PortfoliosLab logoPortfoliosLab logo
GMOI vs. IDEV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GMOI vs. IDEV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GMO International Value ETF (GMOI) and iShares Core MSCI International Developed Markets ETF (IDEV). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, GMOI achieves a 13.97% return, which is significantly higher than IDEV's 6.97% return.


GMOI

1D
0.82%
1M
2.57%
YTD
13.97%
6M
17.28%
1Y
37.64%
3Y*
5Y*
10Y*

IDEV

1D
-2.57%
1M
-2.22%
YTD
6.97%
6M
9.19%
1Y
20.54%
3Y*
16.58%
5Y*
8.09%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GMOI vs. IDEV - Yearly Performance Comparison


2026 (YTD)20252024
GMOI
GMO International Value ETF
13.97%45.64%-4.57%
IDEV
iShares Core MSCI International Developed Markets ETF
6.97%32.56%-3.89%

Correlation

The correlation between GMOI and IDEV is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.91

Correlation (All Time)
Calculated using the full available price history since Oct 30, 2024

0.90

The correlation between GMOI and IDEV has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

GMOI vs. IDEV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GMOI
GMOI Risk / Return Rank: 8686
Overall Rank
GMOI Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
GMOI Sortino Ratio Rank: 8888
Sortino Ratio Rank
GMOI Omega Ratio Rank: 8585
Omega Ratio Rank
GMOI Calmar Ratio Rank: 8484
Calmar Ratio Rank
GMOI Martin Ratio Rank: 8686
Martin Ratio Rank

IDEV
IDEV Risk / Return Rank: 4141
Overall Rank
IDEV Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
IDEV Sortino Ratio Rank: 4040
Sortino Ratio Rank
IDEV Omega Ratio Rank: 4040
Omega Ratio Rank
IDEV Calmar Ratio Rank: 3838
Calmar Ratio Rank
IDEV Martin Ratio Rank: 4545
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GMOI vs. IDEV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GMO International Value ETF (GMOI) and iShares Core MSCI International Developed Markets ETF (IDEV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


GMOIIDEVDifference
Sharpe ratioReturn per unit of total volatility

+1.48

Sortino ratioReturn per unit of downside risk

+1.95

Omega ratioGain probability vs. loss probability

1.51

1.25

+0.25

Calmar ratioReturn relative to maximum drawdown

4.52

1.84

+2.68

Martin ratioReturn relative to average drawdown

17.89

7.21

+10.68

GMOI vs. IDEV - Sharpe Ratio Comparison

The current GMOI Sharpe Ratio is 2.88, which is higher than the IDEV Sharpe Ratio of 1.40. The chart below compares the historical Sharpe Ratios of GMOI and IDEV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


GMOIIDEVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.88

1.40

+1.48

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

Sharpe Ratio (All Time)

Calculated using the full available price history

2.17

0.53

+1.63

Drawdowns

GMOI vs. IDEV - Drawdown Comparison

The maximum GMOI drawdown since its inception was -14.67%, smaller than the maximum IDEV drawdown of -34.77%. Use the drawdown chart below to compare losses from any high point for GMOI and IDEV.


Loading charts...

Drawdown Indicators


GMOIIDEVDifference

Max Drawdown

Largest peak-to-trough decline

-14.67%

-34.77%

+20.10%

Max Drawdown (1Y)

Largest decline over 1 year

-8.36%

-11.20%

+2.84%

Max Drawdown (3Y)

Largest decline over 3 years

-13.41%

Max Drawdown (5Y)

Largest decline over 5 years

-29.15%

Current Drawdown

Current decline from peak

-0.18%

-2.76%

+2.58%

Average Drawdown

Average peak-to-trough decline

-1.70%

-6.56%

+4.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.11%

2.86%

-0.75%

Volatility

GMOI vs. IDEV - Volatility Comparison

The current volatility for GMO International Value ETF (GMOI) is 3.88%, while iShares Core MSCI International Developed Markets ETF (IDEV) has a volatility of 4.63%. This indicates that GMOI experiences smaller price fluctuations and is considered to be less risky than IDEV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


GMOIIDEVDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.88%

4.63%

-0.75%

Volatility (6M)

Calculated over the trailing 6-month period

10.29%

12.40%

-2.11%

Volatility (1Y)

Calculated over the trailing 1-year period

13.15%

14.74%

-1.59%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.58%

16.29%

-0.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.58%

17.28%

-1.70%

GMOI vs. IDEV - Expense Ratio Comparison

GMOI has a 0.60% expense ratio, which is higher than IDEV's 0.05% expense ratio.


Dividends

GMOI vs. IDEV - Dividend Comparison

GMOI's dividend yield for the trailing twelve months is around 2.40%, less than IDEV's 3.18% yield.


PositionTTM202520242023202220212020201920182017
GMOI
GMO International Value ETF
2.40%2.74%0.54%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
IDEV
iShares Core MSCI International Developed Markets ETF
3.18%3.40%3.30%3.07%2.69%3.05%2.00%3.18%3.16%1.54%

Frequently Asked Questions


With a correlation of 0.91, GMOI and IDEV move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

IDEV has higher volatility (4.63%) compared to GMOI (3.88%). In terms of maximum drawdown, GMOI dropped -14.67% vs IDEV's -34.77%.

On 1-year performance, GMOI leads with 37.64% vs 20.54% for IDEV. On fees, IDEV is cheaper at 0.05% per year. On volatility, GMOI has been the lower-risk option at 3.88%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, GMOI has performed better with a 37.64% return vs 20.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IDEV is cheaper with a 0.05% expense ratio, compared with 0.60% for GMOI.

IDEV has the higher dividend yield at 3.18%, compared with 2.40% for GMOI.

GMOI tracks MSCI World ex USA Value, while IDEV tracks MSCI World ex USA Investable Market Index. They also come from different issuers: GMO and iShares. Their fees differ too: 0.60% for GMOI and 0.05% for IDEV.

GMOI currently has the higher Sharpe Ratio (2.88 vs 1.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for GMOI and IDEV

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer