GARY vs SCHD
GARY vs SCHD
Mango Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | GARY | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.77% | 0.06% | |
| AUM | $277M | $103.7B | |
| Dividend Yield | 0.04% | 3.31% | |
| Holdings | 40 | 104 | |
| YTD Return | +28.48% | +23.31% | |
| 1Y Return | - | +30.42% | |
| 3Y Return (annualized) | - | +14.66% | |
| 5Y Return (annualized) | - | +9.59% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -12.7% | -33.4% | |
| Fund Family | KKM Financial | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 19, 2025 | Oct 20, 2011 |
GARY vs SCHD Performance
Mango Growth ETF (GARY) is a ETF from KKM Financial and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, GARY is up 28.48% versus a gain of 23.31% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -12.7% for GARY and -33.4% for SCHD. 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 SCHD charges 0.06%. On a $10,000 position that is $77 vs $6 annually, a gap of $71 per year that compounds over a long holding period. On income, GARY currently yields 0.04% against 3.31% for SCHD.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, GARY or SCHD?
GARY has an expense ratio of 0.77% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $71 per year of difference.
What is the holdings overlap between GARY and SCHD?
GARY and SCHD share 2 common holdings with a 4.2% weight overlap. Combined, they hold 139 unique securities.
Which pays a higher dividend, GARY or SCHD?
GARY yields 0.04% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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