GARY vs SPY
GARY vs SPY
Mango Growth ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | GARY | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.77% | 0.09% | |
| AUM | $277M | $789.1B | |
| Dividend Yield | 0.04% | 1.01% | |
| Holdings | 40 | 505 | |
| YTD Return | +28.48% | +13.28% | |
| 1Y Return | - | +23.94% | |
| 3Y Return (annualized) | - | +21.07% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -12.7% | -56.5% | |
| Fund Family | KKM Financial | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Dec 19, 2025 | Jan 22, 1993 |
GARY vs SPY Performance
Mango Growth ETF (GARY) is a ETF from KKM Financial and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, GARY is up 28.48% versus a gain of 13.28% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -12.7% for GARY and -56.5% for SPY. 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 SPY charges 0.09%. On a $10,000 position that is $77 vs $9 annually, a gap of $68 per year that compounds over a long holding period. On income, GARY currently yields 0.04% against 1.01% for SPY.
Holdings Overlap
GARY and SPY share 31 holdings out of 513 unique holdings combined, representing a 27.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in GARY | Weight in SPY | Difference |
|---|---|---|---|
| NVDA | 4.79% | 7.31% | 2.52% |
| MSFT | 3.30% | 4.43% | 1.13% |
| AMAT | 5.91% | 0.73% | 5.18% |
| AMD | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| MA | Pro | Pro | Pro |
| LRCX | Pro | Pro | Pro |
| GOOGL | Pro | Pro | Pro |
| KLAC | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
See all 10 holdings GARY shares with SPY 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 SPY?
GARY has an expense ratio of 0.77% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $68 per year of difference.
What is the holdings overlap between GARY and SPY?
GARY and SPY share 31 common holdings with a 27.5% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, GARY or SPY?
GARY yields 0.04% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.