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GMOLarge ValueGMOV · NYSE Arca

GMO US Value ETF (GMOV)

Price
$32.83
11 Sept 2026
Assets
$107.1M
Total net assets
Expense ratio
0.50%
Category 0.85%
Yield
1.81%
Trailing distributions
3Y CAGR
Category 17.9%
5Y CAGR
Category 11.5%
Loading NAV history…
GMO US Value ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+2.0%+8.5%+18.9%+20.7%+25.7%+18.3%
Large Value average-1.1%3.4%13.6%15.6%20.2%17.9%11.5%12.3%12.8%
Difference+3.1%+5.1%+5.3%+5.1%+5.5%+5.5%

Holdings

The 10 largest positions make up 31.8% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
MSFTMicrosoft Corp6.58%
METAMeta Platforms Inc Class A5.26%
XOMExxonMobil Holdings Corp3.71%
MRKMerck & Co Inc2.82%
JPMJPMorgan Chase & Co2.55%
VZVerizon Communications Inc2.47%
PFEPfizer Inc2.20%
JNJJohnson & Johnson2.14%
BACBank of America Corp2.05%
BMYBristol-Myers Squibb Co2.00%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
15.6
P/B
2.4
P/S
1.3
P/CF
9.4

Sector allocation

Share of the equity the fund holds.

24.9%Financial services11 sectors
  1. Financial services24.9%
  2. Health care17.4%
  3. Technology13.5%
  4. Communication services11.2%
  5. Energy10.0%
  6. Consumer discretionary8.6%
  7. Consumer staples8.4%
  8. Industrials4.4%
  9. Materials0.9%
  10. Real estate0.6%
  11. Utilities0.2%

Asset mix

  • Stocks99.3%
  • Cash0.7%

ETF details

Issuer
GMO
Category
Equity · Large Value
Ticker
GMOV
Exchange
NYSE Arca
Inception
28 Oct 2024 (1.9 years)
Structure
Exchange Traded Fund
Expense ratio
0.50% (category 0.85%)
Holdings turnover
22% (category 57%)
Distribution yield
1.81%
Beta, 3 years
0.00
Total net assets
$107.1M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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