GEND vs VYM

GEND vs VYM
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Quick Verdict

VYM has a lower expense ratio. GEND delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: GENDMore Diversified: VYM

Side-by-Side Comparison

MetricGENDVYMWinner
Expense Ratio0.38%0.04%
AUM$5M$81.6B
Dividend Yield2.67%2.24%
Holdings37616
YTD Return+19.11%+15.60%
1Y Return+25.55%+23.48%
3Y Return (annualized)-+19.07%
5Y Return (annualized)-+12.50%
Volatility (annualized)10.3%14.6%
Max Drawdown-13.3%-58.8%
Fund FamilyGenter Capital ManagementVanguard (US)
CategoryEquityEquity
InceptionDec 31, 2024Nov 10, 2006

GEND vs VYM Performance

Genter Capital Dividend Income ETF (GEND) is a ETF from Genter Capital Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year GEND returned +25.55% while VYM returned +23.48%. Year to date, GEND is up 19.11% versus a gain of 15.60% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 10.3% 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 -58.8% for VYM. 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 0.92. 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

22.2%overlap

GEND and VYM share 30 holdings out of 605 unique holdings combined, representing a 22.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in GENDWeight in VYMDifference
JPM3.91%3.38%0.53%
JNJ2.64%2.54%0.10%
CVS4.50%0.55%3.95%
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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. On a $10,000 investment, that is $34 per year of difference.

Which performed better, GEND or VYM?

Over the past year GEND returned +25.55% vs +23.48% for VYM, so GEND leads on 1-year performance. Over the longest common window we track (2 years), GEND annualized +23.72% vs +7.05% for VYM. Past performance does not guarantee future results.

Which is riskier, GEND or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 10.3% for GEND. Worst drawdown: GEND -13.3% vs VYM -58.8%.

Should I hold both GEND and VYM?

GEND and VYM have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between GEND and VYM?

GEND and VYM share 30 common holdings with a 22.2% weight overlap. Combined, they hold 605 unique securities.

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.

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