Compare · 2 funds side by side · dividends reinvested

GFGF and SPY

GFGFGuruFocus×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

GFGF and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.1

Guru Favorite Stocks ETFUnsorted0.66%0.65%+0.3%+5.0%+17.5%[…]−15.2%12.7%$32M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: GFGF 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Guru Favorite Stocks ETF · $32M[…]

GFGF

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 59.3% in common

GFGFMeasureSPY

+0.3%Year to dateJan 1 → Nov 5+8.3%

+5.0%1 yearTotal return+9.7%

+17.5%3 years · per year$10,000 became $16,228 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.66%Expense ratio$66 · $9 a year on $10k · lower is better0.09%

0.65%Trailing 12-mo yield$65 · $103 a year on $10k1.03%

−15.2%Worst dropSmaller is better−8.9%

12.7%VolatilityLower is calmer13.6%

GFGFSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6SPY wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GFGF vs SPY: Top 5 Holdings

Today

GFGF

38.2%in top 5

SPY

in top 527.7%

GFGFStockSPY

11.9%NVDA7.3%

11.6%AAPL7.7%

5.0%MSFT6.2%

5.0%AMZN3.9%

4.7%GOOGL2.6%

Held in common59.3%

End-of-day Nov 5, 2026 · share of each fund

GFGF vs SPY Returns, Every Period

GuruFocusGFGF

+5.0%

past year

SPYSPDR

+9.7%

past year

GFGFSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: GFGF vs SPY

YTD

GuruFocusGFGF

+0.3%

SPYSPDR

+8.3%

+0.3%Year to date+8.3%

−15.2%Worst drop · 1Y−8.9%

12.7%Volatility · 1Y13.6%

0.6%Yield1.0%

$31.5MAssets$805B

3–1SPY wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GFGF, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

GFGF0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: GFGF, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

GFGF0.65%$65

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

GFGF$65 − $66 = −$1

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: GFGF, SPY

Today

59.3%most shared, GFGF and SPY

GFGFSPY

GFGF—59.3%

SPY59.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

GFGFWorst drop−15.2%12.7% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYGFGF

+8.3%Year to date+0.3%

1.0%Yield0.6%

+9.7%Past year+5.0%

0.09%Fee0.66%

4–0SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026