Screener
MOOD vs FDAT
Relative Sentiment Tactical Allocation ETF vs Tactical Advantage ETF
Key differences
MOOD is an alternative ETF, while FDAT is a fixed income ETF. MOOD charges 0.73% a year and FDAT 0.78%.
- MOOD is an alternative fund, while FDAT is a fixed income fund. They carry different risk/return profiles.
- MOOD costs 0.05% less per year.
- MOOD is much larger than FDAT. 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 | FDAT | |
|---|---|---|
| Annual cost (TER) | 0.73% | 0.78% |
| Fund size (AUM) | $143M | $36M |
| Since | 2022 | 2023 |
| Dividend yield | 0.35% | 5.63% |
| Asset class | alternative | fixed income |
| Region | — | north america |
| Strategy | tactical allocation | tactical allocation |
| CAGR 1Y | +34.3% | +10.8% |
| CAGR 3Y | +20.6% | +8.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.43 | 0.54 |
| Volatility 1Y | 14.49% | 10.36% |
| Max drawdown | -14.34% | -8.20% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.