GARY vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricGARYQQQWinner
Expense Ratio0.77%0.18%
AUM$277M$455.8B
Dividend Yield0.04%0.41%
Holdings40108
YTD Return+30.82%+18.20%
1Y Return-+27.63%
3Y Return (annualized)-+25.54%
5Y Return (annualized)-+15.12%
Volatility (annualized)-30.6%
Max Drawdown-12.7%-83.0%
Fund FamilyKKM FinancialInvesco (US)
CategoryEquityEquity
InceptionDec 19, 2025Mar 10, 1999

GARY vs QQQ Performance

Mango Growth ETF (GARY) is a ETF from KKM Financial and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, GARY is up 30.82% versus a gain of 18.20% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -12.7% for GARY and -83.0% for QQQ. 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 QQQ charges 0.18%. On a $10,000 position that is $77 vs $18 annually, a gap of $59 per year that compounds over a long holding period. On income, GARY currently yields 0.04% against 0.41% for QQQ.

Holdings Overlap

33.0%overlap

GARY and QQQ share 18 holdings out of 126 unique holdings combined, representing a 33.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GARYWeight in QQQDifference
NVDA4.79%7.88%3.09%
AMD5.03%3.85%1.18%
MSFT3.30%4.65%1.35%
AMATProProPro
LRCXProProPro
ASML:ASProProPro
AMZNProProPro
KLACProProPro
GOOGLProProPro
METAProProPro
See all 10 holdings GARY shares with QQQ
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, GARY or QQQ?

GARY has an expense ratio of 0.77% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $59 per year of difference.

What is the holdings overlap between GARY and QQQ?

GARY and QQQ share 18 common holdings with a 33.0% weight overlap. Combined, they hold 126 unique securities.

Which pays a higher dividend, GARY or QQQ?

GARY yields 0.04% while QQQ yields 0.41%, so QQQ currently pays the higher dividend yield.

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