GTEK vs SPY

Quick Verdict

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

Lower Fees: SPYHigher Returns: GTEKMore Diversified: SPY

Side-by-Side Comparison

MetricGTEKSPYWinner
Expense Ratio0.75%0.09%
AUM$227M$789.1B
Dividend Yield0.00%1.01%
Holdings69505
YTD Return+46.51%+13.68%
1Y Return+66.25%+21.53%
3Y Return (annualized)+33.65%+21.44%
5Y Return (annualized)+8.14%+13.18%
Volatility (annualized)27.6%15.3%
Max Drawdown-53.8%-56.5%
Fund FamilyGoldman Sachs Asset ManagementState Street Investment Management
CategoryEquityEquity
InceptionSep 14, 2021Jan 22, 1993

GTEK vs SPY Performance

Goldman Sachs Future Tech Leaders Equity ETF (GTEK) 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 GTEK returned +66.25% while SPY returned +21.53%. Year to date, GTEK is up 46.51% versus a gain of 13.68% for SPY.

Over three years, GTEK compounded at +33.65% per year against +21.44% for SPY; over five years the annualized figures are +8.14% and +13.18% respectively. Across the full 5-year window we track, SPY has the edge at +8.85% annualized vs +8.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GTEK has been the more volatile fund, with annualized monthly volatility of 27.6% 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 -53.8% for GTEK 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 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

GTEK charges 0.75% per year while SPY charges 0.09%. On a $10,000 position that is $75 vs $9 annually, a gap of $66 per year that compounds over a long holding period. On income, GTEK currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

3.2%overlap

GTEK and SPY share 19 holdings out of 544 unique holdings combined, representing a 3.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GTEKWeight in SPYDifference
MRVL3.32%0.34%2.98%
APH2.39%0.32%2.07%
DELL2.39%0.18%2.21%
CDNSProProPro
EBAYProProPro
AXONProProPro
MSIProProPro
KLACProProPro
TERProProPro
DASHProProPro
FundXLS Pro
See all 10 holdings GTEK 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, GTEK or SPY?

GTEK has an expense ratio of 0.75% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $66 per year of difference.

Which performed better, GTEK or SPY?

Over the past year GTEK returned +66.25% vs +21.53% for SPY, so GTEK leads on 1-year performance. Over the longest common window we track (5 years), GTEK annualized +8.14% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, GTEK or SPY?

GTEK has been the more volatile fund at 27.6% annualized versus 15.3% for SPY. Worst drawdown: GTEK -53.8% vs SPY -56.5%.

Should I hold both GTEK and SPY?

GTEK and SPY have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GTEK and SPY?

GTEK and SPY share 19 common holdings with a 3.2% weight overlap. Combined, they hold 544 unique securities.

Which pays a higher dividend, GTEK or SPY?

GTEK yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

Get Full ETF Analytics

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