GSPY vs SPY

Quick Verdict

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

Lower Fees: SPYHigher Returns: GSPYMore Diversified: SPY

Side-by-Side Comparison

MetricGSPYSPYWinner
Expense Ratio0.50%0.09%
AUM$717M$789.1B
Dividend Yield2.37%1.01%
Holdings503505
YTD Return+14.42%+13.10%
1Y Return+25.39%+22.80%
3Y Return (annualized)+21.08%+20.98%
5Y Return (annualized)+13.47%+13.20%
Volatility (annualized)14.8%15.3%
Max Drawdown-23.3%-56.5%
Fund FamilyGotham FundsState Street Investment Management
CategoryEquityEquity
InceptionDec 30, 2016Jan 22, 1993

GSPY vs SPY Performance

The Gotham Enhanced 500 ETF (GSPY) is a ETF from Gotham Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year GSPY returned +25.39% while SPY returned +22.80%. Year to date, GSPY is up 14.42% versus a gain of 13.10% for SPY.

Over three years, GSPY compounded at +21.08% per year against +20.98% for SPY; over five years the annualized figures are +13.47% and +13.20% respectively. Across the full 6-year window we track, GSPY has the edge at +15.53% annualized vs +8.83%. 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 14.8% for GSPY. 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 -23.3% for GSPY 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 1.00. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GSPY 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, GSPY currently yields 2.37% against 1.01% for SPY.

Holdings Overlap

72.6%overlap

GSPY and SPY share 481 holdings out of 514 unique holdings combined, representing a 72.6% weight overlap.

High overlap means holding both may not provide much additional diversification.

Top Shared Holdings

StockWeight in GSPYWeight in SPYDifference
NVDA7.67%7.31%0.36%
AAPL7.24%7.09%0.15%
MSFT5.93%4.43%1.50%
AMZNProProPro
GOOGProProPro
AVGOProProPro
METAProProPro
MUProProPro
TSLAProProPro
BRK.BProProPro
See all 10 holdings GSPY 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, GSPY or SPY?

GSPY 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, GSPY or SPY?

Over the past year GSPY returned +25.39% vs +22.80% for SPY, so GSPY leads on 1-year performance. Over the longest common window we track (6 years), GSPY annualized +15.53% vs +8.83% for SPY. Past performance does not guarantee future results.

Which is riskier, GSPY or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 14.8% for GSPY. Worst drawdown: GSPY -23.3% vs SPY -56.5%.

Should I hold both GSPY and SPY?

GSPY and SPY have a monthly-return correlation of 1.00, 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 GSPY and SPY?

GSPY and SPY share 481 common holdings with a 72.6% weight overlap. Combined, they hold 514 unique securities.

Which pays a higher dividend, GSPY or SPY?

GSPY yields 2.37% while SPY yields 1.01%, so GSPY currently pays the higher dividend yield.

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