Screener
MOOD vs XV
Relative Sentiment Tactical Allocation ETF vs Simplify Target 15 Distribution ETF
Key differences
Both MOOD and XV are alternative ETFs. MOOD charges 0.73% a year and XV 0.75%. The main difference: MOOD follows a tactical allocation strategy; XV uses option income.
- MOOD follows a tactical allocation strategy; XV uses option income.
Side-by-side comparison
| MOOD | XV | |
|---|---|---|
| Annual cost (TER) | 0.73% | 0.75% |
| Fund size (AUM) | $143M | $61M |
| Since | 2022 | 2025 |
| Dividend yield | 0.35% | 13.46% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | tactical allocation | option income |
| CAGR 1Y | +34.3% | +14.6% |
| CAGR 3Y | +20.6% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.43 | N/A |
| Volatility 1Y | 14.49% | 9.29% |
| Max drawdown | -14.34% | -5.73% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.