GEQYX vs. SPY

As of year-to-date, both investments have demonstrated similar returns, with GEQYX at 0.87% and SPY at 0.87%. Over the past 10 years, GEQYX has underperformed SPY with an annualized return of 10.92%, while SPY has yielded a comparatively higher 12.73% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

GEQYX has a 0.12% expense ratio, which is higher than SPY's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Equity Index Fund (GEQYX) 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.

The current GEQYX Sharpe Ratio is 0.58, which is comparable to the SPY Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of GEQYX and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GEQYX's dividend yield for the trailing twelve months is around 3.79%, more than SPY's 1.22% yield.

The maximum GEQYX drawdown since its inception was -55.99%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for GEQYX and SPY.

GuideStone Funds Equity Index Fund (GEQYX) and SPDR S&P 500 ETF (SPY) have volatilities of 4.83% and 4.86%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.