GMO Beyond China ETF

Frequently Asked Questions About BCHI

What does BCHI invest in?

The GMO Beyond China ETF seeks to deliver total return by investing primarily in equities of companies GMO believes are positioned to benefit, directly or indirectly, from the expected trend of companies diversifying their supply chains. We believe this secular trend is an attractive investment opportunity driven by a combination of increasing labor costs in China, increasing geopolitical tensions, and increasing focus on supply chain diversification. The GMO Beyond China ETF will primarily invest in emerging market equities with the exception of Chinese securities. GMO uses a combination of proprietary quantitative and fundamental investment methods to identify emerging market equities that are well positioned to benefit from the expected trend of nearshoring. In addition, GMO will use investment methods that focus on growth, quality, valuation, and other drivers of fundamentals to further identify attractive securities.

What is the expense ratio of BCHI?

GMO Beyond China ETF (BCHI) charges an expense ratio of 0.65%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BCHI?

GMO Beyond China ETF (BCHI) manages $18.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is BCHI actively managed or an index fund?

BCHI's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BCHI launched?

GMO Beyond China ETF (BCHI) launched in February 2025 and is managed by GMO.

How has BCHI performed?

BCHI's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.