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GDMA
+3.25 · +8.67%
$40.66 · BATS

Alpha Architect Gdsdn Dynmc Mlt-Asst ETF (GDMA) ETF Analysis | Global Moderately Conservative Allocation

Gadsden · USA
AUM:$202.0M
#– of – in Global Moderately Conservative Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 36.4% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 1.26% — above average for this category.

What is GDMA?

The fund is an actively-managed ETF that seeks to achieve its investment objective by investing in asset classes that the fund's portfolio managers believe offer the most attractive combined risk/return opportunities. The term asset classes generally includes, among others, U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
GDMA delivered 36.4% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 1.26% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 73.5% of the ETF — significant weight in a small number of names.
ETF Information
AUM$202.0M
Expense Ratio1.26%
Dividend Yield2.58%
Holdings32
Inception DateNov 2018
Domicile–
Distribution–
Index–
ProviderGadsden
Beta0.42
CategoryGlobal Moderately Conservative Allocation
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.5%
1Y
+20.6%
3Y
+56.0%
5Y
+48.4%
OpenBook InsightIf you had invested £10,000 in GDMA 5 years ago, it would have grown to £14,839 — a gain of £4,839.

Annual Returns

Calendar year performance

GDMA delivered positive returns in 4 of the last 5 calendar years.
YearGDMA
2026 YTD+8.5%
2025+25.0%
2024+7.8%
2023+1.7%
2022-2.8%
CAGR 4yr+7.4%
4/5 positive yearsAvg return: +8.0%Worst year: -2.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
9.7%
Low
Momentum
+1.6%
30-day change
Support Level
42.33
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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