GARY vs VYM

GARY vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricGARYVYMWinner
Expense Ratio0.77%0.04%
AUM$307M$81.6B
Dividend Yield0.04%2.24%
Holdings42616
YTD Return+31.75%+14.95%
1Y Return-+21.14%
3Y Return (annualized)-+18.69%
5Y Return (annualized)-+12.00%
Volatility (annualized)-14.6%
Max Drawdown-12.7%-58.8%
Fund FamilyKKM FinancialVanguard (US)
CategoryEquityEquity
InceptionDec 19, 2025Nov 10, 2006

GARY vs VYM Performance

Mango Growth ETF (GARY) is a ETF from KKM Financial and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, GARY is up 31.75% versus a gain of 14.95% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -12.7% for GARY and -58.8% for VYM. 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 VYM charges 0.04%. On a $10,000 position that is $77 vs $4 annually, a gap of $73 per year that compounds over a long holding period. On income, GARY currently yields 0.04% against 2.24% for VYM.

Holdings Overlap

7.0%overlap

GARY and VYM share 6 holdings out of 638 unique holdings combined, representing a 7.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GARYWeight in VYMDifference
AVGO1.72%7.29%5.57%
UNH2.54%1.56%0.98%
HD1.61%1.46%0.15%
ORCLProProPro
BACProProPro
TRVProProPro
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Frequently Asked Questions

Which is cheaper, GARY or VYM?

GARY has an expense ratio of 0.77% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $73 per year of difference.

What is the holdings overlap between GARY and VYM?

GARY and VYM share 6 common holdings with a 7.0% weight overlap. Combined, they hold 638 unique securities.

Which pays a higher dividend, GARY or VYM?

GARY yields 0.04% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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