Skip to content
Beacon
Screener

MOOD vs AGOX

Relative Sentiment Tactical Allocation ETF vs Adaptive Alpha Opportunities ETF

MOOD

Relative Sentiment Tactical Allocation ETF

Relative Sentiment

Annual cost

0.73%

Fund size

$116M

AGOX

Adaptive Alpha Opportunities ETF

Adaptive ETF

Annual cost

1.33%

Fund size

$364M

Key differences

  • MOOD costs 0.60% less per year.
  • AGOX is significantly larger than MOOD — larger funds tend to be more liquid and less likely to close.
  • MOOD is classified as mixed asset, while AGOX is alternative — different risk/return profiles.
  • Over the last 3 years, MOOD has delivered higher annualized returns.
  • AGOX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MOODAGOX
Annual cost (TER)0.73%1.33%
Fund size (AUM)$116M$364M
Since20222012
Dividend yield0.36%0.00%
Asset classmixed assetalternative
Region
Strategyactive selectionactive selection
CAGR 1Y+36.9%+25.0%
CAGR 3Y+20.3%+18.6%
CAGR 5YN/A+8.6%
Sharpe 3Y1.430.78
Volatility 1Y14.13%18.38%
Max drawdown-14.34%-27.72%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to MOOD and AGOX