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MOOD vs FVC

Relative Sentiment Tactical Allocation ETF vs First Trust Dorsey Wright Dynamic Focus 5 ETF

MOOD

Relative Sentiment Tactical Allocation ETF

Relative Sentiment

Annual cost

0.73%

Fund size

$116M

FVC

First Trust Dorsey Wright Dynamic Focus 5 ETF

First Trust

Annual cost

0.87%

Fund size

$104M

Key differences

  • MOOD costs 0.14% less per year.
  • MOOD is classified as mixed asset, while FVC is equity — different risk/return profiles.
  • MOOD follows a active selection strategy; FVC uses index tracking.
  • Over the last 3 years, MOOD has delivered higher annualized returns.
  • FVC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MOODFVC
Annual cost (TER)0.73%0.87%
Fund size (AUM)$116M$104M
Since20222016
Dividend yield0.36%2.12%
Asset classmixed assetequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+38.2%+20.6%
CAGR 3Y+20.7%+10.1%
CAGR 5YN/A+5.1%
Sharpe 3Y1.450.48
Volatility 1Y14.16%12.82%
Max drawdown-14.34%-30.96%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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