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MOOD vs IFV

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

MOOD

Relative Sentiment Tactical Allocation ETF

Relative Sentiment

Annual cost

0.73%

Fund size

$116M

IFV

First Trust Dorsey Wright International Focus 5 ETF

First Trust

Annual cost

1.14%

Fund size

$246M

Key differences

  • MOOD costs 0.41% less per year.
  • MOOD is classified as mixed asset, while IFV is equity — different risk/return profiles.
  • MOOD follows a active selection strategy; IFV uses index tracking.
  • Over the last 3 years, MOOD has delivered higher annualized returns.
  • IFV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MOODIFV
Annual cost (TER)0.73%1.14%
Fund size (AUM)$116M$246M
Since20222014
Dividend yield0.36%1.79%
Asset classmixed assetequity
Regionglobal
Strategyactive selectionindex tracking
CAGR 1Y+38.2%+30.6%
CAGR 3Y+20.7%+19.4%
CAGR 5YN/A+5.9%
Sharpe 3Y1.450.96
Volatility 1Y14.16%16.26%
Max drawdown-14.34%-48.89%

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

Similar to MOOD and IFV