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