GMOI

GMO International Value ETF

GMO International Value ETF seeks to achieve long-term capital appreciation by investing primarily in non-U.S. companies that are believed to be undervalued relative to their intrinsic value.


International

EQUITY

Active

MANAGEMENT STYLE

219.2 M

ASSETS UNDER MGMT

60 bp

EXPENSES
Fund Basics
Fund sponsorGMO
CategoryInternational
Asset classEquity
Websitelink...
Inception dateOct 28, 2024
Assets (mns)$0
Expense ratio60 bp
Fund Structure
RegulationOpen-Ended Fund
Distributions
Taxation1099
Derivatives-basedNo
Options availableNo
Currency hedgedNo
Fund of fundsNo
Historical Performance


Standardized Performance (as of 11/30/2025)
 YTD1 YR2 YR3 YR5 YR10 YR20 YRIncep.
Price Returns 37.0% 33.1% -- -- -- -- -- 27.5%
Dividend Yield 2.5% 2.5% -- -- -- -- -- 2.2%
Total Returns 39.5% 35.5% -- -- -- -- -- 29.7%
Ann. Volatility 16.6% 16.3% -- -- -- -- -- 16.2%
Market Correlations
versus...BetaR-squared
S&P 5000.6053%
MSCI EAFE0.9289%
MSCI Emg Mkts0.7058%
Liquidity Measures
Avg. volume (000)39
ADV traded (mns)$1
Turnover0.6%
Avg. Bid/Ask (% of price)0.14%
Technical Indicators
30d moving avg. (EMA)$31.96
Relative strength (RSI)64
MACD/Signal0.37/0.28
Bollinger Bands (Upper/Lower)$33.15/$31.10
Short interest (% of AUM)0.9%
Distributions
Assets Under Management (mns)

Money Flows (mns)

Short Interest (as % of shares outstanding)

Long Money Flows (mns)

Bid/Ask Spreads
14 bp
AVG SPREAD
6 — 21 bp
RANGE
Spreads data based on the average National Best Bid & Offer (NBBO) found in observations at various times each trading day, for up to three months. Tick data supplied by NASDAQ.
Total Cost of Ownership EXPENSES    AVG SPREAD
74 bp
GMOI
98 bp
PEER AVG