Correlation
The correlation between MOOD and FNDB is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
MOOD vs. FNDB
Compare and contrast key facts about Relative Sentiment Tactical Allocation ETF (MOOD) and Schwab Fundamental U.S. Broad Market Index ETF (FNDB).
MOOD and FNDB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MOOD is an actively managed fund by Relative Sentiment. It was launched on May 18, 2022. FNDB is a passively managed fund by Charles Schwab that tracks the performance of the Russell RAFI US. It was launched on Aug 8, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MOOD or FNDB.
Performance
MOOD vs. FNDB - Performance Comparison
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Key characteristics
MOOD:
1.35
FNDB:
0.43
MOOD:
1.57
FNDB:
0.56
MOOD:
1.20
FNDB:
1.08
MOOD:
1.84
FNDB:
0.32
MOOD:
6.24
FNDB:
1.17
MOOD:
1.64%
FNDB:
4.56%
MOOD:
9.27%
FNDB:
17.16%
MOOD:
-14.34%
FNDB:
-38.17%
MOOD:
-0.51%
FNDB:
-6.82%
Returns By Period
In the year-to-date period, MOOD achieves a 7.65% return, which is significantly higher than FNDB's -1.52% return.
MOOD
7.65%
2.00%
4.78%
11.70%
9.58%
N/A
N/A
FNDB
-1.52%
3.12%
-5.79%
6.58%
10.70%
16.79%
10.74%
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MOOD vs. FNDB - Expense Ratio Comparison
MOOD has a 0.68% expense ratio, which is higher than FNDB's 0.25% expense ratio.
Risk-Adjusted Performance
MOOD vs. FNDB — Risk-Adjusted Performance Rank
MOOD
FNDB
MOOD vs. FNDB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Relative Sentiment Tactical Allocation ETF (MOOD) and Schwab Fundamental U.S. Broad Market Index ETF (FNDB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
MOOD vs. FNDB - Dividend Comparison
MOOD's dividend yield for the trailing twelve months is around 1.24%, less than FNDB's 1.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MOOD Relative Sentiment Tactical Allocation ETF | 1.24% | 1.33% | 1.34% | 1.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FNDB Schwab Fundamental U.S. Broad Market Index ETF | 1.81% | 1.74% | 1.80% | 1.98% | 1.63% | 2.15% | 2.24% | 2.41% | 1.92% | 2.06% | 2.26% | 1.65% |
Drawdowns
MOOD vs. FNDB - Drawdown Comparison
The maximum MOOD drawdown since its inception was -14.34%, smaller than the maximum FNDB drawdown of -38.17%. Use the drawdown chart below to compare losses from any high point for MOOD and FNDB.
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Volatility
MOOD vs. FNDB - Volatility Comparison
The current volatility for Relative Sentiment Tactical Allocation ETF (MOOD) is 1.71%, while Schwab Fundamental U.S. Broad Market Index ETF (FNDB) has a volatility of 4.19%. This indicates that MOOD experiences smaller price fluctuations and is considered to be less risky than FNDB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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