GENW vs VOO

Quick Verdict

VOO has a lower expense ratio. GENW delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: GENWMore Diversified: VOO

Side-by-Side Comparison

MetricGENWVOOWinner
Expense Ratio0.40%0.03%
AUM$5M$979.0B
Dividend Yield2.30%1.09%
Holdings36509
YTD Return+16.42%+13.72%
1Y Return+28.65%+21.63%
3Y Return (annualized)-+21.55%
5Y Return (annualized)-+13.26%
Volatility (annualized)11.3%14.1%
Max Drawdown-14.4%-34.3%
Fund FamilyGenter Capital ManagementVanguard (US)
CategoryEquityEquity
InceptionDec 31, 2024Sep 7, 2010

GENW vs VOO Performance

Genter Capital International Dividend ETF (GENW) is a ETF from Genter Capital Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year GENW returned +28.65% while VOO returned +21.63%. Year to date, GENW is up 16.42% versus a gain of 13.72% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 11.3% for GENW. 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 -14.4% for GENW 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 0.32. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GENW charges 0.40% per year while VOO charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, GENW currently yields 2.30% against 1.09% for VOO.

Holdings Overlap

0.0%overlap

GENW and VOO share 0 holdings out of 540 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, GENW or VOO?

GENW has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $37 per year of difference.

Which performed better, GENW or VOO?

Over the past year GENW returned +28.65% vs +21.63% for VOO, so GENW leads on 1-year performance. Over the longest common window we track (2 years), GENW annualized +35.68% vs +13.56% for VOO. Past performance does not guarantee future results.

Which is riskier, GENW or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 11.3% for GENW. Worst drawdown: GENW -14.4% vs VOO -34.3%.

Should I hold both GENW and VOO?

GENW and VOO have a monthly-return correlation of 0.32, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GENW and VOO?

GENW and VOO share 0 common holdings with a 0.0% weight overlap. Combined, they hold 540 unique securities.

Which pays a higher dividend, GENW or VOO?

GENW yields 2.30% while VOO yields 1.09%, so GENW currently pays the higher dividend yield.

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