GMO ETFs: record by period

Record

8 funds with a full year

GMO’s 1-Year Record

8 of 8 Made Money0 lostGMO typical +21.1% · All ETFs +7.8%

Made money · 8

More than 30%2BestGMOI+33.6%

20–30%2

10–20%2

5–10%0

0–5%2

Lost money · 0

0–5%0

5–10%0

More than 10%0

GMO ETFs · past-year returns · 8 funds with a full year · as of Nov 5, 2026

GMO’s Returns by Bucket

BucketYTD1YMoney made

US stocks2 funds · $5.5B+17.4%+21.3%$965M

International3 funds · $2.4B+18.7%+26.9%$202M

Unsorted2 funds · $203M+18.8%+21.0%$35.0M

Bonds & cash2 funds · $59.0M+1.7%+2.5%$1.4M

Thematic1 fund · $54.0M[…][…][…]

GMO ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 5, 2026

GMO’s Best ETFs

YTD

+24.8%GMOV, US Value, led GMO

1GMOVUS Value+24.8%

2GMOIInternational Value+23.2%

3DRESDomestic Resilience+21.8%

4QLTYUS Quality+17.2%

5GMODDynamic Allocation+10.1%

6QLTIInternational Quality+7.6%

7GMOCUltra-Short Income+3.5%

GMO ETFs · year-to-date returns · as of Nov 5, 2026

GMO’s Worst ETFs

YTD

−0.2%INVG, Systematic Investment Grade Credit

1INVGSystematic Investment Grade Credit−0.2%

GMO ETFs · year-to-date returns · as of Nov 5, 2026

GMO’s ETF Returns

YTD

7–1up · down this year
of 8 funds that traded Jan 1

Funds per 5-point band of YTD return (%). 2 are 2026 launches.

Typical+13.6%

BestGMOV +24.8%

WorstINVG −0.2%

GMO ETFs · year-to-date returns · as of Nov 5, 2026

Top 8 GMO ETFs

GMOI+33.6%

GMOV+32.3%

DRES+23.7%

QLTY+21.1%

GMOD+13.0%

QLTI+10.7%

GMOC+4.3%

INVG+0.5%

Best first · dashed line = GMO typical +21.1%

GMO ETFs · past-year returns · as of Nov 5, 2026

GMO’s Money Made

$1.2Bmade by the 8 largest · 100% of $1.2B

GMO ETFs · past-year money made · as of Nov 5, 2026 · estimate: AUM × return

GMO’s Best and Worst ETFs

Best 5 of 8

GMOIInternational Value+33.6%

GMOVUS Value+32.3%

DRESDomestic Resilience+23.7%

QLTYUS Quality+21.1%

GMODDynamic Allocation+13.0%

Worst 3 of 8

INVGSystematic Investment Grade Credit+0.5%

GMOCUltra-Short Income+4.3%

QLTIInternational Quality+10.7%

End-of-day Nov 5, 2026 · funds with a full year

GMO’s Record by Bucket

US stocks2 of 2

International2 of 2

Unsorted2 of 2

Bonds & cash2 of 2

GMO ETFs · past-year returns · as of Nov 5, 2026

Money Made by ETF Issuers

$1.66Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$488B

2iShares$435B

3SPDR$237B

4Invesco$102B

5Schwab$92.2B

End-of-day Nov 5, 2026

GMO’s Losing ETFs

0funds lost money

GMO ETFs · past-year returns · as of Nov 5, 2026 · worst first

GMO’s Newest ETFs

2funds not in the record yet

First 1Y onFunds

Jul 14, 2027KWH

Oct 20, 2027GMIE

A fund joins Win % and typical return once it has a full year of prices.

GMO ETFs · launched in the past year · as of Nov 5, 2026

GGMO

Record

GMO