IBTO vs. GENT
IBTO (iShares iBonds Dec 2033 Term Treasury ETF) and GENT (Genter Capital Taxable Quality Intermediate ETF) are both Intermediate Core Bond funds. IBTO is passively managed, while GENT is actively managed. Over the past year, IBTO returned 2.97% vs 3.51% for GENT. A 0.74 correlation means they provide meaningful diversification when combined. IBTO charges 0.07%/yr vs 0.38%/yr for GENT.
Performance
IBTO vs. GENT - Performance Comparison
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Returns By Period
In the year-to-date period, IBTO achieves a -0.53% return, which is significantly lower than GENT's 0.29% return.
IBTO
- 1D
- 0.10%
- 1M
- 0.47%
- YTD
- -0.53%
- 6M
- -0.45%
- 1Y
- 2.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GENT
- 1D
- 0.15%
- 1M
- 0.50%
- YTD
- 0.29%
- 6M
- 0.46%
- 1Y
- 3.51%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBTO vs. GENT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IBTO iShares iBonds Dec 2033 Term Treasury ETF | -0.53% | 8.23% | 1.69% |
GENT Genter Capital Taxable Quality Intermediate ETF | 0.29% | 7.03% | 3.03% |
Correlation
The correlation between IBTO and GENT is 0.64, 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 | 0.64 |
Correlation (All Time) Calculated using the full available price history since May 22, 2024 | 0.74 |
The correlation between IBTO and GENT has been stable across timeframes, ranging from 0.64 to 0.74 - a consistent structural relationship.
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Return for Risk
IBTO vs. GENT — Risk / Return Rank
IBTO
GENT
IBTO vs. GENT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2033 Term Treasury ETF (IBTO) and Genter Capital Taxable Quality Intermediate ETF (GENT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IBTO | GENT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.16 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.79 | -0.98 |
| Martin ratioReturn relative to average drawdown | 2.14 | 4.70 | -2.56 |
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Drawdowns
IBTO vs. GENT - Drawdown Comparison
The maximum IBTO drawdown since its inception was -8.36%, which is greater than GENT's maximum drawdown of -2.50%. Use the drawdown chart below to compare losses from any high point for IBTO and GENT.
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Drawdown Indicators
| IBTO | GENT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.36% | -2.50% | -5.86% |
Max Drawdown (1Y)Largest decline over 1 year | -3.66% | -1.96% | -1.70% |
Current DrawdownCurrent decline from peak | -2.59% | -1.01% | -1.58% |
Average DrawdownAverage peak-to-trough decline | -2.37% | -0.70% | -1.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.39% | 0.75% | +0.64% |
Volatility
IBTO vs. GENT - Volatility Comparison
The current volatility for iShares iBonds Dec 2033 Term Treasury ETF (IBTO) is 1.27%, while Genter Capital Taxable Quality Intermediate ETF (GENT) has a volatility of 1.34%. This indicates that IBTO experiences smaller price fluctuations and is considered to be less risky than GENT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBTO | GENT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.27% | 1.34% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 3.14% | 2.92% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.39% | 3.93% | +0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.59% | 3.76% | +2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.59% | 3.76% | +2.83% |
IBTO vs. GENT - Expense Ratio Comparison
IBTO has a 0.07% expense ratio, which is lower than GENT's 0.38% expense ratio.
Dividends
IBTO vs. GENT - Dividend Comparison
IBTO's dividend yield for the trailing twelve months is around 4.15%, which matches GENT's 4.17% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
GENT Genter Capital Taxable Quality Intermediate ETF | 4.17% | 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
IBTO and GENT have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
GENT has higher volatility (1.34%) compared to IBTO (1.27%). In terms of maximum drawdown, IBTO dropped -8.36% vs GENT's -2.50%.
On 1-year performance, GENT leads with 3.51% vs 2.97% for IBTO. On fees, IBTO is cheaper at 0.07% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, GENT has performed better with a 3.51% return vs 2.97%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBTO is cheaper with a 0.07% expense ratio, compared with 0.38% for GENT.
GENT has the higher dividend yield at 4.17%, compared with 4.15% for IBTO.
They also come from different issuers: iShares and Genter Capital. Their fees differ too: 0.07% for IBTO and 0.38% for GENT.
GENT currently has the higher Sharpe Ratio (0.90 vs 0.68), 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.
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