GENT vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: QQQMore Diversified: QQQ

Side-by-Side Comparison

MetricGENTQQQWinner
Expense Ratio0.38%0.18%
AUM$100M$455.8B
Dividend Yield4.51%0.41%
Holdings57108
YTD Return+0.44%+17.27%
1Y Return+2.63%+28.64%
3Y Return (annualized)-+24.88%
5Y Return (annualized)-+14.86%
Volatility (annualized)2.9%30.6%
Max Drawdown-2.9%-83.0%
Fund FamilyGenter Capital ManagementInvesco (US)
CategoryFixed IncomeEquity
InceptionMay 21, 2024Mar 10, 1999

GENT vs QQQ Performance

Genter Capital Taxable Quality Intermediate ETF (GENT) is a ETF from Genter Capital Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year GENT returned +2.63% while QQQ returned +28.64%. Year to date, GENT is up 0.44% versus a gain of 17.27% for QQQ.

Risk: Volatility and Drawdowns

QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 2.9% for GENT. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -2.9% for GENT and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.11. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GENT charges 0.38% per year while QQQ charges 0.18%. On a $10,000 position that is $38 vs $18 annually, a gap of $20 per year that compounds over a long holding period. On income, GENT currently yields 4.51% against 0.41% for QQQ.

Holdings Overlap

0.0%overlap

GENT and QQQ share 0 holdings out of 155 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, GENT or QQQ?

GENT has an expense ratio of 0.38% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $20 per year of difference.

Which performed better, GENT or QQQ?

Over the past year GENT returned +2.63% vs +28.64% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), GENT annualized +4.59% vs +13.08% for QQQ. Past performance does not guarantee future results.

Which is riskier, GENT or QQQ?

QQQ has been the more volatile fund at 30.6% annualized versus 2.9% for GENT. Worst drawdown: GENT -2.9% vs QQQ -83.0%.

Should I hold both GENT and QQQ?

GENT and QQQ have a monthly-return correlation of 0.11, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GENT and QQQ?

GENT and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 155 unique securities.

Which pays a higher dividend, GENT or QQQ?

GENT yields 4.51% while QQQ yields 0.41%, so GENT currently pays the higher dividend yield.

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