GTEYX vs. SPYI

The year-to-date returns for both stocks are quite close, with GTEYX having a -1.70% return and SPYI slightly lower at -1.75%.

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GTEYX has a 0.70% expense ratio, which is higher than SPYI's 0.68% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Gateway Fund Class Y Shares (GTEYX) and NEOS S&P 500 High Income ETF (SPYI). 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 GTEYX Sharpe Ratio is 0.65, which is comparable to the SPYI Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of GTEYX and SPYI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GTEYX's dividend yield for the trailing twelve months is around 0.62%, less than SPYI's 12.81% yield.

The maximum GTEYX drawdown since its inception was -27.76%, which is greater than SPYI's maximum drawdown of -16.47%. Use the drawdown chart below to compare losses from any high point for GTEYX and SPYI. For additional features, visit the drawdowns tool.

The current volatility for Gateway Fund Class Y Shares (GTEYX) is 3.93%, while NEOS S&P 500 High Income ETF (SPYI) has a volatility of 6.51%. This indicates that GTEYX experiences smaller price fluctuations and is considered to be less risky than SPYI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.