GPIQ vs SPY

GPIQ vs SPY
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Quick Verdict

SPY has a lower expense ratio. GPIQ delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: GPIQMore Diversified: SPY

Side-by-Side Comparison

MetricGPIQSPYWinner
Expense Ratio0.29%0.09%
AUM$5.5B$821.1B
Dividend Yield9.90%1.01%
Holdings109505
YTD Return+15.16%+12.68%
1Y Return+25.78%+21.82%
3Y Return (annualized)-+21.98%
5Y Return (annualized)-+12.89%
Volatility (annualized)14.3%15.3%
Max Drawdown-21.1%-56.5%
Fund FamilyGoldman Sachs Asset ManagementState Street Investment Management
CategoryEquityEquity
InceptionOct 24, 2023Jan 22, 1993

GPIQ vs SPY Performance

Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) is a ETF from Goldman Sachs Asset Management and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year GPIQ returned +25.78% while SPY returned +21.82%. Year to date, GPIQ is up 15.16% versus a gain of 12.68% for SPY.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.3% for GPIQ. 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 -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 0.92. 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 9.90% against 1.01% for SPY.

Holdings Overlap

52.7%overlap

GPIQ and SPY share 87 holdings out of 520 unique holdings combined, representing a 52.7% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in GPIQWeight in SPYDifference
NVDA7.56%7.71%0.15%
AAPL7.37%6.83%0.54%
MSFT4.26%5.50%1.24%
AMZNProProPro
GOOGLProProPro
MUProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
AMDProProPro
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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. On a $10,000 investment, that is $20 per year of difference.

Which performed better, GPIQ or SPY?

Over the past year GPIQ returned +25.78% vs +21.82% for SPY, so GPIQ leads on 1-year performance. Over the longest common window we track (3 years), GPIQ annualized +26.89% vs +8.81% for SPY. Past performance does not guarantee future results.

Which is riskier, GPIQ or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 14.3% for GPIQ. Worst drawdown: GPIQ -21.1% vs SPY -56.5%.

Should I hold both GPIQ and SPY?

GPIQ and SPY have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between GPIQ and SPY?

GPIQ and SPY share 87 common holdings with a 52.7% weight overlap. Combined, they hold 520 unique securities.

Which pays a higher dividend, GPIQ or SPY?

GPIQ yields 9.90% while SPY yields 1.01%, so GPIQ currently pays the higher dividend yield.

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