Screener
MOOD vs AOK
Relative Sentiment Tactical Allocation ETF vs iShares Core 30/70 Conservative Allocation ETF
Key differences
MOOD is an alternative ETF, while AOK is a mixed asset ETF. MOOD charges 0.73% a year and AOK 0.15%.
- MOOD is an alternative fund, while AOK is a mixed asset fund. They carry different risk/return profiles.
- MOOD follows a tactical allocation strategy; AOK uses active selection.
- 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
| MOOD | AOK | |
|---|---|---|
| Annual cost (TER) | 0.73% | 0.15% |
| Fund size (AUM) | $143M | $787M |
| Since | 2022 | 2008 |
| Dividend yield | 0.35% | 3.28% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +34.3% | +11.1% |
| CAGR 3Y | +20.6% | +9.3% |
| CAGR 5Y | N/A | +3.7% |
| Sharpe 3Y | 1.43 | 0.87 |
| Volatility 1Y | 14.49% | 5.98% |
| Max drawdown | -14.34% | -18.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.