GARY vs IVV
Mango Growth ETF vs iShares Core S&P 500 ETF
Which is better, GARY or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. GARY led over 1Y.
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
| Metric | GARY | IVV |
|---|---|---|
| Expense Ratio | 0.77% | 0.03%Best |
| AUM | $289M | $879.1B |
| Dividend Yield | 0.04% | 1.09% |
| Holdings | 121 | 509 |
| YTD Return | +23.03%Best | +11.33% |
| 1Y Return | +26.58%Best | +13.50% |
| 3Y Return (annualized) | - | +20.45% |
| 5Y Return (annualized) | - | +11.61% |
| Fund Family | KKM Financial | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Dec 19, 2025 | May 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). Over the past year GARY returned +26.58% while IVV returned +13.50%. Year to date, GARY is up 23.03% versus a gain of 11.33% 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 1.09% for IVV.
Holdings Overlap
At least 34.5% of IVV's money is in holdings GARY also owns.
Stated as a floor: for GARY, our book for it covers 93.6% 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.
25 positions in common, counted across the 37 positions we hold weights for in GARY and 490 in IVV, against full books of 121 and 509.
Top Shared Holdings
| Stock | Weight in GARY | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 4.61% | 7.58% | 2.97% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 4.38% | 5.93% | 1.55% |
| MAMastercard Inc | 5.27% | 0.79% | 4.48% |
| AMDAdvanced Micro Devices Inc. | 4.73% | 1.26% | 3.47% |
| PLTRPalantir Technologies Inc | 4.70% | 0.65% | 4.05% |
| LLYEli Lilly & Co. | 3.48% | 1.74% | 1.74% |
| LRCXLam Research Corporation | 4.22% | 0.46% | 3.76% |
| AMATApplied Materials, Inc. | 4.18% | 0.47% | 3.71% |
| AMZNAmazon.Com Inc | 1.01% | 3.61% | 2.60% |
| AVGOBroadcom Inc | 1.99% | 2.37% | 0.38% |
34.5% 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.
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.
Which performed better, GARY or IVV?
Over the past year GARY returned +26.58% vs +13.50% for IVV, so GARY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between GARY and IVV?
At least 34.5% 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 25 positions in common, counted across the 37 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 1.09%, so IVV currently pays the higher dividend yield.
Is IVV better than GARY?
IVV has a lower expense ratio. GARY led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.