IVV vs GEND

AIVV

BGEND

Measures won1–3GEND wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income2.86%GEND · $286 on $10k

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

Held in common9.5%IVV and GEND

IVV

GEND

iShares Core S&P 500 ETF · $875BGenter Capital Dividend Income ETF · $7M

+22.0%3 years · per year$18,159 · […][…]

+11.9%5 years · per year$17,545 · […][…]

0.03%Expense ratio$3 · $38 on $10k · lower wins0.38%

1.11%12-mo yield$111 · $286 on $10k2.86%

−8.9%Worst dropSmaller wins−6.3%

13.8%VolatilityLower wins11.2%

1–3GEND wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · GEND

1.4%JPM3.7%

1.0%JNJ1.0%

0.8%ABBV3.1%

0.7%CVX4.0%

Held in common9.5%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BGEND	Genter Capital Dividend Income ETFRead Desk	0.38%	2.86%	+1.4%	+21.6%	+25.9%	new	new	−6.3%	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BGEND	Genter Capital Dividend Income ETFRead Desk	0.38%	2.86%	+1.4%	+21.6%	+25.9%	new	new	−6.3%	$7M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs GEND

IVV

iShares Core S&P 500

$17,545

GEND

Genter Capital Dividend Income

[…]

MeasureIVVGEND

Fee0.03%0.38%

Cost on $10k a year$3$38

Yield1.11%2.86%

5 years, per year+11.9%[…]

3 years, per year+22.0%[…]

Worst drop · 1Y−8.9%−6.3%

Volatility · 1Y13.8%11.2%

3–1measures won
GEND first

9.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IVV, GEND, VOO

Today

92.7%most shared, IVV and VOO

IVVGENDVOO

IVV—9.5%92.7%

GEND9.5%—8.7%

VOO92.7%8.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$248most kept, GEND

GEND$286 − $38 = $248

IVV$111 − $3 = $108

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee