GCSIX vs. SPY
Compare and contrast key facts about Goldman Sachs Small Cap Equity Insights Fund (GCSIX) and SPDR S&P 500 ETF (SPY).
GCSIX is managed by Goldman Sachs. It was launched on Aug 15, 1997. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GCSIX or SPY.
Correlation
The correlation between GCSIX and SPY is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
GCSIX vs. SPY - Performance Comparison
Key characteristics
GCSIX:
0.48
SPY:
1.88
GCSIX:
0.78
SPY:
2.52
GCSIX:
1.11
SPY:
1.34
GCSIX:
0.35
SPY:
2.88
GCSIX:
1.78
SPY:
11.98
GCSIX:
6.47%
SPY:
2.02%
GCSIX:
23.88%
SPY:
12.78%
GCSIX:
-66.55%
SPY:
-55.19%
GCSIX:
-23.69%
SPY:
-1.30%
Returns By Period
In the year-to-date period, GCSIX achieves a 4.43% return, which is significantly higher than SPY's 2.69% return. Over the past 10 years, GCSIX has underperformed SPY with an annualized return of 4.47%, while SPY has yielded a comparatively higher 13.37% annualized return.
GCSIX
4.43%
4.43%
0.30%
12.49%
2.44%
4.47%
SPY
2.69%
2.69%
13.66%
24.60%
15.11%
13.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
GCSIX vs. SPY - Expense Ratio Comparison
GCSIX has a 0.84% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
GCSIX vs. SPY — Risk-Adjusted Performance Rank
GCSIX
SPY
GCSIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs Small Cap Equity Insights Fund (GCSIX) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
GCSIX vs. SPY - Dividend Comparison
GCSIX's dividend yield for the trailing twelve months is around 1.14%, less than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GCSIX Goldman Sachs Small Cap Equity Insights Fund | 1.14% | 1.20% | 0.75% | 0.87% | 0.00% | 0.50% | 0.53% | 0.25% | 0.27% | 0.60% | 0.58% | 0.35% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
GCSIX vs. SPY - Drawdown Comparison
The maximum GCSIX drawdown since its inception was -66.55%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for GCSIX and SPY. For additional features, visit the drawdowns tool.
Volatility
GCSIX vs. SPY - Volatility Comparison
Goldman Sachs Small Cap Equity Insights Fund (GCSIX) has a higher volatility of 4.76% compared to SPDR S&P 500 ETF (SPY) at 3.95%. This indicates that GCSIX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.