Screener
MOOD vs EAOA
Relative Sentiment Tactical Allocation ETF vs iShares ESG Aware 80/20 Aggressive Allocation ETF
Key differences
MOOD is an alternative ETF, while EAOA is a mixed asset ETF. MOOD charges 0.73% a year and EAOA 0.18%.
- MOOD is an alternative fund, while EAOA is a mixed asset fund. They carry different risk/return profiles.
- MOOD follows a tactical allocation strategy; EAOA uses index tracking.
- EAOA costs 0.55% less per year.
- MOOD is much larger than EAOA. 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 | EAOA | |
|---|---|---|
| Annual cost (TER) | 0.73% | 0.18% |
| Fund size (AUM) | $143M | $37M |
| Since | 2022 | 2020 |
| Dividend yield | 0.35% | 1.95% |
| Asset class | alternative | mixed asset |
| Region | — | global |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +34.3% | +22.1% |
| CAGR 3Y | +20.6% | +17.0% |
| CAGR 5Y | N/A | +8.3% |
| Sharpe 3Y | 1.43 | 1.07 |
| Volatility 1Y | 14.49% | 11.29% |
| Max drawdown | -14.34% | -25.06% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.