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 203 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 | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | GSPKX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | GSPKX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | GSPKX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | GSPKX vs FLCPX | |
| CIT: BlackRock Equity Index Fund Class 1 | 0.02% | — | Jul 2017 | GSPKX vs WBREOX |
Best Risk-Adjusted Alternatives to GSPKX
GSPKX has a PortfoliosLab risk / return rank of 78. There are 40 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 96 | — | Mar 2021 | GSPKX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 18.10B | Dec 2004 | GSPKX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 93 | — | Feb 2004 | GSPKX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | GSPKX vs FTZIX | |
| Rock Oak Core Growth Fund | 91 | — | Dec 2004 | GSPKX vs RCKSX |
Top Performing GSPKX Alternatives (YTD)
GSPKX is at 11.03% YTD. There are 111 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.41% | 18.10B | Dec 2004 | GSPKX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 23.90% | — | Dec 2018 | GSPKX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.34% | — | Nov 2004 | GSPKX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.17% | — | Dec 2015 | GSPKX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.69% | — | Jan 1995 | GSPKX vs IGIAX |
Lowest Volatility Alternatives to GSPKX
GSPKX has 10.55% 1-year volatility. There are 32 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.21% | — | Mar 2021 | GSPKX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | GSPKX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.22% | — | Jul 2012 | GSPKX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.83% | — | Aug 2018 | GSPKX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.32% | — | Feb 2012 | GSPKX vs SILVX |
Lowest Drawdown Alternatives to GSPKX
GSPKX has a 1-year max drawdown of -7.83%. There are 29 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | GSPKX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | GSPKX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | GSPKX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | GSPKX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | GSPKX vs AMFEX |
Other Mutual Funds from Goldman Sachs
The 10 most viewed Goldman Sachs mutual funds shown here include GSIMX, GSINX, GCIIX and span 9 categories.
Often Compared With GSPKX
Investors most often compare GSPKX with ALBAX, MRGAX, AHIFX. These 20 comparison targets span 19 categories, based on PortfoliosLab usage data.
Compare GSPKX with Any Fund or Stock
Compare GSPKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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