GARY vs IVV
GARY vs IVV
Mango Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | GARY | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.77% | 0.03% | |
| AUM | $277M | $865.2B | |
| Dividend Yield | 0.04% | 1.09% | |
| Holdings | 40 | 508 | |
| YTD Return | +30.82% | +13.80% | |
| 1Y Return | - | +23.70% | |
| 3Y Return (annualized) | - | +21.49% | |
| 5Y Return (annualized) | - | +13.43% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -12.7% | -56.5% | |
| Fund Family | KKM Financial | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Dec 19, 2025 | May 15, 2000 |
GARY vs IVV Performance
Mango Growth ETF (GARY) is a ETF from KKM Financial and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, GARY is up 30.82% versus a gain of 13.80% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -12.7% for GARY and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
GARY charges 0.77% per year while IVV charges 0.03%. On a $10,000 position that is $77 vs $3 annually, a gap of $74 per year that compounds over a long holding period. On income, GARY currently yields 0.04% against 1.09% for IVV.
Holdings Overlap
GARY and IVV share 30 holdings out of 516 unique holdings combined, representing a 26.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in GARY | Weight in IVV | Difference |
|---|---|---|---|
| NVDA | 4.79% | 7.76% | 2.97% |
| MSFT | 3.30% | 4.57% | 1.27% |
| AMAT | 5.91% | 0.69% | 5.22% |
| AMD | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| MA | Pro | Pro | Pro |
| GOOGL | Pro | Pro | Pro |
| KLAC | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
See all 10 holdings GARY shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, GARY or IVV?
GARY has an expense ratio of 0.77% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $74 per year of difference.
What is the holdings overlap between GARY and IVV?
GARY and IVV share 30 common holdings with a 26.6% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, GARY or IVV?
GARY yields 0.04% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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