GTPE vs SPY

GTPE vs SPY

Which is better, GTPE or SPY?

GTPE has been ahead.

SPY has a lower expense ratio. GTPE led over 1Y. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 51.1%.

Lower Fees: SPYHigher Returns (1Y): GTPELess 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

MetricGTPESPY
Expense Ratio0.50%0.09%Best
AUM$31M$804.7B
Dividend Yield0.00%0.98%
Holdings1,566505
YTD Return+15.09%Best+11.45%
1Y Return+18.78%Best+15.87%
3Y Return (annualized)-+20.93%
5Y Return (annualized)-+12.59%
Top 10 Weight51.1%37.8%Best
Fund FamilyGoldman Sachs Asset ManagementState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 21, 2025Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

GTPE 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

GTPE vs SPY Performance

Goldman Sachs MSCI World Private Equity Return Tracker ETF (GTPE) 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 GTPE returned +18.78% while SPY returned +15.87%. Year to date, GTPE is up 15.09% versus a gain of 11.45% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

GTPE charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, GTPE currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

GTPE already in SPY74.2%
SPY already in GTPE44.5%

74.2% of GTPE's money is in holdings SPY also owns. 44.5% of SPY's money is in holdings GTPE also owns.

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

The two holdings books were reported 63 days apart, GTPE as of Jun 30, 2026 and SPY as of Sep 1, 2026, so some of the difference between them is the time between the two reports rather than the funds.

122 positions in common, counted across the 899 positions we hold weights for in GTPE and 504 in SPY, against full books of 1,566 and 505.

What only one of them owns

Our book lists 376 positions for SPY that do not appear in our book for GTPE (55.0% of the fund), and 294 for GTPE that do not appear in SPY (12.1%).

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 GTPEWeight in SPYDifference
JPMJpmorgan Chase33.84%1.45%32.39%
NVDANvidia Corp0.48%8.01%7.53%
AAPLApple, Inc0.39%7.26%6.87%
MSFTMicrosoft Corp1.55%5.66%4.11%
AVGOBroadcom Inc1.84%2.66%0.82%
AMDAdvanced Micro Devices Inc2.88%1.14%1.74%
LLYEli Lilly & Co.1.94%1.40%0.54%
AMATApplied Materials, Inc.2.13%0.53%1.60%
PLTRPalantir Technologies Inc1.72%0.63%1.09%
GEVGE Vernova Inc. CDR (CAD Hedged)1.91%0.37%1.54%

74.2% of GTPE 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.

GTPESPY

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Frequently Asked Questions

Which is cheaper, GTPE or SPY?

GTPE has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option, by $41 a year on a $10,000 investment.

Which performed better, GTPE or SPY?

Over the past year GTPE returned +18.78% vs +15.87% for SPY, so GTPE leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between GTPE and SPY?

74.2% of GTPE's money is in holdings SPY also owns. 44.5% of SPY's is in holdings GTPE also owns. They hold 122 positions in common, counted across the 899 positions we hold weights for in GTPE and 504 in SPY.

Which pays a higher dividend, GTPE or SPY?

GTPE yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than GTPE?

SPY has a lower expense ratio. GTPE led over 1Y. SPY is less concentrated, with 37.8% of the fund in its ten largest positions against 51.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.