GXPD vs SPY

GXPD vs SPY

Which is better, GXPD or SPY?

SPY has been ahead.

SPY has a lower expense ratio. SPY led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 78.4%.

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

MetricGXPDSPY
Expense Ratio0.15%0.09%Best
AUM$54M$804.7B
Dividend Yield0.34%0.98%
Holdings51505
YTD Return-3.20%+11.52%Best
1Y Return-1.49%+17.48%Best
3Y Return (annualized)-+20.62%
5Y Return (annualized)-+12.73%
Volatility (annualized)16.1%12.5%Best
Max Drawdown-16.6%-8.9%Best
$10,000 over 1.1 years$10,102$12,015Best
Top 10 Weight78.4%38.0%Best
Fund FamilyGlobal X by mirae AssetState Street Investment Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionJul 22, 2025Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jul 23, 2025 to Sep 10, 2026 (1.1 years).

GXPD 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 1.1 years both funds cover.

GXPD vs SPY Performance

Global X PureCap MSCI Consumer Discretionary ETF (GXPD) is an ETF from Global X by mirae Asset and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year GXPD returned -1.49% while SPY returned +17.48%. Year to date, GXPD is down 3.20% versus a gain of 11.52% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GXPD has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 12.5% 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 -16.6% for GXPD 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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GXPD charges 0.15% per year while SPY charges 0.09%. On a $10,000 position that is $15 vs $9 annually, a gap of $6 per year that compounds over a long holding period. On income, GXPD currently yields 0.34% against 0.98% for SPY.

Holdings Overlap

GXPD already in SPY97.2%
SPY already in GXPD9.2%

97.2% of GXPD's money is in holdings SPY also owns. 9.2% of SPY's money is in holdings GXPD also owns.

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

39 positions in common, counted across the 46 positions we hold weights for in GXPD and 504 in SPY, against full books of 51 and 505.

What only one of them owns

Our book lists 455 positions for SPY that do not appear in our book for GXPD (90.3% of the fund), and 6 for GXPD that do not appear in SPY (2.5%).

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 GXPDWeight in SPYDifference
AMZNAmazon.Com Inc41.24%4.08%37.16%
TSLATesla Inc17.02%1.38%15.64%
HDHome Depot Inc/The5.33%0.52%4.81%
MCDMcdonald'S Corp3.08%0.29%2.79%
BKNGBooking Holdings, Inc.2.55%0.23%2.32%
TJXTjx Cos., Inc.2.46%0.26%2.20%
SBUXStarbucks Corp2.01%0.18%1.83%
LOWLowes Cos., Inc.1.86%0.18%1.68%
DASHDoordash Inc1.39%0.12%1.27%
GMGeneral Motors Co.1.29%0.12%1.17%

97.2% of GXPD 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.

GXPDSPY

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Frequently Asked Questions

Which is cheaper, GXPD or SPY?

GXPD has an expense ratio of 0.15% while SPY charges 0.09%. SPY is the cheaper option, by $6 a year on a $10,000 investment.

Which performed better, GXPD or SPY?

Over the past year GXPD returned -1.49% vs +17.48% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (1 years), GXPD annualized +0.93% vs +18.16% for SPY. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GXPD or SPY?

GXPD has been the more volatile fund at 16.1% annualized versus 12.5% for SPY. Worst drawdown: GXPD -16.6% vs SPY -8.9%.

Should I hold both GXPD and SPY?

GXPD and SPY have a monthly-return correlation of 0.91, 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 GXPD and SPY?

97.2% of GXPD's money is in holdings SPY also owns. 9.2% of SPY's is in holdings GXPD also owns. They hold 39 positions in common, counted across the 46 positions we hold weights for in GXPD and 504 in SPY.

Which pays a higher dividend, GXPD or SPY?

GXPD yields 0.34% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than GXPD?

SPY has a lower expense ratio. SPY led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 78.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.