GMOC vs SPY

GMOC vs SPY

Which is better, GMOC or SPY?

Ultrashort Term Bond against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y.

Lower Fees: SPYHigher Returns (1Y): 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

MetricGMOCSPY
Expense Ratio0.20%0.09%Best
AUM$33M$804.7B
Dividend Yield3.30%0.98%
Holdings61505
YTD Return+2.74%+11.45%Best
1Y Return+3.55%+15.87%Best
3Y Return (annualized)-+20.93%
5Y Return (annualized)-+12.59%
Fund FamilyGMOState Street Investment Management
CategoryFixed IncomeEquity
StyleUltrashort Term BondLarge Cap Blend
InceptionOct 27, 2025Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

GMOC 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.

GMOC vs SPY Performance

GMO Ultra-Short Income ETF (GMOC) is an ETF from GMO and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year GMOC returned +3.55% while SPY returned +15.87%. Year to date, GMOC is up 2.74% versus a gain of 11.45% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

GMOC charges 0.20% per year while SPY charges 0.09%. On a $10,000 position that is $20 vs $9 annually, a gap of $11 per year that compounds over a long holding period. On income, GMOC currently yields 3.30% against 0.98% for SPY.

Holdings Overlap

SPY already in GMOC0.3%

At least 0.3% of SPY's money is in holdings GMOC also owns.

Stated as a floor: for GMOC, our book for it covers 27.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 21 positions we hold weights for in GMOC and 504 in SPY, against full books of 61 and 505.

Top Shared Holdings

StockWeight in GMOCWeight in SPYDifference
TBBAt&t Inc1.00%0.27%0.73%

You are not choosing between two funds in isolation.

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

GMOCSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GMOC or SPY?

GMOC has an expense ratio of 0.20% while SPY charges 0.09%. SPY is the cheaper option, by $11 a year on a $10,000 investment.

Which performed better, GMOC or SPY?

Over the past year GMOC returned +3.55% vs +15.87% for SPY, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, GMOC or SPY?

GMOC yields 3.30% while SPY yields 0.98%, so GMOC currently pays the higher dividend yield.

Is SPY better than GMOC?

SPY has a lower expense ratio. SPY led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.