GARY vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricGARYVTIWinner
Expense Ratio0.77%0.03%
AUM$277M$663.5B
Dividend Yield0.04%1.07%
Holdings403,543
YTD Return+28.53%+13.39%
1Y Return-+23.21%
3Y Return (annualized)-+20.65%
5Y Return (annualized)-+12.18%
Volatility (annualized)-15.3%
Max Drawdown-12.7%-56.6%
Fund FamilyKKM FinancialVanguard (US)
CategoryEquityEquity
InceptionDec 19, 2025May 24, 2001

GARY vs VTI Performance

Mango Growth ETF (GARY) is a ETF from KKM Financial and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, GARY is up 28.53% versus a gain of 13.39% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -12.7% for GARY and -56.6% for VTI. 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 VTI 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 1.07% for VTI.

Holdings Overlap

26.5%overlap

GARY and VTI share 36 holdings out of 2788 unique holdings combined, representing a 26.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GARYWeight in VTIDifference
NVDA4.79%6.32%1.53%
MSFT3.30%3.81%0.51%
AMAT5.91%0.79%5.12%
AMDProProPro
LRCXProProPro
MAProProPro
AMZNProProPro
KLACProProPro
GOOGLProProPro
LLYProProPro
See all 10 holdings GARY shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, GARY or VTI?

GARY has an expense ratio of 0.77% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $74 per year of difference.

What is the holdings overlap between GARY and VTI?

GARY and VTI share 36 common holdings with a 26.5% weight overlap. Combined, they hold 2788 unique securities.

Which pays a higher dividend, GARY or VTI?

GARY yields 0.04% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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