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MOOD vs AOA
Relative Sentiment Tactical Allocation ETF vs iShares Core 80/20 Aggressive Allocation ETF
Key differences
MOOD is an alternative ETF, while AOA is a mixed asset ETF. MOOD charges 0.73% a year and AOA 0.15%.
- MOOD is an alternative fund, while AOA is a mixed asset fund. They carry different risk/return profiles.
- MOOD follows a tactical allocation strategy; AOA uses index tracking.
- AOA costs 0.58% less per year.
- AOA 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.
- AOA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MOOD | AOA | |
|---|---|---|
| Annual cost (TER) | 0.73% | 0.15% |
| Fund size (AUM) | $143M | $3.2B |
| Since | 2022 | 2008 |
| Dividend yield | 0.35% | 2.05% |
| Asset class | alternative | mixed asset |
| Region | — | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +34.3% | +21.9% |
| CAGR 3Y | +20.6% | +17.2% |
| CAGR 5Y | N/A | +8.9% |
| Sharpe 3Y | 1.43 | 1.11 |
| Volatility 1Y | 14.49% | 11.15% |
| Max drawdown | -14.34% | -28.38% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.