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GVAL

GradeBChicago Board Options Exchange

Cambria Global Value ETF

Active Equity · Cambria Funds · Inception 2014-03-12 · SEC filings

$38.84−0.67 (−1.68%)

As of Sep 23, 2026, 3:01 PM EDT

Intraday session: down, 48 prints from 39.51 to 38.84. Range 38.69 to 39.22. Use the arrow keys to read each point.$39.00$39.2010 AM12 PM2 PM4 PM
Expense ratio
0.66%
Fund size
$581M
1Y return
+38.3%
Yield · Last 12 months
2.38%
Holdings
114
Volume · 30D
0.2M sh
NAV per share
$38.85
52W range
low $28.50high $39.87

The ETF.net GVAL Grade

B

67/ 100

Rank 3 of 15 in Global Active Value

Confidence Low

Six-pillar profile for GVAL. Scores out of 100: Cost 71, Risk 58, Mission not scored, Tradability 65, Holdings not scored, Durability 83. Strongest: Durability (83). Weakest: Risk (58). Based on 4 of 6 pillars.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 67 of 100 sits in the B band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    AScore 71
    Category rank5/15 · top 33%
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    Not scored
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    BScore 58
    Category rank6/13 · top 46%
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    BScore 65
    Category rank4/15 · top 27%
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    Not scored
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    AScore 83
    Category rank1/15 · top 7%

Graded as of Sep 22, 2026 · Based on 4 of 6 pillars

Our read on GVAL

ETF.net Research

BCambria's global bargain hunt: a rules-based quant value screen that fishes across developed and emerging markets, actively run rather than index-hugging, on the water since 2014.

Stated mandate

The fund seeks income and capital appreciation. It actively invests at least 80% of assets in equities of companies in developed and emerging markets with strong value characteristics, selected through Cambria’s quantitative algorithm.

Why people hold it

  1. 01Casts a wider net than most value funds: the screen reaches into emerging markets as well as developed ones, not just the usual EAFE pond.
  2. 02Actively run off a proprietary quant value screen instead of tracking a benchmark, so it can own deep-value names an index would pass over.
  3. 03Spread across roughly a hundred stocks, with income written into the stated objective alongside capital appreciation and payouts on a quarterly schedule.
  4. 04A 2014 launch means a full decade-plus of live results through several global value droughts, not a back-tested newcomer.

Worth knowing

  1. 010.66% a year is the toll for the active screen; index rivals in the same aisle charge less, with EFV at 0.31% and FIVA at 0.18%.
  2. 02Measured against MSCI ACWI but built nothing like it, so long stretches of looking very different from the global market come with the design.
  3. 03Trading is moderate rather than deep, so bid-ask spreads can widen when markets get jumpy.

GVAL Holdings

As of Sep 20, 2026, 6:38 AM
Asset class
Stocks
Holdings
114
Top-10 weight
25%
Largest holding
ATS.VI6.5%

Sectors

  • Financials30.3%
  • Materials12.9%
  • Energy11.0%
  • Utilities10.4%
  • Real Estate8.5%
  • Technology7.9%
  • Industrials7.3%
  • Communication4.8%
  • Consumer Discr.3.8%
  • Cons. Staples3.2%

Geography

  • Austria14.76%
  • Colombia12.73%
  • United Kingdom9.27%
  • Poland9.02%
  • Thailand8.51%
  • Singapore8.25%
  • Hong Kong8.14%
  • Czech Republic7.58%
  • Other countries (6)21.73%

Developed 42% · Emerging 58% of the foreign sleeve

The fund’s holdings, weight-ordered — page 1 of 8.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001ATS.VIAT&S Austria Technologie & Systemtechnik AG6.54%185,998$38M48
002First American Treasury Obligations Fund 01/01/20402.97%17,035,776$17M11
003Moneta Money Bank AS2.86%1,808,411$16M2
004Mineros SA2.62%2,180,451$15M1
005Grupo de Inversiones Suramericana SA1.94%537,843$11M2
006Komercni Banka AS1.77%206,026$10M2
007CEZ AS1.63%146,678$9M4
008KGH.WAKGHM Polska Miedz SA1.60%103,254$9M89
009TUPRS.ISTurkiye Petrol Rafinerileri AS1.51%1,013,744$9M77
010RBI.VIRaiffeisen Bank International AG1.48%119,919$8M109
011PKN.WAORLEN SA1.30%186,924$7M106
012Ecopetrol SA1.27%8,267,171$7M1
013KTB-R.BKKRUNG THAI BNK LTD THB5.15(NVDR)1.23%5,221,752$7M61
014Oversea-Chinese Banking Corp Ltd1.21%282,381$7M6
015VOE.VIvoestalpine AG1.19%129,281$7M69

