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GMOD vs EAOM

GMO Dynamic Allocation ETF vs iShares ESG Aware 40/60 Moderate Allocation ETF

GMOD

GMO Dynamic Allocation ETF

Annual cost

0.01%

Fund size

$39M

EAOM

iShares ESG Aware 40/60 Moderate Allocation ETF

Annual cost

0.18%

Fund size

$9M

Key differences

GMOD is an alternative ETF, while EAOM is a mixed asset ETF. GMOD charges 0.01% a year and EAOM 0.18%.

  • GMOD is an alternative fund, while EAOM is a mixed asset fund. They carry different risk/return profiles.
  • GMOD follows a tactical allocation strategy; EAOM uses active selection.
  • GMOD costs 0.17% less per year.
  • GMOD is much larger than EAOM. Larger funds are usually more liquid and less likely to close.
  • EAOM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GMODEAOM
Annual cost (TER)0.01%0.18%
Fund size (AUM)$39M$9M
Since20252020
Dividend yield2.78%
Asset classalternativemixed asset
Regionnorth america
Strategytactical allocationactive selection
CAGR 1YN/A+13.4%
CAGR 3YN/A+10.5%
CAGR 5YN/A+4.2%
Sharpe 3YN/A0.90
Volatility 1Y6.76%
Max drawdown-6.50%-20.73%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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