Screener
XNAV vs MOOD
FundX Aggressive ETF vs Relative Sentiment Tactical Allocation ETF
Key differences
Both XNAV and MOOD are alternative ETFs. XNAV charges 1.27% a year and MOOD 0.73%. The main difference: XNAV follows a active selection strategy; MOOD uses tactical allocation.
- XNAV follows a active selection strategy; MOOD uses tactical allocation.
- MOOD costs 0.54% less per year.
- MOOD is much larger than XNAV. Larger funds are usually more liquid and less likely to close.
- Over the last three 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
| XNAV | MOOD | |
|---|---|---|
| Annual cost (TER) | 1.27% | 0.73% |
| Fund size (AUM) | $34M | $143M |
| Since | 2002 | 2022 |
| Dividend yield | 0.47% | 0.35% |
| Asset class | alternative | alternative |
| Region | — | — |
| Strategy | active selection | tactical allocation |
| CAGR 1Y | +39.1% | +34.3% |
| CAGR 3Y | +24.2% | +20.6% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.03 | 1.43 |
| Volatility 1Y | 17.88% | 14.49% |
| Max drawdown | -24.27% | -14.34% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.