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MOOD vs BSR

Relative Sentiment Tactical Allocation ETF vs Pacific Select Fund

MOOD

Relative Sentiment Tactical Allocation ETF

Relative Sentiment

Annual cost

0.73%

Fund size

$116M

BSR

PACIFIC SELECT FUND

Beacon Capital Management Inc

Annual cost

1.09%

Fund size

$39M

Key differences

  • MOOD costs 0.36% less per year.
  • Over the last 3 years, MOOD has delivered higher annualized returns.

Side-by-side comparison

MOODBSR
Annual cost (TER)0.73%1.09%
Fund size (AUM)$116M$39M
Since20222023
Dividend yield0.36%1.02%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+38.2%+13.2%
CAGR 3Y+20.7%+8.1%
CAGR 5YN/AN/A
Sharpe 3Y1.450.34
Volatility 1Y14.16%8.70%
Max drawdown-14.34%-15.68%

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

Similar to MOOD and BSR