GENW vs VYM

Quick Verdict

VYM has a lower expense ratio. GENW delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: GENWMore Diversified: VYM

Side-by-Side Comparison

MetricGENWVYMWinner
Expense Ratio0.40%0.04%
AUM$5M$79.0B
Dividend Yield2.30%2.86%
Holdings36568
YTD Return+16.65%+16.78%
1Y Return+27.77%+24.43%
3Y Return (annualized)-+18.60%
5Y Return (annualized)-+12.30%
Volatility (annualized)11.3%14.6%
Max Drawdown-14.4%-58.8%
Fund FamilyGenter Capital ManagementVanguard (US)
CategoryEquityEquity
InceptionDec 31, 2024Nov 10, 2006

GENW vs VYM Performance

Genter Capital International Dividend ETF (GENW) is a ETF from Genter Capital Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year GENW returned +27.77% while VYM returned +24.43%. Year to date, GENW is up 16.65% versus a gain of 16.78% for VYM.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GENW charges 0.40% per year while VYM charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, GENW currently yields 2.30% against 2.86% for VYM.

Holdings Overlap

0.0%overlap

GENW and VYM share 0 holdings out of 593 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 VYM?

GENW has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $36 per year of difference.

Which performed better, GENW or VYM?

Over the past year GENW returned +27.77% vs +24.43% for VYM, so GENW leads on 1-year performance. Over the longest common window we track (2 years), GENW annualized +35.78% vs +7.11% for VYM. Past performance does not guarantee future results.

Which is riskier, GENW or VYM?

VYM has been the more volatile fund at 14.6% annualized versus 11.3% for GENW. Worst drawdown: GENW -14.4% vs VYM -58.8%.

Should I hold both GENW and VYM?

GENW and VYM have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GENW and VYM?

GENW and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 593 unique securities.

Which pays a higher dividend, GENW or VYM?

GENW yields 2.30% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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