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MOOD vs FTLS

Relative Sentiment Tactical Allocation ETF vs First Trust Long/Short Equity ETF

MOOD

Relative Sentiment Tactical Allocation ETF

Annual cost

0.73%

Fund size

$143M

FTLS

First Trust Long/Short Equity ETF

Annual cost

1.38%

Fund size

$2.3B

Key differences

Both MOOD and FTLS are alternative ETFs. MOOD charges 0.73% a year and FTLS 1.38%. The main difference: MOOD follows a tactical allocation strategy; FTLS uses long short.

  • MOOD follows a tactical allocation strategy; FTLS uses long short.
  • MOOD costs 0.65% less per year.
  • FTLS is much larger than MOOD. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, MOOD has delivered higher annualized returns.
  • FTLS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MOODFTLS
Annual cost (TER)0.73%1.38%
Fund size (AUM)$143M$2.3B
Since20222014
Dividend yield0.35%0.90%
Asset classalternativealternative
Regionnorth america
Strategytactical allocationlong short
CAGR 1Y+34.3%+14.5%
CAGR 3Y+20.6%+14.1%
CAGR 5YN/A+10.0%
Sharpe 3Y1.431.02
Volatility 1Y14.49%8.36%
Max drawdown-14.34%-20.54%

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

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