Screener
MOOD vs FMF
Relative Sentiment Tactical Allocation ETF vs First Trust Managed Futures Strategy Fund
Key differences
Both MOOD and FMF are alternative ETFs. MOOD charges 0.73% a year and FMF 0.98%. The main difference: MOOD follows a tactical allocation strategy; FMF uses managed futures.
- MOOD follows a tactical allocation strategy; FMF uses managed futures.
- MOOD costs 0.25% less per year.
- Over the last three years, MOOD has delivered higher annualized returns.
- FMF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MOOD | FMF | |
|---|---|---|
| Annual cost (TER) | 0.73% | 0.98% |
| Fund size (AUM) | $143M | $260M |
| Since | 2022 | 2013 |
| Dividend yield | 0.35% | 5.01% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | tactical allocation | managed futures |
| CAGR 1Y | +34.3% | +18.2% |
| CAGR 3Y | +20.6% | +6.2% |
| CAGR 5Y | N/A | +4.2% |
| Sharpe 3Y | 1.43 | 0.33 |
| Volatility 1Y | 14.49% | 9.73% |
| Max drawdown | -14.34% | -16.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.