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GVAL vs SPY

Comparison between CAMBRIA GLOBAL VALUE ETF (GVAL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed GVAL, delivering a return of +13.3% compared to +12.6%

GVAL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GVAL
$541M
Winner
SPY
$735B
Expense Ratio
GVAL
0.66%
Winner
SPY
0.09%
Max Drawdown
Winner
GVAL
50.58%
SPY
56.47%
Sharpe Ratio
Winner
GVAL
1.90
SPY
1.62
5Y Beta
Winner
GVAL
0.66
SPY
1.00
P/E Ratio
GVAL
N/A
SPY
28.99
Forward P/E
GVAL
N/A
SPY
22.37
5Y Dividends CAGR
Winner
GVAL
20.07%
SPY
5.43%
5Y EPS CAGR
GVAL
N/A
SPY
26.05%
Debt to Equity
GVAL
N/A
SPY
32.40%
P/S Ratio
GVAL
N/A
SPY
3.74
P/B Ratio
GVAL
N/A
SPY
5.61

GVAL vs SPY - Holdings Comparison

GVAL and SPY have 1 common holdings. Overlap is -0.49%

GVAL's top 25 holdings weight is 39.03%. SPY's top 25 holdings weight is 52.37%.

RankGVALSPY
#1
n/a (n/a) - 5.64%
NVIDIA CORP (NVDA) - 8.10%
#2
MONETA MONEY BANK AS (n/a) - 3.02%
APPLE INC (AAPL) - 7.02%
#3
FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 2.54%
MICROSOFT CORP (MSFT) - 4.79%
#4
KOMERCNI BANKA AS (n/a) - 1.82%
AMAZON.COM INC (AMZN) - 4.02%
#5
KGHM POLSKA MIEDZ SA (n/a) - 1.77%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
MINEROS SA (MNSAF) - 1.73%
BROADCOM INC (AVGO) - 3.10%
#7
CEZ AS (n/a) - 1.70%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
GRUPO DE INVERSIONES SURAMERICANA SA (n/a) - 1.42%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ORLEN SA (n/a) - 1.35%
TESLA INC (TSLA) - 1.89%
#10
VOESTALPINE AG (n/a) - 1.32%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
PHILIP MORRIS CR AS (n/a) - 1.29%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
RAIFFEISEN BANK INTERNATIONAL AG (n/a) - 1.23%
ELI LILLY AND CO (LLY) - 1.31%
#13
UOL GROUP LTD (n/a) - 1.19%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
ECOPETROL SA (n/a) - 1.15%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
ORANGE POLSKA SA (n/a) - 1.13%
EXXON MOBIL CORP (XOM) - 0.97%
#16
GERDAU SA PARTICIPATING PREFERRED (n/a) - 1.12%
INTEL CORP (INTC) - 0.90%
#17
RIO TINTO PLC ORDINARY SHARES (n/a) - 1.12%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
VALE SA (n/a) - 1.12%
VISA INC CLASS A (V) - 0.85%
#19
VENTURE CORP LTD (n/a) - 1.09%
WALMART INC (WMT) - 0.81%
#20
VODAFONE GROUP PLC (n/a) - 1.07%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
INTERCONEXION ELECTRICA SA ESP (n/a) - 1.07%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
CK HUTCHISON HOLDINGS LTD (n/a) - 1.05%
CATERPILLAR INC (CAT) - 0.66%
#23
n/a (n/a) - 1.04%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
ANGLO AMERICAN PLC (n/a) - 1.03%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
BAWAG GROUP AG ORDINARY SHARES (n/a) - 1.02%
ABBVIE INC (ABBV) - 0.58%
Total Holdings125505

GVAL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
GVAL
-0.09%
Winner
SPY
+1.90%
3M
GVAL
+5.99%
Winner
SPY
+8.55%
6M
Winner
GVAL
+13.87%
SPY
+8.18%
1Y
Winner
GVAL
+35.08%
SPY
+25.79%
5Y(CAGR)
GVAL
+12.59%
Winner
SPY
+13.32%
10Y(CAGR)
GVAL
+10.34%
Winner
SPY
+15.19%
Max(CAGR)
GVAL
+6.39%
Winner
SPY
+8.47%

GVAL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearGVALSPY
2026+10.42%+8.26%
2025+57.23%+18.00%
2024+3.68%+25.59%
2023+14.39%+26.72%
2022-8.72%-18.64%
2021+10.00%+30.52%
2020-9.89%+17.28%
2019+15.47%+31.09%
2018-15.91%-5.24%
2017+27.73%+20.78%
2016+18.62%+13.59%
2015-8.38%+1.31%
2014-19.20%+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%

GVAL vs SPY Drawdown Comparison

The maximum drawdown for GVAL was -46.84%, occurring on Mar 18, 2020. Recovery took 1581 trading sessions.

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

The current GVAL drawdown is -3.69%. The current SPY drawdown is -2.90%.

RankGVALSPY
#1-46.84%
Jan 26, 2018 - May 9, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-37.79%
Jun 10, 2014 - Jul 18, 2017		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-15.72%
Mar 5, 2025 - May 13, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-11.50%
Feb 25, 2026 - Apr 14, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.45%
May 20, 2024 - Sep 24, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-9.19%
Oct 7, 2024 - Feb 11, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.19%
Sep 11, 2017 - Jan 2, 2018		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.86%
Apr 9, 2014 - Jun 6, 2014		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.52%
Apr 17, 2026 - Jun 2, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.69%
Jun 2, 2026 - Jun 5, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.14%
Nov 12, 2025 - Dec 2, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.02%
Oct 1, 2025 - Oct 23, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.63%
Jul 25, 2025 - Aug 7, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.50%
Aug 7, 2017 - Aug 25, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.03%
Jun 12, 2025 - Jun 26, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between GVAL and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (1999 - 2026)

GVAL vs SPY dividend yield comparison.

YearGVALSPY
20260.27%0.24%
20252.93%1.07%
20244.75%1.21%
20236.12%1.40%
20225.05%1.65%
20212.97%1.20%
20201.90%1.52%
20192.84%1.75%
20184.65%2.04%
20172.00%1.80%
20162.53%2.03%
20152.11%2.06%
20142.70%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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