GDIV vs SPY

Quick Verdict

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

Lower Fees: SPYHigher Returns: GDIVMore Diversified: SPY

Side-by-Side Comparison

MetricGDIVSPYWinner
Expense Ratio0.50%0.09%
AUM$236M$789.1B
Dividend Yield1.14%1.01%
Holdings50505
YTD Return+14.45%+13.79%
1Y Return+24.68%+23.66%
3Y Return (annualized)+16.22%+21.40%
5Y Return (annualized)-+13.37%
Volatility (annualized)14.2%15.3%
Max Drawdown-18.9%-56.5%
Fund FamilyHarbor FundsState Street Investment Management
CategoryEquityEquity
InceptionApr 29, 2010Jan 22, 1993

GDIV vs SPY Performance

Harbor Dividend Growth Leaders ETF (GDIV) is a ETF from Harbor Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year GDIV returned +24.68% while SPY returned +23.66%. Year to date, GDIV is up 14.45% versus a gain of 13.79% for SPY.

Over three years, GDIV compounded at +16.22% per year against +21.40% for SPY. Across the full 4-year window we track, GDIV has the edge at +12.95% annualized vs +8.85%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.2% for GDIV. 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 -18.9% for GDIV 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

GDIV 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, GDIV currently yields 1.14% against 1.01% for SPY.

Holdings Overlap

23.3%overlap

GDIV and SPY share 38 holdings out of 516 unique holdings combined, representing a 23.3% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GDIVWeight in SPYDifference
AAPL5.58%7.09%1.51%
NVDA3.08%7.31%4.23%
MSFT2.32%4.43%2.11%
LLYProProPro
AVGOProProPro
JNJProProPro
BACProProPro
WMBProProPro
KOProProPro
WMTProProPro
See all 10 holdings GDIV shares with SPY
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, GDIV or SPY?

GDIV has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, GDIV or SPY?

Over the past year GDIV returned +24.68% vs +23.66% for SPY, so GDIV leads on 1-year performance. Over the longest common window we track (4 years), GDIV annualized +12.95% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, GDIV or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 14.2% for GDIV. Worst drawdown: GDIV -18.9% vs SPY -56.5%.

Should I hold both GDIV and SPY?

GDIV 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 GDIV and SPY?

GDIV and SPY share 38 common holdings with a 23.3% weight overlap. Combined, they hold 516 unique securities.

Which pays a higher dividend, GDIV or SPY?

GDIV yields 1.14% while SPY yields 1.01%, so GDIV currently pays the higher dividend yield.

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