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MOOD vs DALI

Relative Sentiment Tactical Allocation ETF vs First Trust Dorsey Wright DALI 1 ETF

MOOD

Relative Sentiment Tactical Allocation ETF

Relative Sentiment

Annual cost

0.73%

Fund size

$116M

DALI

First Trust Dorsey Wright DALI 1 ETF

First Trust

Annual cost

0.91%

Fund size

$114M

Key differences

  • MOOD costs 0.18% less per year.
  • MOOD is classified as mixed asset, while DALI is equity — different risk/return profiles.
  • MOOD follows a active selection strategy; DALI uses index tracking.
  • Over the last 3 years, MOOD has delivered higher annualized returns.

Side-by-side comparison

MOODDALI
Annual cost (TER)0.73%0.91%
Fund size (AUM)$116M$114M
Since20222018
Dividend yield0.36%0.39%
Asset classmixed assetequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+38.2%+24.4%
CAGR 3Y+20.7%+8.3%
CAGR 5YN/A+6.4%
Sharpe 3Y1.450.33
Volatility 1Y14.16%17.40%
Max drawdown-14.34%-36.06%

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

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