Screener
MOOD vs EAOK
Relative Sentiment Tactical Allocation ETF vs iShares ESG Aware 30/70 Conservative Allocation ETF
Key differences
MOOD is an alternative ETF, while EAOK is a mixed asset ETF. MOOD charges 0.73% a year and EAOK 0.18%.
- MOOD is an alternative fund, while EAOK is a mixed asset fund. They carry different risk/return profiles.
- MOOD follows a tactical allocation strategy; EAOK uses index tracking.
- EAOK costs 0.55% less per year.
- MOOD is much larger than EAOK. 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 | EAOK | |
|---|---|---|
| Annual cost (TER) | 0.73% | 0.18% |
| Fund size (AUM) | $143M | $9M |
| Since | 2022 | 2020 |
| Dividend yield | 0.35% | 3.14% |
| Asset class | alternative | mixed asset |
| Region | — | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | +34.3% | +11.2% |
| CAGR 3Y | +20.6% | +8.9% |
| CAGR 5Y | N/A | +3.2% |
| Sharpe 3Y | 1.43 | 0.80 |
| Volatility 1Y | 14.49% | 5.74% |
| Max drawdown | -14.34% | -19.91% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.