GMOI vs NUBD
Comparison between GMO INTERNATIONAL VALUE ETF (GMOI, ETF) and NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD, ETF).
GMOI vs NUBD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
GMOI
$457M
Winner
NUBD
$458M
Expense Ratio
GMOI
0.60%
Winner
NUBD
0.12%
Max Drawdown
Winner
GMOI
14.67%
NUBD
24.85%
Sharpe Ratio
Winner
GMOI
2.20
NUBD
-0.07
5Y Beta
GMOI
0.61
Winner
NUBD
0.03
5Y Dividends CAGR
GMOI
N/A
NUBD
9.51%
GMOI vs NUBD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GMOI
+3.23%
NUBD
-0.37%
3M
Winner
GMOI
+5.26%
NUBD
-0.61%
6M
Winner
GMOI
+12.70%
NUBD
-0.28%
1Y
Winner
GMOI
+37.05%
NUBD
+3.23%
5Y(CAGR)
GMOI
N/A
NUBD
-0.37%
10Y(CAGR)
GMOI
N/A
NUBD
+1.41%
Max(CAGR)
Winner
GMOI
+32.11%
NUBD
+1.41%
GMOI vs NUBD - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | GMOI | NUBD |
|---|---|---|
| 2026 | +14.97% | -0.19% |
| 2025 | +46.15% | +6.82% |
| 2024 | -4.57% | +1.76% |
| 2023 | N/A | +5.01% |
| 2022 | N/A | -12.33% |
| 2021 | N/A | -2.19% |
| 2020 | N/A | +6.94% |
| 2019 | N/A | +8.00% |
| 2018 | N/A | +0.57% |
| 2017 | N/A | +0.26% |
GMOI vs NUBD Drawdown Comparison
The maximum drawdown for GMOI was -14.67%, occurring on Apr 8, 2025. Recovery took 37 trading sessions.
The maximum drawdown for NUBD was -19.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current NUBD drawdown is -4.31%.
| Rank | GMOI | NUBD |
|---|---|---|
| #1 | -14.67% Mar 19, 2025 - May 12, 2025 | -19.46% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -8.36% Feb 25, 2026 - May 6, 2026 | -7.28% Mar 9, 2020 - Apr 15, 2020 |
| #3 | -6.35% Nov 7, 2024 - Jan 30, 2025 | -2.73% Dec 15, 2017 - Dec 28, 2018 |
| #4 | -4.31% Nov 12, 2025 - Nov 28, 2025 | -1.98% Sep 4, 2019 - Oct 4, 2019 |
| #5 | -4.15% Jul 23, 2025 - Aug 12, 2025 | -1.50% Oct 4, 2019 - Jan 21, 2020 |
| #6 | -3.53% Oct 6, 2025 - Oct 27, 2025 | -0.97% Apr 16, 2020 - May 29, 2020 |
| #7 | -3.18% Jun 16, 2026 - Jul 6, 2026 | -0.69% Jun 1, 2020 - Jun 10, 2020 |
| #8 | -2.60% Mar 7, 2025 - Mar 17, 2025 | -0.67% Jul 3, 2019 - Aug 1, 2019 |
| #9 | -2.43% May 26, 2026 - Jun 12, 2026 | -0.63% Mar 27, 2019 - May 7, 2019 |
| #10 | -2.41% Jun 12, 2025 - Jun 27, 2025 | -0.61% Oct 16, 2017 - Dec 15, 2017 |
| #11 | -2.34% Jan 30, 2025 - Feb 5, 2025 | -0.54% Feb 3, 2020 - Feb 18, 2020 |
| #12 | -2.32% Jul 10, 2025 - Jul 23, 2025 | -0.49% Jan 3, 2019 - Jan 30, 2019 |
| #13 | -2.04% Oct 27, 2025 - Nov 10, 2025 | -0.34% Oct 3, 2017 - Oct 16, 2017 |
| #14 | -1.71% Aug 22, 2025 - Sep 11, 2025 | -0.33% Feb 26, 2019 - Mar 7, 2019 |
| #15 | -1.52% May 6, 2026 - May 13, 2026 | -0.31% Jun 15, 2020 - Jun 26, 2020 |
Correlation
Correlation between GMOI and NUBD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2017 - 2026)
GMOI vs NUBD dividend yield comparison.
| Year | GMOI | NUBD |
|---|---|---|
| 2026 | 0.39% | 2.01% |
| 2025 | 2.74% | 3.90% |
| 2024 | 0.54% | 3.51% |
| 2023 | 0.00% | 2.99% |
| 2022 | 0.00% | 2.83% |
| 2021 | 0.00% | 2.05% |
| 2020 | 0.00% | 2.21% |
| 2019 | 0.00% | 2.66% |
| 2018 | 0.00% | 3.08% |
| 2017 | 0.00% | 0.58% |
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