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GARP vs. GARY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GARP vs. GARY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI USA Quality GARP ETF (GARP) and Mango Growth ETF (GARY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GARP achieves a 18.49% return, which is significantly lower than GARY's 30.03% return.


GARP

1D
-1.09%
1M
1.30%
6M
15.03%
YTD
18.49%
1Y
33.27%
3Y*
29.83%
5Y*
17.98%
10Y*

GARY

1D
-1.55%
1M
-0.00%
6M
22.99%
YTD
30.03%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GARP vs. GARY - Yearly Performance Comparison


2026 (YTD)2025
GARP
iShares MSCI USA Quality GARP ETF
18.49%-0.23%
GARY
Mango Growth ETF
30.03%0.15%

Correlation

The correlation between GARP and GARY is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (All Time)
Calculated using the full available price history since Dec 22, 2025

0.94

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Return for Risk

GARP vs. GARY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GARP
GARP Risk / Return Rank: 6363
Overall Rank
GARP Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
GARP Sortino Ratio Rank: 6262
Sortino Ratio Rank
GARP Omega Ratio Rank: 6161
Omega Ratio Rank
GARP Calmar Ratio Rank: 6161
Calmar Ratio Rank
GARP Martin Ratio Rank: 6565
Martin Ratio Rank

GARY

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GARP vs. GARY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Quality GARP ETF (GARP) and Mango Growth ETF (GARY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GARPGARYDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.29

Calmar ratioReturn relative to maximum drawdown

2.44

Martin ratioReturn relative to average drawdown

9.29

GARP vs. GARY - Sharpe Ratio Comparison


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Drawdowns

GARP vs. GARY - Drawdown Comparison

The maximum GARP drawdown since its inception was -31.34%, which is greater than GARY's maximum drawdown of -10.28%. Use the drawdown chart below to compare losses from any high point for GARP and GARY.


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Drawdown Indicators


GARPGARYDifference

Max Drawdown

Largest peak-to-trough decline

-31.34%

-10.28%

-21.06%

Max Drawdown (1Y)

Largest decline over 1 year

-13.69%

Max Drawdown (3Y)

Largest decline over 3 years

-23.73%

Max Drawdown (5Y)

Largest decline over 5 years

-30.61%

Current Drawdown

Current decline from peak

-3.03%

-5.23%

+2.20%

Average Drawdown

Average peak-to-trough decline

-7.29%

-1.87%

-5.42%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.59%

Volatility

GARP vs. GARY - Volatility Comparison


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Volatility by Period


GARPGARYDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.32%

Volatility (6M)

Calculated over the trailing 6-month period

15.86%

Volatility (1Y)

Calculated over the trailing 1-year period

19.55%

21.84%

-2.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.29%

21.84%

+0.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.95%

21.84%

+2.11%

GARP vs. GARY - Expense Ratio Comparison

GARP has a 0.15% expense ratio, which is lower than GARY's 0.77% expense ratio.


Dividends

GARP vs. GARY - Dividend Comparison

GARP's dividend yield for the trailing twelve months is around 0.27%, more than GARY's 0.04% yield.


PositionTTM202520242023202220212020
GARP
iShares MSCI USA Quality GARP ETF
0.27%0.31%0.38%0.75%1.85%0.67%0.75%
GARY
Mango Growth ETF
0.04%0.05%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.94, GARP and GARY move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, GARP is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

GARP is cheaper with a 0.15% expense ratio, compared with 0.77% for GARY.

GARP has the higher dividend yield at 0.27%, compared with 0.04% for GARY.

They also come from different issuers: iShares and Mango. Their fees differ too: 0.15% for GARP and 0.77% for GARY.

Portfolio Optimizer

Find the right allocation for GARP and GARY

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