GPZ vs SPY

GPZ vs SPY

Which is better, GPZ or SPY?

Multi Alternative against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 70.3%.

Lower Fees: SPYHigher Returns: SPYLess 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

MetricGPZSPY
Expense Ratio0.40%0.09%Best
AUM$259M$814.4B
Dividend Yield0.98%1.01%
Holdings21505
YTD Return-11.58%+13.34%Best
1Y Return-12.15%+19.97%Best
3Y Return (annualized)-+21.20%
5Y Return (annualized)-+12.81%
Volatility (annualized)24.4%11.8%Best
Max Drawdown-31.7%-8.9%Best
$10,000 over 1.2 years$9,853$13,029Best
Top 10 Weight70.3%38.0%Best
Fund FamilyVanEckState Street Investment Management
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJun 4, 2025Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 5, 2025 to Sep 4, 2026 (1.2 years).

GPZ 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 1.2 years both funds cover.

GPZ vs SPY Performance

VanEck Alternative Asset Manager ETF (GPZ) is an ETF from VanEck and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year GPZ returned -12.15% while SPY returned +19.97%. Year to date, GPZ is down 11.58% versus a gain of 13.34% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GPZ has been the more volatile fund, with annualized monthly volatility of 24.4% compared with 11.8% 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 -31.7% for GPZ and -8.9% 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 0.42. They move together some of the time, and apart the rest.

Fees and Cost Over Time

GPZ charges 0.40% per year while SPY charges 0.09%. On a $10,000 position that is $40 vs $9 annually, a gap of $31 per year that compounds over a long holding period. On income, GPZ currently yields 0.98% against 1.01% for SPY.

Holdings Overlap

GPZ already in SPY36.5%
SPY already in GPZ0.4%

36.5% of GPZ's money is in holdings SPY also owns. 0.4% of SPY's money is in holdings GPZ also owns.

The two portfolios partly overlap.

4 positions in common, counted across the 20 positions we hold weights for in GPZ and 504 in SPY, against full books of 21 and 505.

What only one of them owns

Our book lists 492 positions for SPY that do not appear in our book for GPZ (99.1% of the fund), and 7 for GPZ that do not appear in SPY (23.3%).

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 GPZWeight in SPYDifference
BXBlackstone Group Inc. Class A12.42%0.15%12.27%
KKRKkr & Co. Inc. Class a10.03%0.11%9.92%
APOAthene (Ath) / Apollo Global Management (Apo)7.14%0.09%7.05%
ARESAres Management Corp A6.88%0.05%6.83%

36.5% of GPZ 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.

GPZSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, GPZ or SPY?

GPZ has an expense ratio of 0.40% while SPY charges 0.09%. SPY is the cheaper option, by $31 a year on a $10,000 investment.

Which performed better, GPZ or SPY?

Over the past year GPZ returned -12.15% vs +19.97% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (1 years), GPZ annualized -1.23% vs +24.67% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GPZ or SPY?

GPZ has been the more volatile fund at 24.4% annualized versus 11.8% for SPY. Worst drawdown: GPZ -31.7% vs SPY -8.9%.

Should I hold both GPZ and SPY?

GPZ and SPY have a monthly-return correlation of 0.42, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between GPZ and SPY?

36.5% of GPZ's money is in holdings SPY also owns. 0.4% of SPY's is in holdings GPZ also owns. They hold 4 positions in common, counted across the 20 positions we hold weights for in GPZ and 504 in SPY.

Which pays a higher dividend, GPZ or SPY?

GPZ yields 0.98% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

Is SPY better than GPZ?

SPY has a lower expense ratio. SPY led over 1Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 70.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.