Screener
CTA vs MOOD
Simplify Managed Futures Strategy ETF vs Relative Sentiment Tactical Allocation ETF
Key differences
Both CTA and MOOD are alternative ETFs. CTA charges 0.75% a year and MOOD 0.73%. The main difference: CTA follows a managed futures strategy; MOOD uses tactical allocation.
- CTA follows a managed futures strategy; MOOD uses tactical allocation.
- CTA 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.
Side-by-side comparison
| CTA | MOOD | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.73% |
| Fund size (AUM) | $1.6B | $143M |
| Since | 2022 | 2022 |
| Dividend yield | 5.05% | 0.35% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | managed futures | tactical allocation |
| CAGR 1Y | +5.6% | +34.3% |
| CAGR 3Y | +9.6% | +20.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.43 | 1.43 |
| Volatility 1Y | 20.33% | 14.49% |
| Max drawdown | -18.07% | -14.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.