIN vs SPY

Which is better, GLIN or SPY?

All Cap Blend against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 44.8%.

Lower Fees: SPYHigher Returns: SPYLess 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

MetricGLINSPY
Expense Ratio0.72%0.09%Best
AUM$95M$814.4B
Dividend Yield0.87%1.01%
Holdings82505
YTD Return-1.70%+13.34%Best
1Y Return+3.90%+19.97%Best
3Y Return (annualized)+6.60%+21.20%Best
5Y Return (annualized)+1.94%+12.81%Best
Volatility (annualized)29.4%14.2%Best
Max Drawdown-79.4%-34.1%Best
$10,000 over 5 years$11,008$18,270Best
Top 10 Weight44.8%38.0%Best
Fund FamilyVanEckState Street Investment Management
CategoryEquityEquity
StyleAll Cap BlendLarge Cap Blend
InceptionAug 24, 2010Jan 22, 1993

Volatility and max drawdown are measured over the window both funds cover: Aug 25, 2010 to Sep 4, 2026 (16 years).

GLIN 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

GLIN vs SPY Performance

VanEck India Growth Leaders ETF (GLIN) is an ETF from VanEck and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year GLIN returned +3.90% while SPY returned +19.97%. Year to date, GLIN is down 1.70% versus a gain of 13.34% for SPY.

Over three years, GLIN compounded at +6.60% per year against +21.20% for SPY; over five years the annualized figures are +1.94% and +12.81% respectively. Across the full 16-year window we track, SPY has the edge at +13.70% annualized vs -2.46%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GLIN has been the more volatile fund, with annualized monthly volatility of 29.4% compared with 14.2% 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 -79.4% for GLIN and -34.1% 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 0.47. They move together some of the time, and apart the rest.

Fees and Cost Over Time

GLIN charges 0.72% per year while SPY charges 0.09%. On a $10,000 position that is $72 vs $9 annually, a gap of $63 per year that compounds over a long holding period. On income, GLIN currently yields 0.87% against 1.01% for SPY.

Holdings Overlap

GLIN already in SPY4.7%

4.7% of GLIN's money is in holdings SPY also owns.

GLIN and SPY share little of their money.

1 positions in common, counted across the 80 positions we hold weights for in GLIN and 504 in SPY, against full books of 82 and 505.

What only one of them owns

Our book lists 495 positions for SPY that do not appear in our book for GLIN (99.4% of the fund), and 1 for GLIN that do not appear in SPY (4.4%).

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 GLINWeight in SPYDifference
HALHalliburton Co.4.69%0.04%4.65%

You are not choosing between two funds in isolation.

Whichever of GLIN and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

GLINSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GLIN or SPY?

GLIN has an expense ratio of 0.72% while SPY charges 0.09%. SPY is the cheaper option, by $63 a year on a $10,000 investment.

Which performed better, GLIN or SPY?

Over the past year GLIN returned +3.90% vs +19.97% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (16 years), GLIN annualized -2.46% vs +13.70% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GLIN or SPY?

GLIN has been the more volatile fund at 29.4% annualized versus 14.2% for SPY. Worst drawdown: GLIN -79.4% vs SPY -34.1%.

Should I hold both GLIN and SPY?

GLIN and SPY have a monthly-return correlation of 0.47, 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 GLIN and SPY?

4.7% of GLIN's money is in holdings SPY also owns. 0.0% of SPY's is in holdings GLIN also owns. They hold 1 positions in common, counted across the 80 positions we hold weights for in GLIN and 504 in SPY.

Which pays a higher dividend, GLIN or SPY?

GLIN yields 0.87% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

Is SPY better than GLIN?

SPY has a lower expense ratio. SPY led over 1Y, 3Y, 5Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 44.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.