GARY vs VTI

GARY vs VTI
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Quick Verdict

VTI has a lower expense ratio. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: TiedMore Diversified: VTI

Side-by-Side Comparison

MetricGARYVTIWinner
Expense Ratio0.77%0.03%
AUM$307M$666.9B
Dividend Yield0.04%1.07%
Holdings423,543
YTD Return+31.75%+13.86%
1Y Return-+20.74%
3Y Return (annualized)-+21.66%
5Y Return (annualized)-+11.90%
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 Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Year to date, GARY is up 31.75% versus a gain of 13.86% 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 2792 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
FundXLS Pro
See the top 10 holdings GARY shares with VTI
Exact weights in each fund and the difference, for every position in this table.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

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 2792 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.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free