GARY vs SPY

GARY vs SPY

Which is better, GARY or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. GARY led over 1Y.

Lower Fees: SPYHigher Returns (1Y): GARY

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

MetricGARYSPY
Expense Ratio0.77%0.09%Best
AUM$289M$797.9B
Dividend Yield0.04%1.00%
Holdings121504
YTD Return+23.03%Best+11.28%
1Y Return+26.58%Best+13.46%
3Y Return (annualized)-+20.37%
5Y Return (annualized)-+11.54%
Fund FamilyKKM FinancialState Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionDec 19, 2025Jan 22, 1993

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

GARY vs SPY 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 SPY Performance

Mango Growth ETF (GARY) is an ETF from KKM Financial and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year GARY returned +26.58% while SPY returned +13.46%. Year to date, GARY is up 23.03% versus a gain of 11.28% for SPY.

Past performance does not guarantee future results.

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 1.00% for SPY.

Holdings Overlap

SPY already in GARY34.1%

At least 34.1% of SPY'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 502 in SPY, against full books of 121 and 504.

Top Shared Holdings

StockWeight in GARYWeight in SPYDifference
NVDANvidia Corp.4.61%7.52%2.91%
MSFTMicrosoft Corp 4.100 Feb 06 374.38%5.79%1.41%
MAMastercard Inc5.27%0.82%4.45%
AMDAdvanced Micro Devices Inc.4.73%1.17%3.56%
PLTRPalantir Technologies Inc4.70%0.63%4.07%
LLYEli Lilly & Co.3.48%1.74%1.74%
AMZNAmazon.Com Inc1.01%3.71%2.70%
LRCXLam Research Corporation4.22%0.44%3.78%
AMATApplied Materials, Inc.4.18%0.46%3.72%
AVGOBroadcom Inc1.99%2.36%0.37%

34.1% of SPY 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.

GARYSPY

Free for up to 10 holdings. No account needed.

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, by $68 a year on a $10,000 investment.

Which performed better, GARY or SPY?

Over the past year GARY returned +26.58% vs +13.46% for SPY, 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 SPY?

At least 34.1% of SPY'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 502 in SPY.

Which pays a higher dividend, GARY or SPY?

GARY yields 0.04% while SPY yields 1.00%, so SPY currently pays the higher dividend yield.

Is SPY better than GARY?

SPY 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.