GEND vs VYM

GEND vs VYM

Which is better, GEND or VYM?

GEND has been ahead.

VYM has a lower expense ratio. GEND led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 39.5%.

Lower Fees: VYMHigher Returns: GENDLess Concentrated: 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

MetricGENDVYM
Expense Ratio0.38%0.04%Best
AUM$5M$81.6B
Dividend Yield2.67%2.24%
Holdings33613
YTD Return+17.79%Best+14.33%
1Y Return+23.80%Best+20.01%
3Y Return (annualized)-+18.43%
5Y Return (annualized)-+12.16%
Volatility (annualized)10.0%9.6%Best
Max Drawdown-13.3%Best-14.5%
$10,000 over 1.7 years$14,028Best$13,466
Top 10 Weight39.5%25.9%Best
Fund FamilyGenter Capital ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionDec 31, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Jan 13, 2025 to Sep 8, 2026 (1.7 years).

GEND 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 covers the 1.7 years both funds cover.

GEND vs VYM Performance

Genter Capital Dividend Income ETF (GEND) is an ETF from Genter Capital Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year GEND returned +23.80% while VYM returned +20.01%. Year to date, GEND is up 17.79% versus a gain of 14.33% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

GEND has been the more volatile fund, with annualized monthly volatility of 10.0% compared with 9.6% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

GEND charges 0.38% per year while VYM charges 0.04%. On a $10,000 position that is $38 vs $4 annually, a gap of $34 per year that compounds over a long holding period. On income, GEND currently yields 2.67% against 2.24% for VYM.

Holdings Overlap

GEND already in VYM87.4%
VYM already in GEND21.9%

87.4% of GEND's money is in holdings VYM also owns. 21.9% of VYM's money is in holdings GEND also owns.

Most of GEND is already inside VYM. Owning both mostly buys the same companies twice.

The two holdings books were reported 49 days apart, GEND as of Aug 18, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

29 positions in common, counted across the 33 positions we hold weights for in GEND and 602 in VYM, against full books of 33 and 613.

What only one of them owns

Our book lists 538 positions for VYM that do not appear in our book for GEND (75.4% of the fund), and 0 for GEND that do not appear in VYM (3.3%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in GENDWeight in VYMDifference
JPMJpmorgan Chase & Co.4.04%3.38%0.66%
JNJJohnson & Johnson - Common2.64%2.54%0.10%
CVXChevron Corp.United States -Energy3.84%1.28%2.56%
MRKMerck & Co. Inc.3.64%1.32%2.32%
NTRSNorthern Trust Corp.4.74%0.13%4.61%
ABBVAbbvie Inc.2.72%1.85%0.87%
CVSCvs Health Corp.3.95%0.55%3.40%
DVNDevon Energy Corporation 4.75 05/15/20423.93%0.19%3.74%
PSXPhillips 663.82%0.28%3.54%
MOAltria Group Inc.3.58%0.50%3.08%

87.4% of GEND is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

GENDVYM

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Frequently Asked Questions

Which is cheaper, GEND or VYM?

GEND has an expense ratio of 0.38% while VYM charges 0.04%. VYM is the cheaper option, by $34 a year on a $10,000 investment.

Which performed better, GEND or VYM?

Over the past year GEND returned +23.80% vs +20.01% for VYM, so GEND leads on 1-year performance. Over the longest common window we track (2 years), GEND annualized +22.03% vs +19.13% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, GEND or VYM?

GEND has been the more volatile fund at 10.0% annualized versus 9.6% for VYM. Worst drawdown: GEND -13.3% vs VYM -14.5%.

Should I hold both GEND and VYM?

GEND and VYM have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between GEND and VYM?

87.4% of GEND's money is in holdings VYM also owns. 21.9% of VYM's is in holdings GEND also owns. They hold 29 positions in common, counted across the 33 positions we hold weights for in GEND and 602 in VYM.

Which pays a higher dividend, GEND or VYM?

GEND yields 2.67% while VYM yields 2.24%, so GEND currently pays the higher dividend yield.

Is VYM better than GEND?

VYM has a lower expense ratio. GEND led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.91. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 39.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.