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GPT vs SPY

Comparison between INTELLIGENT ALPHA ATLAS ETF (GPT, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

GPT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GPT
$23M
Winner
SPY
$735B
Expense Ratio
GPT
0.69%
Winner
SPY
0.09%
Max Drawdown
Winner
GPT
25.73%
SPY
56.47%
Sharpe Ratio
GPT
1.26
Winner
SPY
1.62
5Y Beta
Winner
GPT
1.00
SPY
1.00
P/E Ratio
Winner
GPT
23.47
SPY
28.99
Forward P/E
Winner
GPT
16.01
SPY
22.37
PEG Ratio
GPT
0.31
SPY
N/A
5Y Dividends CAGR
GPT
N/A
SPY
5.43%
5Y EPS CAGR
GPT
18.82%
Winner
SPY
26.05%
Debt to Equity
GPT
N/A
SPY
32.40%
P/S Ratio
Winner
GPT
0.02
SPY
3.74
P/B Ratio
Winner
GPT
2.89
SPY
5.61

GPT vs SPY - Holdings Comparison

GPT and SPY have 40 common holdings. Overlap is 12.07%

GPT's top 25 holdings weight is 55.11%. SPY's top 25 holdings weight is 52.37%.

RankGPTSPY
#1
QUANTA SERVICES INC (PWR) - 4.80%
NVIDIA CORP (NVDA) - 8.10%
#2
VERTIV HOLDINGS CO CLASS A (VRT) - 4.67%
APPLE INC (AAPL) - 7.02%
#3
EATON CORP PLC (ETN) - 3.58%
MICROSOFT CORP (MSFT) - 4.79%
#4
SOFTBANK GROUP CORP ADR (SFTBY) - 2.78%
AMAZON.COM INC (AMZN) - 4.02%
#5
ELI LILLY AND CO (LLY) - 2.41%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
KB FINANCIAL GROUP INC ADR (KB) - 2.40%
BROADCOM INC (AVGO) - 3.10%
#7
HUBBELL INC (HUBB) - 2.38%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
JPMORGAN CHASE & CO (JPM) - 2.36%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
HONDA MOTOR CO LTD ADR (HMC) - 2.21%
TESLA INC (TSLA) - 1.89%
#10
CONSTELLATION ENERGY CORP (CEG) - 2.16%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
VISA INC CLASS A (V) - 2.05%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
CANON INC ADR (CAJPY) - 2.05%
ELI LILLY AND CO (LLY) - 1.31%
#13
ITAU UNIBANCO HOLDING SA ADR (ITUB) - 1.91%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
VERTEX PHARMACEUTICALS INC (VRTX) - 1.90%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
BLACKROCK INC (BLK) - 1.83%
EXXON MOBIL CORP (XOM) - 0.97%
#16
n/a (SQM) - 1.80%
INTEL CORP (INTC) - 0.90%
#17
n/a (ASR) - 1.78%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
n/a (PAC) - 1.62%
VISA INC CLASS A (V) - 0.85%
#19
TC ENERGY CORP (TRP) - 1.59%
WALMART INC (WMT) - 0.81%
#20
SOUTHERN COPPER CORP (SCCO) - 1.52%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
VALE SA ADR (VALE) - 1.51%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
EQT CORP (EQT) - 1.51%
CATERPILLAR INC (CAT) - 0.66%
#23
VISTRA CORP (VST) - 1.46%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
MIZUHO FINANCIAL GROUP INC ADR (MFG) - 1.45%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 1.38%
ABBVIE INC (ABBV) - 0.58%
Total Holdings88505

GPT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
GPT
-1.37%
Winner
SPY
+1.90%
3M
GPT
+6.19%
Winner
SPY
+8.55%
6M
Winner
GPT
+8.82%
SPY
+8.18%
1Y
Winner
GPT
+27.46%
SPY
+25.79%
5Y(CAGR)
GPT
N/A
SPY
+13.32%
10Y(CAGR)
GPT
N/A
SPY
+15.19%
Max(CAGR)
Winner
GPT
+17.86%
SPY
+8.47%

GPT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGPTSPY
2026+7.70%+8.26%
2025+23.87%+18.00%
2024-3.42%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

GPT vs SPY Drawdown Comparison

The maximum drawdown for GPT was -25.59%, occurring on Apr 8, 2025. Recovery took 185 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current GPT drawdown is -3.24%. The current SPY drawdown is -2.90%.

RankGPTSPY
#1-25.59%
Oct 4, 2024 - Jul 3, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-8.97%
Feb 25, 2026 - Apr 14, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-6.16%
Jan 28, 2026 - Feb 9, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.06%
Nov 3, 2025 - Jan 6, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.77%
May 6, 2026 - May 19, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.87%
Oct 8, 2025 - Oct 27, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.71%
Feb 11, 2026 - Feb 24, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.69%
Apr 17, 2026 - Apr 30, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.39%
Jul 3, 2025 - Jul 23, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.89%
Aug 18, 2025 - Aug 28, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.89%
Jan 12, 2026 - Jan 27, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.88%
Jul 30, 2025 - Aug 6, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.69%
Jan 6, 2026 - Jan 12, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.61%
Aug 28, 2025 - Sep 8, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.50%
Sep 22, 2025 - Oct 1, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between GPT and SPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (1999 - 2026)

GPT vs SPY dividend yield comparison.

YearGPTSPY
20260.00%0.24%
20250.75%1.07%
20240.19%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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