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GENT vs ITDC

Comparison between GENTER CAPITAL TAXABLE QUALITY INTERMEDIATE ETF (GENT, ETF) and ISHARES LIFEPATH TARGET DATE 2035 ETF (ITDC, ETF).

GENT vs ITDC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
GENT
$92M
ITDC
$92M
Expense Ratio
GENT
0.38%
Winner
ITDC
0.10%
Max Drawdown
Winner
GENT
4.01%
ITDC
11.88%
Sharpe Ratio
GENT
-0.07
Winner
ITDC
1.42
5Y Beta
Winner
GENT
0.00
ITDC
0.58

GENT vs ITDC - Historical Returns

Returns include dividend reinvestment.

1M
GENT
-0.24%
Winner
ITDC
+0.57%
3M
GENT
-1.16%
Winner
ITDC
+4.00%
6M
GENT
+0.16%
Winner
ITDC
+6.28%
1Y
GENT
+3.55%
Winner
ITDC
+17.48%
Max(CAGR)
GENT
+4.86%
Winner
ITDC
+17.89%

GENT vs ITDC - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearGENTITDC
2026-0.15%+5.46%
2025+7.00%+16.25%
2024+3.08%+12.15%
2023N/A+12.40%

GENT vs ITDC Drawdown Comparison

The maximum drawdown for GENT was -2.50%, occurring on Jan 14, 2025. Recovery took 114 trading sessions.

The maximum drawdown for ITDC was -10.39%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.

The current GENT drawdown is -1.45%. The current ITDC drawdown is -2.19%.

RankGENTITDC
#1-2.50%
Sep 16, 2024 - Mar 3, 2025
-10.39%
Feb 20, 2025 - May 15, 2025
#2-1.96%
Feb 27, 2026 - Mar 26, 2026
-6.63%
Feb 25, 2026 - Apr 17, 2026
#3-1.69%
Apr 3, 2025 - Jun 4, 2025
-4.53%
Jul 16, 2024 - Aug 19, 2024
#4-1.19%
Nov 25, 2025 - Feb 10, 2026
-4.51%
Dec 6, 2024 - Feb 13, 2025
#5-1.00%
Oct 27, 2025 - Nov 25, 2025
-4.33%
Mar 28, 2024 - May 14, 2024
#6-0.89%
Jun 6, 2024 - Jun 18, 2024
-3.28%
Oct 27, 2025 - Dec 11, 2025
#7-0.86%
Sep 22, 2025 - Oct 13, 2025
-2.37%
Sep 26, 2024 - Nov 7, 2024
#8-0.86%
Feb 10, 2026 - Feb 24, 2026
-2.22%
Aug 23, 2024 - Sep 13, 2024
#9-0.74%
Aug 2, 2024 - Aug 20, 2024
-2.19%
Jun 2, 2026 - Jun 5, 2026
#10-0.68%
Jun 30, 2025 - Aug 1, 2025
-2.15%
Dec 27, 2023 - Jan 29, 2024
#11-0.63%
Jun 4, 2025 - Jun 12, 2025
-1.90%
Oct 8, 2025 - Oct 20, 2025
#12-0.52%
Aug 27, 2025 - Sep 4, 2025
-1.88%
Nov 7, 2024 - Nov 26, 2024
#13-0.50%
May 22, 2024 - May 31, 2024
-1.86%
Oct 24, 2023 - Nov 1, 2023
#14-0.48%
Jun 18, 2024 - Jul 5, 2024
-1.82%
May 14, 2026 - May 26, 2026
#15-0.47%
Mar 10, 2025 - Mar 19, 2025
-1.66%
May 15, 2024 - Jun 5, 2024

Correlation

Correlation between GENT and ITDC is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2023 - 2026)

GENT vs ITDC dividend yield comparison.

YearGENTITDC
20261.66%0.00%
20254.26%2.02%
20242.49%1.93%
20230.00%0.84%

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