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 209 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
VITPX	Vanguard Institutional Total Stock Market Index Fu...	0.02%	35.20B	May 2001	GSPKX vs VITPX

Best Risk-Adjusted Alternatives to GSPKX

GSPKX has a PortfoliosLab risk / return rank of 77. 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
VPCCX	Vanguard PRIMECAP Core Fund	96	17.20B	Dec 2004	GSPKX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	95	92.00B	Nov 2001	GSPKX vs VPMAX
POSKX	PrimeCap Odyssey Stock Fund	94	—	Nov 2004	GSPKX vs POSKX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	GSPKX vs GTLOX
IGIAX	Integrity ESG Growth & Income Fund	91	—	Jan 1995	GSPKX vs IGIAX

Top Performing GSPKX Alternatives (YTD)

GSPKX is at 9.85% YTD. There are 135 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	33.95%	17.20B	Dec 2004	GSPKX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	29.80%	92.00B	Nov 2001	GSPKX vs VPMAX
IGIAX	Integrity ESG Growth & Income Fund	27.12%	—	Jan 1995	GSPKX vs IGIAX
FLCKX	Fidelity Leveraged Company Stock Fund Class K	27.04%	—	May 2008	GSPKX vs FLCKX
FLVCX	Fidelity Leveraged Company Stock Fund	26.99%	—	Dec 2000	GSPKX vs FLVCX

Lowest Volatility Alternatives to GSPKX

GSPKX has 10.24% 1-year volatility. There are 28 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.

Symbol	Name	Volatility 1Y	AUM	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.29%	—	Jun 2013	GSPKX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.40%	—	Mar 2021	GSPKX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.39%	—	Jul 2012	GSPKX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.40%	—	Jul 2012	GSPKX vs AUEIX
FSUVX	Fidelity SAI U.S. Low Volatility Index Fund	8.59%	—	May 2015	GSPKX vs FSUVX

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 -1.33%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-1.33%	—	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	16	3.65%	—	Dec 2016	GSPKX vs GSIMX
GSINX	Goldman Sachs GQG Partners International Opportuni...	Foreign Large Cap Equities	16	3.57%	—	Dec 2016	GSPKX vs GSINX
GCIIX	Goldman Sachs International Equity Insights Fund	Foreign Large Cap Equities	61	14.14%	—	Aug 1997	GSPKX vs GCIIX
GICIX	Goldman Sachs International Small Cap Insights Fun...	Foreign Small & Mid Cap Equities	64	14.59%	—	Sep 2007	GSPKX vs GICIX
GSBFX	Goldman Sachs Income Builder Fund	Diversified Portfolio	77	5.76%	—	Oct 1994	GSPKX vs GSBFX
GCGIX	Goldman Sachs Large Cap Growth Insights Fund	Large Cap Growth Equities	15	0.41%	—	May 1997	GSPKX vs GCGIX
GSIFX	Goldman Sachs International Equity ESG Fund Class ...	Foreign Large Cap Equities, ESG	18	7.73%	—	Dec 1992	GSPKX vs GSIFX
GGSIX	Goldman Sachs Growth Strategy Portfolio	Global Allocation	68	10.03%	—	Jan 1998	GSPKX vs GGSIX
GSRAX	Goldman Sachs Rising Dividend Growth Fund	Large Cap Blend Equities, Dividend	43	11.89%	—	Mar 2004	GSPKX vs GSRAX
GSSRX	Goldman Sachs Short Duration Bond Fund	Short-Term Bond	70	0.62%	—	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	86	12.60%	—	Dec 1996	GSPKX vs ALBAX
MRGAX	MFS Core Equity Fund	Large Cap Blend Equities	31	6.15%	—	Jan 1996	GSPKX vs MRGAX
AHIFX	American Funds American High-Inc F2	High Yield Bonds	76	1.79%	—	Aug 2008	GSPKX vs AHIFX
JEPIX	JPMorgan Equity Premium Income Fund Class I	Derivative Income, Large Cap Blend Equities	15	0.90%	—	Aug 2018	GSPKX vs JEPIX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	77	17.72%	99.95B	Oct 2011	GSPKX vs SCHD
AWSHX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	38	5.48%	—	Jul 1952	GSPKX vs AWSHX
GLDM	SPDR Gold MiniShares Trust	Gold, Precious Metals	22	-4.72%	28.75B	Jun 2018	GSPKX vs GLDM
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	63	7.85%	40.03B	May 2022	GSPKX vs JEPQ
UPRO	ProShares UltraPro S&P 500	Leveraged Equities, S&P 500	49	17.21%	5.36B	Jun 2009	GSPKX vs UPRO
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	75	9.19%	41.89B	Jun 2014	GSPKX vs DGRO
GIMMX	Goldman Sachs Multi-Manager Alternatives Fund	Multistrategy	68	6.65%	—	Apr 2013	GSPKX vs GIMMX
GUIRX	Goldman Sachs Dynamic Municipal Income Fund Invest...	Municipal Bonds	74	1.83%	—	Jul 2010	GSPKX vs GUIRX
GERIX	Goldman Sachs Emerging Markets Equity Insights Fun...	Emerging Markets Diversified	89	33.84%	—	Oct 2007	GSPKX vs GERIX
GAPIX	Goldman Sachs Dynamic Global Equity Fund	Global Equities	67	12.19%	—	Jan 1998	GSPKX vs GAPIX
GGINX	Goldman Sachs Global Infrastructure Fund	Energy Equities	40	11.11%	—	Jun 2016	GSPKX vs GGINX
GLPIX	Goldman Sachs MLP Energy Infrastructure Fund	Energy Equities	31	15.43%	—	Mar 2013	GSPKX vs GLPIX
GSIKX	Goldman Sachs International Equity Income Fund	Foreign Large Cap Equities	57	12.53%	—	Jun 2007	GSPKX vs GSIKX
GGOIX	Goldman Sachs Mid Cap Growth Fund	Mid Cap Growth Equities	14	13.58%	—	May 1999	GSPKX vs GGOIX
GLEIX	Goldman Sachs Energy Infrastructure Fund	Energy Equities	46	22.15%	—	Sep 2017	GSPKX vs GLEIX
GPPIX	Goldman Sachs Short-Term Conservative Income Fund	Ultrashort Bond	99	1.56%	—	Feb 2014	GSPKX vs GPPIX

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