Screener
AOK vs MOOD
iShares Core 30/70 Conservative Allocation ETF vs Relative Sentiment Tactical Allocation ETF
Key differences
AOK is a mixed asset ETF, while MOOD is an alternative ETF. AOK charges 0.15% a year and MOOD 0.73%.
- AOK is a mixed asset fund, while MOOD is an alternative fund. They carry different risk/return profiles.
- AOK follows a active selection strategy; MOOD uses tactical allocation.
- AOK costs 0.58% less per year.
- AOK is much larger than MOOD. Larger funds are usually more liquid and less likely to close.
- Over the last three years, MOOD has delivered higher annualized returns.
- AOK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOK | MOOD | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.73% |
| Fund size (AUM) | $787M | $143M |
| Since | 2008 | 2022 |
| Dividend yield | 3.28% | 0.35% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +11.1% | +34.3% |
| CAGR 3Y | +9.3% | +20.6% |
| CAGR 5Y | +3.7% | N/A |
| Sharpe 3Y | 0.87 | 1.43 |
| Volatility 1Y | 5.98% | 14.49% |
| Max drawdown | -18.93% | -14.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.