GVLU vs. GSPY
Compare and contrast key facts about Gotham 1000 Value ETF (GVLU) and Gotham Enhanced 500 ETF (GSPY).
GVLU and GSPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. GVLU is an actively managed fund by Gotham. It was launched on Jun 7, 2022. GSPY is an actively managed fund by Gotham. It was launched on Dec 28, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GVLU or GSPY.
Correlation
The correlation between GVLU and GSPY is 0.77, 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
GVLU vs. GSPY - Performance Comparison
Key characteristics
GVLU:
1.01
GSPY:
1.91
GVLU:
1.47
GSPY:
2.59
GVLU:
1.18
GSPY:
1.35
GVLU:
1.91
GSPY:
2.96
GVLU:
4.22
GSPY:
12.14
GVLU:
3.17%
GSPY:
1.94%
GVLU:
13.29%
GSPY:
12.35%
GVLU:
-17.50%
GSPY:
-23.30%
GVLU:
-4.02%
GSPY:
0.00%
Returns By Period
In the year-to-date period, GVLU achieves a 2.73% return, which is significantly lower than GSPY's 4.49% return.
GVLU
2.73%
-0.38%
4.32%
12.90%
N/A
N/A
GSPY
4.49%
2.04%
10.24%
23.55%
N/A
N/A
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GVLU vs. GSPY - Expense Ratio Comparison
GVLU has a 0.51% expense ratio, which is higher than GSPY's 0.50% expense ratio.
Risk-Adjusted Performance
GVLU vs. GSPY — Risk-Adjusted Performance Rank
GVLU
GSPY
GVLU vs. GSPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Gotham 1000 Value ETF (GVLU) and Gotham Enhanced 500 ETF (GSPY). 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
GVLU vs. GSPY - Dividend Comparison
GVLU's dividend yield for the trailing twelve months is around 2.80%, more than GSPY's 0.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
GVLU Gotham 1000 Value ETF | 2.80% | 2.88% | 1.62% | 0.98% | 0.00% |
GSPY Gotham Enhanced 500 ETF | 0.81% | 0.84% | 1.06% | 1.25% | 0.24% |
Drawdowns
GVLU vs. GSPY - Drawdown Comparison
The maximum GVLU drawdown since its inception was -17.50%, smaller than the maximum GSPY drawdown of -23.30%. Use the drawdown chart below to compare losses from any high point for GVLU and GSPY. For additional features, visit the drawdowns tool.
Volatility
GVLU vs. GSPY - Volatility Comparison
Gotham 1000 Value ETF (GVLU) and Gotham Enhanced 500 ETF (GSPY) have volatilities of 3.06% and 3.06%, 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.