GENT vs. IBTO

Last updated Jun 4, 2026

GENT (Genter Capital Taxable Quality Intermediate ETF) and IBTO (iShares iBonds Dec 2033 Term Treasury ETF) are both Intermediate Core Bond funds. GENT is actively managed, while IBTO is passively managed. Over the past year, GENT returned 4.16% vs 4.04% for IBTO. A 0.74 correlation means they provide meaningful diversification when combined. GENT charges 0.38%/yr vs 0.07%/yr for IBTO.

Performance

GENT vs. IBTO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Genter Capital Taxable Quality Intermediate ETF (GENT) and iShares iBonds Dec 2033 Term Treasury ETF (IBTO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, GENT achieves a 0.09% return, which is significantly higher than IBTO's -0.58% return.

GENT

• 1D: -0.15%
• 1M: 0.01%
• YTD: 0.09%
• 6M: 0.16%
• 1Y: 4.16%
• 3Y*: —
• 5Y*: —
• 10Y*: —

IBTO

• 1D: -0.21%
• 1M: -0.17%
• YTD: -0.58%
• 6M: -1.02%
• 1Y: 4.04%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

GENT vs. IBTO - Yearly Performance Comparison

	2026 (YTD)	2025	2024
GENT Genter Capital Taxable Quality Intermediate ETF	0.09%	7.03%	3.08%
IBTO iShares iBonds Dec 2033 Term Treasury ETF	-0.58%	8.23%	1.79%

Correlation

The correlation between GENT and IBTO is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.63
Correlation (All Time) Calculated using the full available price history since May 23, 2024	0.74

The correlation between GENT and IBTO shifts across timeframes, from 0.63 (1 year) to 0.74 (all time), reflecting how their relationship changes across market environments.

Return for Risk

GENT vs. IBTO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GENT

GENT Risk / Return Rank: 34
GENT Sharpe Ratio Rank: 31
GENT Sortino Ratio Rank: 30
GENT Omega Ratio Rank: 29
GENT Calmar Ratio Rank: 44
GENT Martin Ratio Rank: 38

IBTO

IBTO Risk / Return Rank: 25
IBTO Sharpe Ratio Rank: 26
IBTO Sortino Ratio Rank: 26
IBTO Omega Ratio Rank: 24
IBTO Calmar Ratio Rank: 24
IBTO Martin Ratio Rank: 25

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GENT vs. IBTO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Genter Capital Taxable Quality Intermediate ETF (GENT) and iShares iBonds Dec 2033 Term Treasury ETF (IBTO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	GENT	IBTO	Difference
Sharpe ratio Return per unit of total volatility	1.08	0.91	+0.17
Sortino ratio Return per unit of downside risk	1.60	1.38	+0.22
Omega ratio Gain probability vs. loss probability	1.19	1.16	+0.03
Calmar ratio Return relative to maximum drawdown	2.13	1.11	+1.02
Martin ratio Return relative to average drawdown	5.89	3.21	+2.68
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

GENT vs. IBTO - Sharpe Ratio Comparison

The current GENT Sharpe Ratio is 1.08, which is comparable to the IBTO Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of GENT and IBTO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	GENT	IBTO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.08	0.91	+0.17
Sharpe Ratio (All Time) Calculated using the full available price history	1.36	0.43	+0.93

Drawdowns

GENT vs. IBTO - Drawdown Comparison

The maximum GENT drawdown since its inception was -2.50%, smaller than the maximum IBTO drawdown of -8.36%. Use the drawdown chart below to compare losses from any high point for GENT and IBTO.

Drawdown Indicators

	GENT	IBTO	Difference
Max Drawdown Largest peak-to-trough decline	-2.50%	-8.36%	+5.86%
Max Drawdown (1Y) Largest decline over 1 year	-1.96%	-3.66%	+1.70%
Current Drawdown Current decline from peak	-1.20%	-2.63%	+1.43%
Average Drawdown Average peak-to-trough decline	-0.69%	-2.37%	+1.68%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.71%	1.26%	-0.55%

Volatility

GENT vs. IBTO - Volatility Comparison

The current volatility for Genter Capital Taxable Quality Intermediate ETF (GENT) is 0.90%, while iShares iBonds Dec 2033 Term Treasury ETF (IBTO) has a volatility of 1.32%. This indicates that GENT experiences smaller price fluctuations and is considered to be less risky than IBTO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	GENT	IBTO	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.90%	1.32%	-0.42%
Volatility (6M) Calculated over the trailing 6-month period	2.75%	3.02%	-0.27%
Volatility (1Y) Calculated over the trailing 1-year period	3.86%	4.46%	-0.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.71%	6.61%	-2.90%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.71%	6.61%	-2.90%

GENT vs. IBTO - Expense Ratio Comparison

GENT has a 0.38% expense ratio, which is higher than IBTO's 0.07% expense ratio.

Dividends

GENT vs. IBTO - Dividend Comparison

GENT's dividend yield for the trailing twelve months is around 4.18%, which matches IBTO's 4.15% yield.

Position	TTM	2025	2024	2023
GENT Genter Capital Taxable Quality Intermediate ETF	4.18%	4.26%	2.49%	0.00%
IBTO iShares iBonds Dec 2033 Term Treasury ETF	4.15%	4.05%	4.23%	1.66%

Frequently Asked Questions

Can I hold both GENT and IBTO in my portfolio?

GENT and IBTO have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, GENT or IBTO?

IBTO has higher volatility (1.32%) compared to GENT (0.90%). In terms of maximum drawdown, GENT dropped -2.50% vs IBTO's -8.36%.

Which ETF is better, GENT or IBTO?

On 1-year performance, GENT leads with 4.16% vs 4.04% for IBTO. On fees, IBTO is cheaper at 0.07% per year. On volatility, GENT has been the lower-risk option at 0.90%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, GENT or IBTO?

Over the 1-year period, GENT has performed better with a 4.16% return vs 4.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, GENT or IBTO?

IBTO is cheaper with a 0.07% expense ratio, compared with 0.38% for GENT.

Which ETF pays a higher dividend yield, GENT or IBTO?

GENT has the higher dividend yield at 4.18%, compared with 4.15% for IBTO.

What is the main difference between GENT and IBTO?

They also come from different issuers: Genter Capital and iShares. Their fees differ too: 0.38% for GENT and 0.07% for IBTO.

Which has better risk-adjusted returns?

GENT currently has the higher Sharpe Ratio (1.08 vs 0.91), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.