Compare · 2 funds side by side · dividends reinvested

GENM and SCHD

GENMGenter Capital×SCHDSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,881SCHD · best of the two

02 / 04

GENM and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.4

Genter Capital Municipal Quality Intermediate ETFBonds & Cash · Municipal0.39%2.96%+1.7%+2.2%[…][…]−4.5%3.2%$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 4, 2026 · returns include dividends · since: GENM 2024 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

GENM

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested

GENMMeasureSCHD

+1.7%Year to dateJan 1 → Nov 4+35.3%

+2.2%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

2.96%Trailing 12-mo yield$296 · $291 a year on $10k2.91%

−4.5%Worst dropSmaller is better−6.9%

3.2%VolatilityLower is calmer11.5%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GENM vs SCHD: Top 5 Holdings

Today

GENM

[…]in top 5

SCHD

in top 521.6%

GENMStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

GENM vs SCHD Returns, Every Period

Genter CapitalGENM

+2.2%

past year

SCHDSchwab

+41.6%

past year

GENMSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: GENM vs SCHD

YTD

Genter CapitalGENM

+1.7%

SCHDSchwab

+35.3%

+1.7%Year to date+35.3%

−4.5%Worst drop · 1Y−6.9%

3.2%Volatility · 1Y11.5%

3.0%Yield2.9%

$33.5MAssets$123B

3–1GENM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GENM, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

GENM0.39%$39

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: GENM, SCHD

2.96%highest, GENM

FundTrailing yieldYield$10k

GENM2.96%$296

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

GENM$296 − $39 = $257

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: GENM, SCHD

Today

[…]holdings […]

GENMSCHD

GENM—[…]

SCHD[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+41.6%SCHD, at 11.5% volatility

GENMWorst drop−4.5%3.2% vol

SCHDWorst drop−6.9%11.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

GENMSCHD

+1.7%Year to date+35.3%

3.0%Yield2.9%

+2.2%Past year+41.6%

0.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026