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GMOIGMO International Value ETF

Grow my money1y track recordRanked #1,233 of 2,998 in this goal

Seeks total return through investments in international value equities.

By GMO · Launched 2024

Annual Cost

0.60%

#3,235 of 5,861 · average

Fund Size

$457M

#1,663 of 5,861 · large

Return (1Y)Goal

+41.5%

Track Record

1 year

#3,817 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$14,205+42.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Active selection

Factor

Value

What it actually holds

By weight

Concentration

Top 10 holdings = 30.3% of fundwell diversified

TotalEnergies SE
3.6%
BHP Group Ltd
3.4%
Toronto-Dominion Bank/The
3.4%
GSK PLC
3.1%
BNP Paribas SA
3.1%
Banco Bilbao Vizcaya Argentaria SA
3.0%
Bank of Nova Scotia/The
3.0%
Rio Tinto PLC
2.8%
Novartis AG
2.6%
Equinor ASA
2.2%

Asset allocation

Stocks
98.6%
Other
1.1%
Cash
0.3%

By sector

Financial Services
37.3%
Industrials
11.2%
Healthcare
11.0%
Energy
9.3%
Consumer Cyclical
9.0%
Basic Materials
7.0%
Consumer Defensive
6.3%
Communication
3.8%
Other
5.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.1%Moderate

Year-on-year price swings

Max drawdown
-14.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return through investments in international value equities.
Strategy
Actively manages a portfolio primarily invested in securities traded in international equity markets, focusing on value companies of any market capitalization. Utilizes proprietary quantitative methods to identify equities with positive return potential relative to peers.
Inception date
October 28, 2024
Fund family
GMO

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Data updated on 2026-08-04