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BTR vs MOOD
Beacon Tactical Risk ETF vs Relative Sentiment Tactical Allocation ETF
Key differences
BTR is a mixed asset ETF, while MOOD is an alternative ETF. BTR charges 1.08% a year and MOOD 0.73%.
- BTR is a mixed asset fund, while MOOD is an alternative fund. They carry different risk/return profiles.
- BTR follows a active selection strategy; MOOD uses tactical allocation.
- MOOD costs 0.35% less per year.
- MOOD is much larger than BTR. 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
| BTR | MOOD | |
|---|---|---|
| Annual cost (TER) | 1.08% | 0.73% |
| Fund size (AUM) | $35M | $143M |
| Since | 2023 | 2022 |
| Dividend yield | 1.19% | 0.35% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +18.8% | +34.3% |
| CAGR 3Y | +4.5% | +20.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.14 | 1.43 |
| Volatility 1Y | 9.95% | 14.49% |
| Max drawdown | -16.67% | -14.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.