Screener
MOOD vs XNAV
Relative Sentiment Tactical Allocation ETF vs FundX Aggressive ETF
Key differences
- MOOD costs 0.54% less per year.
- MOOD is significantly larger than XNAV — larger funds tend to be more liquid and less likely to close.
- MOOD is classified as mixed asset, while XNAV is alternative — different risk/return profiles.
- Over the last 3 years, XNAV has delivered higher annualized returns.
- XNAV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| MOOD | XNAV | |
|---|---|---|
| Annual cost (TER) | 0.73% | 1.27% |
| Fund size (AUM) | $116M | $31M |
| Since | 2022 | 2002 |
| Dividend yield | 0.36% | 0.51% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +36.9% | +41.8% |
| CAGR 3Y | +20.3% | +24.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.43 | 1.06 |
| Volatility 1Y | 14.13% | 16.40% |
| Max drawdown | -14.34% | -24.27% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to MOOD and XNAV
Explore further