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MOOD vs XRLX

Relative Sentiment Tactical Allocation ETF vs FundX Conservative ETF

MOOD

Relative Sentiment Tactical Allocation ETF

Relative Sentiment

Annual cost

0.73%

Fund size

$116M

XRLX

FundX Conservative ETF

Fund X

Annual cost

1.20%

Fund size

$51M

Key differences

  • MOOD costs 0.47% less per year.
  • XRLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MOODXRLX
Annual cost (TER)0.73%1.20%
Fund size (AUM)$116M$51M
Since20222002
Dividend yield0.36%2.68%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+36.9%+17.7%
CAGR 3Y+20.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.43N/A
Volatility 1Y14.13%8.09%
Max drawdown-14.34%-15.34%

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

Similar to MOOD and XRLX