GICIX vs. SPY
Compare and contrast key facts about Goldman Sachs International Small Cap Insights Fund (GICIX) and SPDR S&P 500 ETF (SPY).
GICIX is managed by Goldman Sachs. It was launched on Sep 27, 2007. 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: GICIX or SPY.
Correlation
The correlation between GICIX and SPY is 0.74, 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
GICIX vs. SPY - Performance Comparison
Key characteristics
GICIX:
0.78
SPY:
0.50
GICIX:
1.18
SPY:
0.88
GICIX:
1.16
SPY:
1.13
GICIX:
1.07
SPY:
0.56
GICIX:
2.79
SPY:
2.17
GICIX:
4.83%
SPY:
4.85%
GICIX:
16.52%
SPY:
20.02%
GICIX:
-61.70%
SPY:
-55.19%
GICIX:
-0.50%
SPY:
-7.65%
Returns By Period
In the year-to-date period, GICIX achieves a 14.36% return, which is significantly higher than SPY's -3.42% return. Over the past 10 years, GICIX has underperformed SPY with an annualized return of 5.51%, while SPY has yielded a comparatively higher 12.35% annualized return.
GICIX
14.36%
11.80%
10.97%
12.76%
11.47%
5.51%
SPY
-3.42%
2.87%
-5.06%
9.87%
15.76%
12.35%
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GICIX vs. SPY - Expense Ratio Comparison
GICIX has a 0.87% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
GICIX vs. SPY — Risk-Adjusted Performance Rank
GICIX
SPY
GICIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Goldman Sachs International Small Cap Insights Fund (GICIX) 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
GICIX vs. SPY - Dividend Comparison
GICIX's dividend yield for the trailing twelve months is around 4.17%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GICIX Goldman Sachs International Small Cap Insights Fund | 4.17% | 4.77% | 3.04% | 3.10% | 3.39% | 1.87% | 3.47% | 1.69% | 1.77% | 2.79% | 1.68% | 2.10% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
GICIX vs. SPY - Drawdown Comparison
The maximum GICIX drawdown since its inception was -61.70%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for GICIX and SPY. For additional features, visit the drawdowns tool.
Volatility
GICIX vs. SPY - Volatility Comparison
The current volatility for Goldman Sachs International Small Cap Insights Fund (GICIX) is 3.36%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.48%. This indicates that GICIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.