Showing 1–15 of 110 holdings

GVAL Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

GVAL$13,832
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. GVAL $13,832. SPY $11,723. Use the arrow keys to read each point.$9,187$11,681$14,176Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for GVAL. Periods over one year show the average yearly return.
PeriodGVAL
Year to date+27.9%
1 month+2.7%
3 months+6.9%
1 year+38.3%
3 years+31.3%per year
5 years+16.0%per year
10 years+11.3%per year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for GVAL
YearReturn barGVAL
2026 YTD+27.9%
2025+55.9%
2024+2.6%
2023+13.4%
2022−7.9%
2021+10.7%
2020−8.5%

GVAL in the news

ETF.net Research hasn’t filed on GVAL yet — coverage lands here as it’s written.

GVAL Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
2.38%Last 12 months
Payout per share
$0.94Last 12 months
Last payment
$0.26 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Quarterly

Distribution history

2017–2026

One bar per payment. 34 payments from 2017 to 2026 YTD. Jun 27, 2017 $0.31; Sep 26, 2017 $0.10; Dec 27, 2017 $0.10; Jun 27, 2018 $0.25; Sep 26, 2018 $0.19; Dec 26, 2018 $0.54; Mar 28, 2019 $0.0067; Jun 27, 2019 $0.21; Sep 26, 2019 $0.24; Dec 26, 2019 $0.21; Mar 26, 2020 $0.04; Jun 25, 2020 $0.14; Sep 24, 2020 $0.13; Dec 23, 2020 $0.09; Mar 25, 2021 $0.02; Jun 24, 2021 $0.38; Sep 23, 2021 $0.12; Dec 22, 2021 $0.16; Mar 24, 2022 $0.17; Jun 23, 2022 $0.58; Sep 22, 2022 $0.19; Dec 22, 2022 $0.07; Mar 23, 2023 $0.16; Jun 22, 2023 $0.66; Sep 21, 2023 $0.29; Dec 14, 2023 $0.19; Mar 21, 2024 $0.02; Jun 21, 2024 $0.97; Jun 18, 2025 $0.46; Sep 18, 2025 $0.21; Dec 18, 2025 $0.25; Mar 20, 2026 $0.09; Jun 18, 2026 $0.34; Sep 18, 2026 $0.26. Use the arrow keys to read each point.2017201820192020202120222023202420252026YTD
Ex-datePay dateAmount per share
Sep 18, 2026Sep 21, 2026$0.26
Jun 18, 2026Jun 22, 2026$0.34
Mar 20, 2026Mar 23, 2026$0.09
Dec 18, 2025Dec 19, 2025$0.25
Sep 18, 2025Sep 19, 2025$0.21
Jun 18, 2025Jun 20, 2025$0.46
Jun 21, 2024Jul 1, 2024$0.97
Mar 21, 2024Apr 1, 2024$0.02
Dec 14, 2023Dec 26, 2023$0.19
Sep 21, 2023Oct 2, 2023$0.29
Jun 22, 2023Jul 3, 2023$0.66
Mar 23, 2023Apr 3, 2023$0.16

GVAL Risk

How much the fund’s monthly returns vary, scaled to a year.
12.5%
Annualised · 36 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
1.74
vs 3-month T-bills · to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−30.8%
Trough Sep 2022
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.80
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

GVAL Cost

Expense ratio0.66%
  • The middle half of Global Active Value funds
  • Median 0.85%

4 of the 15 Global Active Value funds charge less.

GVAL costs $66.00 a year on $10,000. The median Global Active Value fund costs $85.00.