SPGM vs SPY
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SPGM, delivering a return of +13.2% compared to +11.3%
SPGM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPGM
$1.70B
Winner
SPY
$784B
Expense Ratio
SPGM
0.09%
SPY
0.09%
Max Drawdown
Winner
SPGM
33.97%
SPY
56.47%
Sharpe Ratio
Winner
SPGM
1.68
SPY
1.54
5Y Beta
Winner
SPGM
0.91
SPY
1.00
P/E Ratio
Winner
SPGM
27.34
SPY
27.62
Forward P/E
Winner
SPGM
20.03
SPY
21.11
5Y Dividends CAGR
Winner
SPGM
13.19%
SPY
6.00%
5Y EPS CAGR
SPGM
23.07%
Winner
SPY
25.30%
Debt to Equity
SPGM
N/A
SPY
31.11%
P/S Ratio
Winner
SPGM
0.31
SPY
3.49
P/B Ratio
Winner
SPGM
4.77
SPY
5.30
SPGM vs SPY - Holdings Comparison
SPGM and SPY have 298 common holdings. Overlap is 53.39%
SPGM's top 25 holdings weight is 29.28%. SPY's top 25 holdings weight is 51.24%.
| Rank | SPGM | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.15% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | APPLE INC (AAPL) - 3.64% | APPLE INC (AAPL) - 6.81% |
| #3 | MICROSOFT CORP (MSFT) - 2.61% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | AMAZON.COM INC (AMZN) - 1.85% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 1.53% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | ALPHABET INC CLASS C (GOOG) - 1.52% | BROADCOM INC (AVGO) - 2.77% |
| #7 | BROADCOM INC (AVGO) - 1.40% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | n/a (TSM) - 1.38% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.29% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | TESLA INC (TSLA) - 1.06% | TESLA INC (TSLA) - 1.76% |
| #11 | JPMORGAN CHASE & CO (JPM) - 0.90% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | EXXON MOBIL CORP (XOM) - 0.80% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | ELI LILLY AND CO (LLY) - 0.70% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | SAMSUNG ELECTRONICS CO LTD DR (SSNHZ) - 0.66% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.63% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | VISA INC CLASS A (V) - 0.58% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | ASML HOLDING NV (n/a) - 0.56% | VISA INC CLASS A (V) - 0.87% |
| #18 | CHEVRON CORP (CVX) - 0.53% | INTEL CORP (INTC) - 0.85% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.52% | WALMART INC (WMT) - 0.82% |
| #20 | WALMART INC (WMT) - 0.51% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | JOHNSON & JOHNSON (JNJ) - 0.51% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | CHUBB LTD (CB) - 0.50% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | TENCENT HOLDINGS LTD (n/a) - 0.50% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | NESTLE SA (n/a) - 0.50% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | CATERPILLAR INC (CAT) - 0.45% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 2333 | 505 |
SPGM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPGM
-0.09%
SPY
-1.37%
3M
SPGM
+12.19%
Winner
SPY
+12.22%
6M
Winner
SPGM
+9.88%
SPY
+7.20%
1Y
Winner
SPGM
+28.35%
SPY
+23.58%
5Y(CAGR)
SPGM
+11.26%
Winner
SPY
+13.19%
10Y(CAGR)
SPGM
+13.27%
Winner
SPY
+15.12%
Max(CAGR)
Winner
SPGM
+12.56%
SPY
+8.44%
SPGM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPGM | SPY |
|---|---|---|
| 2026 | +9.92% | +7.95% |
| 2025 | +23.70% | +18.00% |
| 2024 | +17.65% | +25.59% |
| 2023 | +21.33% | +26.72% |
| 2022 | -17.95% | -18.64% |
| 2021 | +20.77% | +30.52% |
| 2020 | +14.24% | +17.28% |
| 2019 | +27.70% | +31.09% |
| 2018 | -8.85% | -5.24% |
| 2017 | +25.00% | +20.78% |
| 2016 | +12.47% | +13.59% |
| 2015 | +1.18% | +1.31% |
| 2014 | +13.98% | +14.56% |
| 2013 | +22.99% | +29.00% |
| 2012 | +3.69% | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SPGM vs SPY Drawdown Comparison
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SPGM drawdown is -2.70%. The current SPY drawdown is -3.18%.
| Rank | SPGM | SPY |
|---|---|---|
| #1 | -33.97% Feb 12, 2020 - Aug 24, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -25.92% Jan 4, 2022 - Jan 25, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -20.73% Jun 19, 2015 - Jul 26, 2016 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -17.94% Jan 26, 2018 - Apr 29, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.90% Feb 18, 2025 - Jun 2, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -13.83% Jul 10, 2014 - Dec 3, 2014 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -11.87% Mar 19, 2012 - Sep 13, 2012 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.50% Feb 25, 2026 - Apr 15, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -8.55% Jul 16, 2024 - Aug 30, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.44% Dec 16, 2013 - May 13, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.49% Sep 2, 2020 - Nov 9, 2020 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.13% May 21, 2013 - Jul 17, 2013 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.95% Jul 24, 2019 - Oct 24, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.72% Jul 26, 2016 - Dec 8, 2016 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.25% Apr 29, 2019 - Jun 19, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SPGM and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
SPGM vs SPY dividend yield comparison.
| Year | SPGM | SPY |
|---|---|---|
| 2026 | 0.79% | 0.50% |
| 2025 | 1.89% | 1.07% |
| 2024 | 1.98% | 1.21% |
| 2023 | 2.09% | 1.40% |
| 2022 | 2.37% | 1.65% |
| 2021 | 1.94% | 1.20% |
| 2020 | 1.45% | 1.52% |
| 2019 | 3.49% | 1.75% |
| 2018 | 3.77% | 2.04% |
| 2017 | 4.57% | 1.80% |
| 2016 | 3.74% | 2.03% |
| 2015 | 7.40% | 2.06% |
| 2014 | 4.37% | 1.87% |
| 2013 | 3.49% | 1.81% |
| 2012 | 4.52% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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