GEND vs SPY

AGEND

BSPY

Measures won3–1GEND wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY

Lowest cost0.09%SPY · $9 on $10k

Most income2.84%GEND · $284 on $10k

Smallest drop−6.3%GEND · worst fall in 1Y

Held in common9.4%GEND and SPY

GEND

SPY

Genter Capital Dividend Income ETF · $8MState Street SPDR S&P 500 ETF · $805B

[…]3 years · per year[…] · $18,174+22.0%

[…]5 years · per year[…] · $17,099+11.3%

0.38%Expense ratio$38 · $9 on $10k · lower wins0.09%

2.84%12-mo yield$284 · $103 on $10k1.03%

−6.3%Worst dropSmaller wins−8.9%

10.9%VolatilityLower wins13.6%

3–1GEND wins

$10,000 · 5 yearsOne scale

Shared top holdingsGEND · SPY

3.8%JPM1.4%

1.0%JNJ1.0%

3.0%ABBV0.8%

3.9%CVX0.6%

Held in common9.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AGEND	Genter Capital Dividend Income ETFRead Desk		0.38%	2.84%	−1.5%	+22.3%	+27.0%	new	new	−6.3%	$8M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
2	AGEND	Genter Capital Dividend Income ETFRead Desk		0.38%	2.84%	−1.5%	+22.3%	+27.0%	new	new	−6.3%	$8M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GEND vs SPY

GEND

Genter Capital Dividend Income

[…]

SPY

SPDR S&P 500

$17,099

MeasureGENDSPY

Fee0.38%0.09%

Cost on $10k a year$38$9

Yield2.84%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+22.0%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y10.9%13.6%

3–1measures won
GEND first

9.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GEND, SPY

Today

9.4%most shared, GEND and SPY

GENDSPY

GEND—9.4%

SPY9.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$246most kept, GEND

GEND$284 − $38 = $246

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee