GSPKX Alternatives & Similar Mutual Funds

Goldman Sachs U.S. Equity Dividend and Premium Fund (GSPKX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GSPKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to GSPKX

GSPKX charges 0.71% annually. There are 210 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	GSPKX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	GSPKX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	GSPKX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	GSPKX vs FLCPX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	0.02%	—	Aug 2015	GSPKX vs BKTSX

Best Risk-Adjusted Alternatives to GSPKX

GSPKX has a PortfoliosLab risk / return rank of 80. There are 33 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	95	—	Mar 2021	GSPKX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	17.20B	Dec 2004	GSPKX vs VPCCX
POGSX	Pin Oak Equity	92	—	Aug 1992	GSPKX vs POGSX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	91	92.00B	Nov 2001	GSPKX vs VPMAX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	90	—	Feb 2004	GSPKX vs GTLOX

Top Performing GSPKX Alternatives (YTD)

GSPKX is at 11.70% YTD. There are 118 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	28.68%	17.20B	Dec 2004	GSPKX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	27.40%	—	Nov 2004	GSPKX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	26.40%	—	Jan 1995	GSPKX vs IGIAX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.12%	92.00B	Nov 2001	GSPKX vs VPMAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	24.23%	—	Dec 2015	GSPKX vs RESGX

Lowest Volatility Alternatives to GSPKX

GSPKX has 10.26% 1-year volatility. There are 30 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	GSPKX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	GSPKX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.26%	—	Jul 2012	GSPKX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.28%	—	Jul 2012	GSPKX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.70%	—	Aug 2018	GSPKX vs JEPIX

Lowest Drawdown Alternatives to GSPKX

GSPKX has a 1-year max drawdown of -7.83%. There are 33 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	GSPKX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	GSPKX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	GSPKX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	GSPKX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	GSPKX vs QUERX

Other Mutual Funds from Goldman Sachs

The 10 most viewed Goldman Sachs mutual funds shown here include GSIMX, GSINX, GCIIX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GSIMX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	21	5.47%	—	Dec 2016	GSPKX vs GSIMX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	21	5.41%	—	Dec 2016	GSPKX vs GSINX
GCIIX	Goldman Sachs International Equity Insights Fund	Foreign Large Cap Equities	58	12.93%	—	Aug 1997	GSPKX vs GCIIX
GICIX	Goldman Sachs International Small Cap Insights Fun...	Foreign Small & Mid Cap Equities	52	12.18%	—	Sep 2007	GSPKX vs GICIX
GSBFX	Goldman Sachs Income Builder Fund	Diversified Portfolio	79	6.50%	—	Oct 1994	GSPKX vs GSBFX
GCGIX	Goldman Sachs Large Cap Growth Insights Fund	Large Cap Growth Equities	13	1.69%	—	May 1997	GSPKX vs GCGIX
GSIFX	Goldman Sachs International Equity ESG Fund Class ...	Foreign Large Cap Equities, ESG	16	7.14%	—	Dec 1992	GSPKX vs GSIFX
GGSIX	Goldman Sachs Growth Strategy Portfolio	Global Allocation	65	9.94%	—	Jan 1998	GSPKX vs GGSIX
GSRAX	Goldman Sachs Rising Dividend Growth Fund	Large Cap Blend Equities, Dividend	33	12.13%	—	Mar 2004	GSPKX vs GSRAX
GSSRX	Goldman Sachs Short Duration Bond Fund	Short-Term Bond	78	0.90%	—	Feb 2012	GSPKX vs GSSRX

Often Compared With GSPKX

Investors most often compare GSPKX with ALBAX, MRGAX, AHIFX. These 20 comparison targets span 18 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ALBAX	Alger Growth & Income Fund	Large Cap Blend Equities	85	13.58%	—	Dec 1996	GSPKX vs ALBAX
MRGAX	MFS Core Equity Fund	Large Cap Blend Equities	31	8.75%	—	Jan 1996	GSPKX vs MRGAX
AHIFX	American Funds American High-Inc F2	High Yield Bonds	79	2.17%	—	Aug 2008	GSPKX vs AHIFX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	86	20.66%	98.55B	Oct 2011	GSPKX vs SCHD
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	39	8.07%	—	Jul 1952	GSPKX vs AWSHX
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	65	8.49%	40.37B	May 2022	GSPKX vs JEPQ
GLDM	SPDR Gold MiniShares Trust	Gold, Precious Metals	23	-7.26%	27.70B	Jun 2018	GSPKX vs GLDM
UPRO	ProShares UltraPro S&P 500	Leveraged Equities, S&P 500	52	23.85%	5.47B	Jun 2009	GSPKX vs UPRO
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	86	12.23%	42.05B	Jun 2014	GSPKX vs DGRO
GIMMX	Goldman Sachs Multi-Manager Alternatives Fund	Multistrategy	63	6.19%	—	Apr 2013	GSPKX vs GIMMX
GUIRX	Goldman Sachs Dynamic Municipal Income Fund Invest...	Municipal Bonds	81	2.08%	—	Jul 2010	GSPKX vs GUIRX
GGINX	Goldman Sachs Global Infrastructure Fund	Energy Equities	48	11.25%	—	Jun 2016	GSPKX vs GGINX
GLPIX	Goldman Sachs MLP Energy Infrastructure Fund	Energy Equities	62	18.82%	—	Mar 2013	GSPKX vs GLPIX
GERIX	Goldman Sachs Emerging Markets Equity Insights Fun...	Emerging Markets Diversified	78	24.98%	—	Oct 2007	GSPKX vs GERIX
GAPIX	Goldman Sachs Dynamic Global Equity Fund	Global Equities	63	12.10%	—	Jan 1998	GSPKX vs GAPIX
GLEIX	Goldman Sachs Energy Infrastructure Fund	Energy Equities	75	24.97%	—	Sep 2017	GSPKX vs GLEIX
GSIKX	Goldman Sachs International Equity Income Fund	Foreign Large Cap Equities	62	12.76%	—	Jun 2007	GSPKX vs GSIKX
GPPIX	Goldman Sachs Short-Term Conservative Income Fund	Ultrashort Bond	99	1.90%	—	Feb 2014	GSPKX vs GPPIX
GGOIX	Goldman Sachs Mid Cap Growth Fund	Mid Cap Growth Equities	14	13.63%	—	May 1999	GSPKX vs GGOIX
GIDGX	Goldman Sachs Enhanced Dividend Global Equity Port...	Global Equities	83	12.36%	—	Apr 2008	GSPKX vs GIDGX

Compare GSPKX with Any Fund or Stock

Compare GSPKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair GSPKX with funds that move differently

Goldman Sachs U.S. Equity Dividend and Premium Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GSPKX.

Explore GSPKX Diversifiers

Goldman Sachs U.S. Equity Dividend and Premium Fund (GSPKX) Alternatives