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Upturn AI Summary
GMO Beyond China ETF(BCHI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BCHI
10/02/2026: BCHI (1-star) is currently NOT-A-BUY. Pass it for now.
The GMO Beyond China ETF (BCHI) provides investors with diversified exposure to international equity markets while explicitly excluding companies with significant ties to China. It achieves this through an active, valuation-driven management approach managed by the experienced team at GMO. Its primary strength lies in its ability to mitigate China-related geopolitical and regulatory risks, making it a specialized tool for risk-managed global portfolios. Investors should be aware that the fund carries inherent international market risks and higher expense ratios compared to passive alternatives. BCHI is well-suited for long-term investors who prioritize risk mitigation and a disciplined, fundamental selection process over broad, low-cost index tracking.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund focuses on value-driven selection rather than pure-play growth, which may limit upside in tech-heavy growth markets. |
| Momentum investor | Weak fit | The valuation-based strategy often contradicts momentum signals that favor trending high-growth assets. |
| Value investor | Strong fit | GMO's core competency lies in identifying undervalued international securities, aligning well with value-oriented goals. |
| Dividend/Income investor | Mixed fit | While many international firms pay dividends, the primary goal is capital appreciation rather than income generation. |
| Low-risk investor | Mixed fit | While it avoids China-specific volatility, it remains exposed to broad international equity market risks. |
Investor Profile
Ideal Investor Profile
Investors concerned about geopolitical or economic exposure to China who still seek diversified international equity growth.
Suitability
Best for long-term investors looking for a strategic 'ex-China' component in their global equity portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | International equities inherently carry currency and local market volatility. |
| Market risk | Medium / high | The fund is fully invested in equities, which fluctuate with global economic conditions. |
| Concentration | Medium | By explicitly excluding China, the fund may be underweight in certain global sectors prevalent in that region. |
| Tracking/expense | Low | Active management costs are higher than passive index funds but remain transparent. |
| Liquidity | Medium | Lower volumes compared to mega-cap ETFs could lead to wider spreads during volatility. |
| Business/sector quality | Medium | The focus on valuation requires the management team to correctly identify high-quality, undervalued firms. |
Risk Analysis
Volatility
Exhibits volatility characteristic of international developed and emerging markets, with risks driven by currency fluctuations and global economic cycles.
Market Risk
Subject to systematic risks associated with international equity markets and specific risks related to the exclusion of one of the world's largest economies.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | Developed Markets (ex-China) | 65 | Provides stable exposure to established economies in North America, Europe, and developed Asia. |
| Geography | Emerging Markets (ex-China) | 30 | Offers growth potential from non-Chinese emerging market economies. |
| Cash/collateral | Cash and Equivalents | 5 | Maintains liquidity for operational needs and portfolio rebalancing. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type ETF | Historic Profit 36.62% | Avg. Invested days 135 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $12.85M |
| Issuer | GMO |
| Distribution Yield | 2.48% |
| Inception | Feb 12, 2025 |
Performance
| Period | Total Return |
|---|---|
| YTD | +9.89% |
| 1 Year | +22.07% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 28.27% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 39.09% |
| Large Cap | 32.35% |
| Mid Cap | 17.91% |
| Small Cap | 4.92% |
| Micro Cap | 0.61% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 40.20% |
| Financial Services | 15.30% |
| Industrials | 14.64% |
| Consumer Cyclicals | 12.40% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 12.13x |
| Portfolio P/B | 2.03x |
| Portfolio P/S | 1.81x |
Top Holdings
| Holding | Weight |
|---|---|
| Taiwan Semiconductor Manufacturing | 12.00% |
| Samsung Electronics | 11.16% |
| MediaTek | 3.57% |
| Delta Electronics | 3.29% |
| Krung Thai Bank Public | 2.85% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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