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ANEW vs MOOD

ProShares MSCI Transformational Changes ETF vs Relative Sentiment Tactical Allocation ETF

ANEW

ProShares MSCI Transformational Changes ETF

Annual cost

0.45%

Fund size

$8M

MOOD

Relative Sentiment Tactical Allocation ETF

Annual cost

0.73%

Fund size

$143M

Key differences

ANEW is an equity ETF, while MOOD is a mixed asset ETF. ANEW charges 0.45% a year and MOOD 0.73%.

  • ANEW is an equity fund, while MOOD is a mixed asset fund. They carry different risk/return profiles.
  • ANEW follows a index tracking strategy; MOOD uses active selection.
  • ANEW costs 0.28% less per year.
  • MOOD is much larger than ANEW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, MOOD has delivered higher annualized returns.

Side-by-side comparison

ANEWMOOD
Annual cost (TER)0.45%0.73%
Fund size (AUM)$8M$143M
Since20202022
Dividend yield0.61%0.35%
Asset classequitymixed asset
Region
Strategyindex trackingactive selection
CAGR 1Y+2.8%+33.0%
CAGR 3Y+13.8%+20.5%
CAGR 5Y+3.5%N/A
Sharpe 3Y0.681.43
Volatility 1Y13.47%14.30%
Max drawdown-39.87%-14.34%

Similar to ANEW and MOOD