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GMO made investors more money ($1.0B) and had more funds that made money (88%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one bonds & cash fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · BONDS & CASH | GMO | BondBloxx |
|---|---|---|
| Funds in the category | 2 | 19 |
| Made money (W–L) | 1–1 | 12–7 |
| Win % | 50% | 63% |
| Money made | $855K | $63M |
| Typical return | +3.9% | +0.8% |
| Launches · 2026 | 0 | 0 |
| Assets | $59M | $8.8B |
| Fee per $100 | $0.22 | $0.14 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| GMOC | GMO Ultra-Short Income ETF | $30M | +3.9% ✓ |
| INVG | GMO Systematic Investment Grade Credit ETF | $29M | −0.9% ✕ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| XHLF | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF | $2.0B | +3.3% ✓ |
| XTEN | BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF | $1.4B | −2.5% ✕ |
| XEMD | BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF | $1.0B | +2.7% ✓ |
| XONE | BondBloxx Bloomberg One Year Target Duration US Treasury ETF | $858M | +2.9% ✓ |
| XSVN | BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF | $598M | −1.5% ✕ |
| XBB | BondBloxx BB Rated USD High Yield Corporate Bond ETF | $566M | +0.8% ✓ |
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.