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