GEND vs VOO

GEND vs VOO
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Quick Verdict

VOO has a lower expense ratio. GEND delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: GENDMore Diversified: VOO

Side-by-Side Comparison

MetricGENDVOOWinner
Expense Ratio0.38%0.03%
AUM$5M$997.4B
Dividend Yield2.67%1.08%
Holdings37509
YTD Return+18.20%+12.95%
1Y Return+25.18%+20.69%
3Y Return (annualized)-+22.09%
5Y Return (annualized)-+13.40%
Volatility (annualized)10.2%14.1%
Max Drawdown-13.3%-34.3%
Fund FamilyGenter Capital ManagementVanguard (US)
CategoryEquityEquity
InceptionDec 31, 2024Sep 7, 2010

GEND vs VOO Performance

Genter Capital Dividend Income ETF (GEND) is a ETF from Genter Capital Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GEND returned +25.18% while VOO returned +20.69%. Year to date, GEND is up 18.20% versus a gain of 12.95% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.2% for GEND. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -13.3% for GEND and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.44. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GEND charges 0.38% per year while VOO charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, GEND currently yields 2.67% against 1.08% for VOO.

Holdings Overlap

8.1%overlap

GEND and VOO share 28 holdings out of 509 unique holdings combined, representing a 8.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GENDWeight in VOODifference
JPM3.91%1.26%2.65%
CVS4.50%0.20%4.30%
NTRS4.52%0.05%4.47%
MOProProPro
CVXProProPro
MRKProProPro
MTBProProPro
DVNProProPro
JNJProProPro
ABBVProProPro
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Frequently Asked Questions

Which is cheaper, GEND or VOO?

GEND has an expense ratio of 0.38% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, GEND or VOO?

Over the past year GEND returned +25.18% vs +20.69% for VOO, so GEND leads on 1-year performance. Over the longest common window we track (2 years), GEND annualized +23.18% vs +13.50% for VOO. Past performance does not guarantee future results.

Which is riskier, GEND or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 10.2% for GEND. Worst drawdown: GEND -13.3% vs VOO -34.3%.

Should I hold both GEND and VOO?

GEND and VOO have a monthly-return correlation of 0.44, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GEND and VOO?

GEND and VOO share 28 common holdings with a 8.1% weight overlap. Combined, they hold 509 unique securities.

Which pays a higher dividend, GEND or VOO?

GEND yields 2.67% while VOO yields 1.08%, so GEND currently pays the higher dividend yield.

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