GNT vs SPY

Quick Verdict

SPY has a lower expense ratio. GNT delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: GNTMore Diversified: SPY

Side-by-Side Comparison

MetricGNTSPYWinner
Expense Ratio1.18%0.09%
AUM$163M$789.1B
Dividend Yield7.95%1.01%
Holdings281505
YTD Return+23.59%+14.47%
1Y Return+45.62%+21.96%
3Y Return (annualized)+28.38%+21.70%
5Y Return (annualized)+18.76%+13.30%
Volatility (annualized)22.4%15.3%
Max Drawdown-88.1%-56.5%
Fund FamilyGabelli FundsState Street Investment Management
CategoryEquityEquity
InceptionJan 27, 2011Jan 22, 1993

GNT vs SPY Performance

GAMCO Natural Resources Gold & Income Trust (GNT) is a ETF from Gabelli Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year GNT returned +45.62% while SPY returned +21.96%. Year to date, GNT is up 23.59% versus a gain of 14.47% for SPY.

Over three years, GNT compounded at +28.38% per year against +21.70% for SPY; over five years the annualized figures are +18.76% and +13.30% respectively. Across the full 16-year window we track, SPY has the edge at +8.87% annualized vs -2.71%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GNT has been the more volatile fund, with annualized monthly volatility of 22.4% 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 -88.1% for GNT 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GNT charges 1.18% per year while SPY charges 0.09%. On a $10,000 position that is $118 vs $9 annually, a gap of $109 per year that compounds over a long holding period. On income, GNT currently yields 7.95% against 1.01% for SPY.

Holdings Overlap

3.6%overlap

GNT and SPY share 28 holdings out of 563 unique holdings combined, representing a 3.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GNTWeight in SPYDifference
XOM4.15%0.87%3.28%
NEM4.71%0.16%4.55%
DE2.96%0.25%2.71%
CVXProProPro
CTVAProProPro
ADMProProPro
CFProProPro
TSNProProPro
ZTSProProPro
COPProProPro
FundXLS Pro
See all 10 holdings GNT shares with SPY
Exact weights in each fund and the difference, for every overlapping position.
X-ray my whole portfolio$45/quarter Pro · Cancel anytime

Frequently Asked Questions

Which is cheaper, GNT or SPY?

GNT has an expense ratio of 1.18% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $109 per year of difference.

Which performed better, GNT or SPY?

Over the past year GNT returned +45.62% vs +21.96% for SPY, so GNT leads on 1-year performance. Over the longest common window we track (16 years), GNT annualized -2.71% vs +8.87% for SPY. Past performance does not guarantee future results.

Which is riskier, GNT or SPY?

GNT has been the more volatile fund at 22.4% annualized versus 15.3% for SPY. Worst drawdown: GNT -88.1% vs SPY -56.5%.

Should I hold both GNT and SPY?

GNT and SPY have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GNT and SPY?

GNT and SPY share 28 common holdings with a 3.6% weight overlap. Combined, they hold 563 unique securities.

Which pays a higher dividend, GNT or SPY?

GNT yields 7.95% while SPY yields 1.01%, so GNT currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.