XPND vs GMOC

Comparison between FIRST TRUST EXPANDED TECHNOLOGY ETF (XPND, ETF) and GMO ULTRA-SHORT INCOME ETF (GMOC, ETF).

XPND vs GMOC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XPND(ETF)	GMOC(ETF)
Net Assets	$42M	$42M
Expense Ratio	0.65%	0.20%
Max Drawdown	38.10%	0.44%
Sharpe Ratio	0.61	0.51
5Y Beta	1.26	0.00
P/E Ratio	41.44	N/A
Forward P/E	28.19	N/A
PEG Ratio	0.82	N/A
5Y EPS CAGR	24.83%	N/A
Debt to Equity	54.42%	N/A
P/S Ratio	10.10	N/A
P/B Ratio	13.09	N/A

Net Assets

XPND

$42M

Winner

GMOC

$42M

Expense Ratio

XPND

0.65%

Winner

GMOC

0.20%

Max Drawdown

XPND

38.10%

Winner

GMOC

0.44%

Sharpe Ratio

Winner

XPND

0.61

GMOC

0.51

5Y Beta

XPND

1.26

Winner

GMOC

0.00

P/E Ratio

XPND

41.44

GMOC

N/A

Forward P/E

XPND

28.19

GMOC

N/A

PEG Ratio

XPND

0.82

GMOC

N/A

5Y EPS CAGR

XPND

24.83%

GMOC

N/A

Debt to Equity

XPND

54.42%

GMOC

N/A

P/S Ratio

XPND

10.10

GMOC

N/A

P/B Ratio

XPND

13.09

GMOC

N/A

XPND vs GMOC - Historical Returns

Returns include dividend reinvestment.

Period	XPND	GMOC
1 month	-5.96%	+0.36%
3 months	+5.53%	+1.06%
6 months	+10.92%	+2.01%
1 year	+14.59%	N/A
5 years(CAGR)	+13.17%	N/A
Max(CAGR)	+14.12%	+4.07%

XPND

-5.96%

Winner

GMOC

+0.36%

Winner

XPND

+5.53%

GMOC

+1.06%

Winner

XPND

+10.92%

GMOC

+2.01%

XPND

+14.59%

GMOC

N/A

5Y(CAGR)

XPND

+13.17%

GMOC

N/A

Max(CAGR)

Winner

XPND

+14.12%

GMOC

+4.07%

XPND vs GMOC - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	XPND	GMOC
2026	+8.43%	+2.14%
2025	+18.69%	+0.76%
2024	+32.27%	N/A
2023	+46.83%	N/A
2022	-29.70%	N/A
2021	+15.05%	N/A

XPND vs GMOC Drawdown Comparison

The maximum drawdown for XPND was -38.00%, occurring on Oct 14, 2022. Recovery took 496 trading sessions.

The maximum drawdown for GMOC was -0.13%, occurring on Nov 10, 2025. Recovery took 9 trading sessions.

The current XPND drawdown is -8.20%. The current GMOC drawdown is -0.01%.

Rank	XPND	GMOC
#1	-38.00% Dec 27, 2021 - Dec 15, 2023	-0.13% Nov 7, 2025 - Nov 20, 2025
#2	-23.37% Feb 19, 2025 - Jun 25, 2025	-0.09% Jul 16, 2026 - Jul 20, 2026
#3	-17.37% Oct 28, 2025 - May 8, 2026	-0.08% Oct 28, 2025 - Nov 4, 2025
#4	-12.65% Jul 10, 2024 - Oct 8, 2024	-0.07% Apr 20, 2026 - Apr 22, 2026
#5	-9.79% Jun 2, 2026 - Jul 20, 2026	-0.06% Apr 9, 2026 - Apr 15, 2026
#6	-9.24% Aug 30, 2021 - Nov 2, 2021	-0.05% May 15, 2026 - May 20, 2026
#7	-8.41% Mar 7, 2024 - May 20, 2024	-0.05% Jul 10, 2026 - Jul 16, 2026
#8	-5.95% Dec 16, 2024 - Jan 22, 2025	-0.04% Jun 17, 2026 - Jun 24, 2026
#9	-5.83% Nov 19, 2021 - Dec 27, 2021	-0.04% May 21, 2026 - May 27, 2026
#10	-3.86% Dec 19, 2023 - Jan 11, 2024	-0.03% Feb 3, 2026 - Feb 6, 2026
#11	-3.80% Feb 9, 2024 - Feb 29, 2024	-0.03% Jun 8, 2026 - Jun 10, 2026
#12	-3.77% Oct 8, 2025 - Oct 24, 2025	-0.03% Jul 7, 2026 - Jul 9, 2026
#13	-3.77% Jan 23, 2025 - Feb 5, 2025	-0.03% Apr 28, 2026 - Apr 30, 2026
#14	-3.53% Oct 14, 2024 - Nov 6, 2024	-0.03% Feb 27, 2026 - Mar 4, 2026
#15	-3.40% Nov 12, 2024 - Dec 4, 2024	-0.03% Jun 2, 2026 - Jun 8, 2026