Compare · 2 funds side by side · dividends reinvested

GENM and IVV

GENMGenter Capital×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

GENM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

Genter Capital Municipal Quality Intermediate ETFBonds & Cash · Municipal0.39%2.96%+1.7%+2.3%[…][…]−4.5%3.1%$34M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: GENM 2024 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Genter Capital Municipal Quality Intermediate ETF · $34M[…]

GENM

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested

GENMMeasureIVV

+1.7%Year to dateJan 1 → Nov 6+8.7%

+2.3%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.39%Expense ratio$39 · $3 a year on $10k · lower is better0.03%

2.96%Trailing 12-mo yield$296 · $114 a year on $10k1.14%

−4.5%Worst dropSmaller is better−8.9%

3.1%VolatilityLower is calmer13.6%

GENMIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GENM vs IVV: Top 5 Holdings

Today

GENM

[…]in top 5

IVV

in top 527.8%

GENMStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

GENM vs IVV Returns, Every Period

Genter CapitalGENM

+2.3%

past year

IVViShares

+9.8%

past year

GENMIVVFaded: behind in that period

0–2IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Core: GENM vs IVV

YTD

Genter CapitalGENM

+1.7%

IVViShares

+8.7%

+1.7%Year to date+8.7%

−4.5%Worst drop · 1Y−8.9%

3.1%Volatility · 1Y13.6%

3.0%Yield1.1%

$34.1MAssets$853B

3–1GENM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GENM, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

GENM0.39%$39

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: GENM, IVV

2.96%highest, GENM

FundTrailing yieldYield$10k

GENM2.96%$296

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$257most kept, GENM

GENM$296 − $39 = $257

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: GENM, IVV

Today

[…]holdings […]

GENMIVV

GENM—[…]

IVV[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%IVV, at 13.6% volatility

GENMWorst drop−4.5%3.1% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

GENMIVV

+1.7%Year to date+8.7%

3.0%Yield1.1%

+2.3%Past year+9.8%

0.39%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026