GLRY vs SPY

GLRY 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

MetricGLRYSPYWinner
Expense Ratio0.80%0.09%
AUM$171M$821.1B
Dividend Yield0.17%1.01%
Holdings34505
YTD Return+12.07%+12.93%
1Y Return+18.55%+20.62%
3Y Return (annualized)+17.15%+22.00%
5Y Return (annualized)+8.91%+13.33%
Volatility (annualized)19.4%15.3%
Max Drawdown-40.6%-56.5%
Fund FamilyInspire ETFsState Street Investment Management
CategoryEquityEquity
InceptionDec 7, 2020Jan 22, 1993

GLRY vs SPY Performance

Inspire Growth ETF (GLRY) is a ETF from Inspire ETFs and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year GLRY returned +18.55% while SPY returned +20.62%. Year to date, GLRY is up 12.07% versus a gain of 12.93% for SPY.

Over three years, GLRY compounded at +17.15% per year against +22.00% for SPY; over five years the annualized figures are +8.91% and +13.33% respectively. Across the full 6-year window we track, GLRY has the edge at +10.09% annualized vs +8.82%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GLRY has been the more volatile fund, with annualized monthly volatility of 19.4% 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 -40.6% for GLRY 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 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GLRY charges 0.80% per year while SPY charges 0.09%. On a $10,000 position that is $80 vs $9 annually, a gap of $71 per year that compounds over a long holding period. On income, GLRY currently yields 0.17% against 1.01% for SPY.

Holdings Overlap

4.3%overlap

GLRY and SPY share 12 holdings out of 525 unique holdings combined, representing a 4.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GLRYWeight in SPYDifference
AVGO4.84%2.97%1.87%
KLAC6.02%0.38%5.64%
APH4.59%0.32%4.27%
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Frequently Asked Questions

Which is cheaper, GLRY or SPY?

GLRY has an expense ratio of 0.80% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

Which performed better, GLRY or SPY?

Over the past year GLRY returned +18.55% vs +20.62% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (6 years), GLRY annualized +10.09% vs +8.82% for SPY. Past performance does not guarantee future results.

Which is riskier, GLRY or SPY?

GLRY has been the more volatile fund at 19.4% annualized versus 15.3% for SPY. Worst drawdown: GLRY -40.6% vs SPY -56.5%.

Should I hold both GLRY and SPY?

GLRY and SPY have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GLRY and SPY?

GLRY and SPY share 12 common holdings with a 4.3% weight overlap. Combined, they hold 525 unique securities.

Which pays a higher dividend, GLRY or SPY?

GLRY yields 0.17% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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