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GMOD vs EAOR

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

GMOD

GMO Dynamic Allocation ETF

Annual cost

0.01%

Fund size

$39M

EAOR

iShares ESG Aware 60/40 Balanced Allocation ETF

Annual cost

0.18%

Fund size

$32M

Key differences

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

  • GMOD is an alternative fund, while EAOR is a mixed asset fund. They carry different risk/return profiles.
  • GMOD follows a tactical allocation strategy; EAOR uses active selection.
  • GMOD costs 0.17% less per year.
  • EAOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

GMODEAOR
Annual cost (TER)0.01%0.18%
Fund size (AUM)$39M$32M
Since20252020
Dividend yield2.34%
Asset classalternativemixed asset
Regionnorth america
Strategytactical allocationactive selection
CAGR 1YN/A+17.7%
CAGR 3YN/A+13.7%
CAGR 5YN/A+6.3%
Sharpe 3YN/A1.02
Volatility 1Y8.99%
Max drawdown-6.50%-22.91%

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

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