Screener
MOOD vs SPBC
Relative Sentiment Tactical Allocation ETF vs Simplify US Equity PLUS Bitcoin Strategy ETF
Key differences
Both MOOD and SPBC are alternative ETFs. MOOD charges 0.73% a year and SPBC 0.54%. The main difference: MOOD follows a tactical allocation strategy; SPBC uses multi strategy.
- MOOD follows a tactical allocation strategy; SPBC uses multi strategy.
- SPBC costs 0.19% less per year.
- MOOD is much larger than SPBC. Larger funds are usually more liquid and less likely to close.
- Over the last three years, SPBC has delivered higher annualized returns.
Side-by-side comparison
| MOOD | SPBC | |
|---|---|---|
| Annual cost (TER) | 0.73% | 0.54% |
| Fund size (AUM) | $143M | $45M |
| Since | 2022 | 2021 |
| Dividend yield | 0.35% | 0.82% |
| Asset class | alternative | alternative |
| Region | — | north america |
| Strategy | tactical allocation | multi strategy |
| CAGR 1Y | +34.3% | +17.8% |
| CAGR 3Y | +20.6% | +27.7% |
| CAGR 5Y | N/A | +15.7% |
| Sharpe 3Y | 1.43 | 1.27 |
| Volatility 1Y | 14.49% | 14.86% |
| Max drawdown | -14.34% | -33.81% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.