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MOOD vs DINE

Relative Sentiment Tactical Allocation ETF vs Simplify Tax Aware Diversified Income Strategy ETF

MOOD

Relative Sentiment Tactical Allocation ETF

Annual cost

0.73%

Fund size

$143M

DINE

Simplify Tax Aware Diversified Income Strategy ETF

Annual cost

0.15%

Fund size

$3M

Key differences

MOOD is an alternative ETF, while DINE is an equity ETF. MOOD charges 0.73% a year and DINE 0.15%.

  • MOOD is an alternative fund, while DINE is an equity fund. They carry different risk/return profiles.
  • MOOD follows a tactical allocation strategy; DINE uses active selection.
  • DINE costs 0.58% less per year.
  • MOOD is much larger than DINE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

MOODDINE
Annual cost (TER)0.73%0.15%
Fund size (AUM)$143M$3M
Since20222026
Dividend yield0.35%
Asset classalternativeequity
Regionemerging markets
Strategytactical allocationactive selection
CAGR 1Y+34.3%N/A
CAGR 3Y+20.6%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.43N/A
Volatility 1Y14.49%
Max drawdown-14.34%-1.23%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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