GARY vs VYM

GARY vs VYM

Which is better, GARY or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio.

Lower Fees: VYM

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

MetricGARYVYM
Expense Ratio0.77%0.04%Best
AUM$293M$81.6B
Dividend Yield0.04%2.22%
Holdings42613
YTD Return+29.11%Best+12.29%
1Y Return-+16.61%
3Y Return (annualized)-+17.42%
5Y Return (annualized)-+12.12%
Fund FamilyKKM FinancialVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionDec 19, 2025Nov 10, 2006

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

GARY vs VYM 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 VYM Performance

Mango Growth ETF (GARY) is an ETF from KKM Financial and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, GARY is up 29.11% versus a gain of 12.29% for VYM.

Past performance does not guarantee future results.

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 2.22% for VYM.

Holdings Overlap

VYM already in GARY13.1%

At least 13.1% of VYM'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.

VYM and GARY share little of their money.

6 positions in common, counted across the 41 positions we hold weights for in GARY and 557 in VYM, against full books of 42 and 613.

Top Shared Holdings

StockWeight in GARYWeight in VYMDifference
AVGOBroadcom Inc1.56%7.35%5.79%
UNHUnitedhealth Group Incorporated2.21%1.52%0.69%
ORCLOracle Corp - Common2.14%0.90%1.24%
HDHome Depot Inc/The1.49%1.34%0.15%
BACBank of America Corp.: Financials0.86%1.66%0.80%
TRVThe Travelers Cos, Inc.1.03%0.32%0.71%

You are not choosing between two funds in isolation.

Whichever of GARY and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

GARYVYM

Free for up to 10 holdings. No account needed.

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, by $73 a year on a $10,000 investment.

What is the holdings overlap between GARY and VYM?

At least 13.1% of VYM's money is in holdings GARY also owns. Our book for GARY is partial, so the real figure is this or higher. They hold 6 positions in common, counted across the 41 positions we hold weights for in GARY and 557 in VYM.

Which pays a higher dividend, GARY or VYM?

GARY yields 0.04% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than GARY?

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