GEND vs VYM

AGEND

BVYM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,002VYM

Lowest cost0.04%VYM · $4 on $10k

Most income2.84%GEND · $284 on $10k

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

Held in common22.6%GEND and VYM

GEND

VYM

Genter Capital Dividend Income ETF · $8MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $17,002+11.2%

0.38%Expense ratio$38 · $4 on $10k · lower wins0.04%

2.84%12-mo yield$284 · $230 on $10k2.30%

−6.3%Worst dropSmaller wins−6.7%

10.9%VolatilityLower wins10.6%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsGEND · VYM

3.8%JPM3.8%

3.0%ABBV2.0%

1.7%CSCO1.8%

3.9%CVX1.6%

Held in common22.6%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
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 VYM

GEND

Genter Capital Dividend Income

[…]

VYM

Vanguard High Dividend Yield

$17,002

MeasureGENDVYM

Fee0.38%0.04%

Cost on $10k a year$38$4

Yield2.84%2.30%

5 years, per year[…]+11.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−6.3%−6.7%

Volatility · 1Y10.9%10.6%

2–2measures won
level

22.6%

holdings shared

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

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

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

Overlap: GEND, VYM

Today

22.6%most shared, GEND and VYM

GENDVYM

GEND—22.6%

VYM22.6%—

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

VYM$230 − $4 = $226

KeptFee

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