GENT vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricGENTVTIWinner
Expense Ratio0.38%0.03%
AUM$100M$663.5B
Dividend Yield4.51%1.07%
Holdings573,543
YTD Return+0.29%+13.39%
1Y Return+2.52%+23.21%
3Y Return (annualized)-+20.65%
5Y Return (annualized)-+12.18%
Volatility (annualized)2.9%15.3%
Max Drawdown-2.9%-56.6%
Fund FamilyGenter Capital ManagementVanguard (US)
CategoryFixed IncomeEquity
InceptionMay 21, 2024May 24, 2001

GENT vs VTI Performance

Genter Capital Taxable Quality Intermediate ETF (GENT) is a ETF from Genter Capital Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year GENT returned +2.52% while VTI returned +23.21%. Year to date, GENT is up 0.29% versus a gain of 13.39% for VTI.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

GENT charges 0.38% per year while VTI charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, GENT currently yields 4.51% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

GENT and VTI share 0 holdings out of 2835 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 VTI?

GENT has an expense ratio of 0.38% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, GENT or VTI?

Over the past year GENT returned +2.52% vs +23.21% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), GENT annualized +4.51% vs +8.11% for VTI. Past performance does not guarantee future results.

Which is riskier, GENT or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 2.9% for GENT. Worst drawdown: GENT -2.9% vs VTI -56.6%.

Should I hold both GENT and VTI?

GENT and VTI have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between GENT and VTI?

GENT and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2835 unique securities.

Which pays a higher dividend, GENT or VTI?

GENT yields 4.51% while VTI yields 1.07%, so GENT currently pays the higher dividend yield.

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