GARY vs IVV

GARY vs IVV

Which is better, GARY or IVV?

Large Cap Growth against Large Cap Blend.

IVV has a lower expense ratio.

Lower Fees: IVV

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricGARYIVV
Expense Ratio0.77%0.03%Best
AUM$293M$876.4B
Dividend Yield0.04%1.06%
Holdings42508
YTD Return+29.11%Best+12.27%
1Y Return-+17.04%
3Y Return (annualized)-+21.24%
5Y Return (annualized)-+13.08%
Fund FamilyKKM FinancialiShares by BlackRock (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionDec 19, 2025May 15, 2000

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

GARY vs IVV growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

GARY vs IVV Performance

Mango Growth ETF (GARY) is an ETF from KKM Financial and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, GARY is up 29.11% versus a gain of 12.27% for IVV.

Past performance does not guarantee future results.

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 1.06% for IVV.

Holdings Overlap

IVV already in GARY37.0%

At least 37.0% of IVV's money is in holdings GARY also owns.

Stated as a floor: for GARY, our book for it covers 94.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

31 positions in common, counted across the 41 positions we hold weights for in GARY and 490 in IVV, against full books of 42 and 508.

Top Shared Holdings

StockWeight in GARYWeight in IVVDifference
NVDANvidia Corp4.80%8.07%3.27%
MSFTMicrosoft Corp4.11%5.69%1.58%
AMZNAmazon.Com Inc1.99%3.84%1.85%
MAMastercard Inc4.70%0.72%3.98%
AMDAdvanced Micro Devices Inc4.25%1.16%3.09%
AMATApplied Materials, Inc.4.74%0.55%4.19%
PLTRPalantir Technologies Inc4.59%0.65%3.94%
GOOGLAlphabet Inc,class A1.79%3.00%1.21%
LRCXLrcx Uw Equity4.12%0.57%3.55%
NOWServicenow, Inc4.28%0.23%4.05%

37.0% of IVV is already inside GARY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

GARYIVV

Free for up to 10 holdings. No account needed.

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, by $74 a year on a $10,000 investment.

What is the holdings overlap between GARY and IVV?

At least 37.0% of IVV's money is in holdings GARY also owns. Our book for GARY is partial, so the real figure is this or higher. They hold 31 positions in common, counted across the 41 positions we hold weights for in GARY and 490 in IVV.

Which pays a higher dividend, GARY or IVV?

GARY yields 0.04% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.

Is IVV better than GARY?

IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.