Screener
MOOD vs MFUL
Relative Sentiment Tactical Allocation ETF vs Mindful Conservative ETF
Key differences
MOOD is an alternative ETF, while MFUL is a mixed asset ETF. MOOD charges 0.73% a year and MFUL 1.48%.
- MOOD is an alternative fund, while MFUL is a mixed asset fund. They carry different risk/return profiles.
- MOOD follows a tactical allocation strategy; MFUL uses active selection.
- MOOD costs 0.75% less per year.
- MOOD is much larger than MFUL. 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 | MFUL | |
|---|---|---|
| Annual cost (TER) | 0.73% | 1.48% |
| Fund size (AUM) | $143M | $8M |
| Since | 2022 | 2021 |
| Dividend yield | 0.35% | 3.01% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | tactical allocation | active selection |
| CAGR 1Y | +34.3% | +6.3% |
| CAGR 3Y | +20.6% | +4.8% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.43 | 0.28 |
| Volatility 1Y | 14.49% | 4.18% |
| Max drawdown | -14.34% | -16.41% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.