GPIQ vs SPY

GPIQ vs SPY

Which is better, GPIQ or SPY?

GPIQ has been ahead.

SPY has a lower expense ratio. GPIQ led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 46.7%.

Lower Fees: SPYHigher Returns: GPIQLess 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

MetricGPIQSPY
Expense Ratio0.29%0.09%Best
AUM$5.6B$804.7B
Dividend Yield9.94%0.98%
Holdings109505
YTD Return+15.51%Best+12.47%
1Y Return+21.95%Best+17.51%
3Y Return (annualized)+26.43%Best+21.18%
5Y Return (annualized)-+12.88%
Volatility (annualized)14.2%12.4%Best
Max Drawdown-21.1%-18.8%Best
$10,000 over 2.9 years$19,741Best$19,260
Top 10 Weight46.7%38.0%Best
Fund FamilyGoldman Sachs Asset ManagementState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 24, 2023Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 26, 2023 to Sep 11, 2026 (2.9 years).

GPIQ 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 2.9 years both funds cover.

GPIQ vs SPY Performance

Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) is an ETF from Goldman Sachs Asset Management and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year GPIQ returned +21.95% while SPY returned +17.51%. Year to date, GPIQ is up 15.51% versus a gain of 12.47% for SPY.

Over three years, GPIQ compounded at +26.43% per year against +21.18% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GPIQ has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 12.4% 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 -21.1% for GPIQ 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GPIQ charges 0.29% per year while SPY charges 0.09%. On a $10,000 position that is $29 vs $9 annually, a gap of $20 per year that compounds over a long holding period. On income, GPIQ currently yields 9.94% against 0.98% for SPY.

Holdings Overlap

GPIQ already in SPY94.6%
SPY already in GPIQ54.4%

94.6% of GPIQ's money is in holdings SPY also owns. 54.4% of SPY's money is in holdings GPIQ also owns.

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

87 positions in common, counted across the 103 positions we hold weights for in GPIQ and 504 in SPY, against full books of 109 and 505.

What only one of them owns

Our book lists 407 positions for SPY that do not appear in our book for GPIQ (45.1% of the fund), and 9 for GPIQ that do not appear in SPY (2.7%).

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 GPIQWeight in SPYDifference
NVDANvidia Corp.8.56%7.71%0.85%
AAPLApple, Inc7.72%6.83%0.89%
MSFTMicrosoft Corp 4.100 Feb 06 375.88%5.50%0.38%
AMZNAmazon.Com Inc4.51%4.08%0.43%
GOOGLAlphabet A Usd 0.0013.75%3.33%0.42%
MUMicron Technology, Inc.4.67%1.51%3.16%
AVGOBroadcom Inc2.95%2.97%0.02%
GOOGAlphabet Inc2.22%2.67%0.45%
AMDAdvanced Micro Devices Inc.3.46%1.27%2.19%
METAMeta Platforms, Inc.2.78%1.94%0.84%

94.6% of GPIQ 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.

GPIQSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GPIQ or SPY?

GPIQ has an expense ratio of 0.29% while SPY charges 0.09%. SPY is the cheaper option, by $20 a year on a $10,000 investment.

Which performed better, GPIQ or SPY?

Over the past year GPIQ returned +21.95% vs +17.51% for SPY, so GPIQ leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GPIQ or SPY?

GPIQ has been the more volatile fund at 14.2% annualized versus 12.4% for SPY. Worst drawdown: GPIQ -21.1% vs SPY -18.8%.

Should I hold both GPIQ and SPY?

GPIQ and SPY have a monthly-return correlation of 0.92, 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 GPIQ and SPY?

94.6% of GPIQ's money is in holdings SPY also owns. 54.4% of SPY's is in holdings GPIQ also owns. They hold 87 positions in common, counted across the 103 positions we hold weights for in GPIQ and 504 in SPY.

Which pays a higher dividend, GPIQ or SPY?

GPIQ yields 9.94% while SPY yields 0.98%, so GPIQ currently pays the higher dividend yield.

Is SPY better than GPIQ?

SPY has a lower expense ratio. GPIQ led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 46.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.