PLGI vs. MOOD

Last updated Jun 24, 2026

PLGI (PL Growth and Income ETF) and MOOD (Relative Sentiment Tactical Allocation ETF) are both Tactical Allocation funds. Both are actively managed. At a 0.37 correlation, their price movements are largely independent. PLGI charges 1.25%/yr vs 0.73%/yr for MOOD.

Performance

PLGI vs. MOOD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PL Growth and Income ETF (PLGI) and Relative Sentiment Tactical Allocation ETF (MOOD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PLGI achieves a -3.32% return, which is significantly lower than MOOD's 12.70% return.

PLGI

• 1D: 0.29%
• 1M: -1.85%
• YTD: -3.32%
• 6M: -3.73%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

MOOD

• 1D: -1.87%
• 1M: -0.20%
• YTD: 12.70%
• 6M: 11.32%
• 1Y: 33.13%
• 3Y*: 19.98%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

PLGI vs. MOOD - Yearly Performance Comparison

	2026 (YTD)	2025
PLGI PL Growth and Income ETF	-3.32%	0.08%
MOOD Relative Sentiment Tactical Allocation ETF	12.70%	1.74%

Correlation

The correlation between PLGI and MOOD is 0.37, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 10, 2025	0.37

Return for Risk

PLGI vs. MOOD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PLGI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

MOOD

MOOD Risk / Return Rank: 69
MOOD Sharpe Ratio Rank: 74
MOOD Sortino Ratio Rank: 60
MOOD Omega Ratio Rank: 78
MOOD Calmar Ratio Rank: 71
MOOD Martin Ratio Rank: 61

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PLGI vs. MOOD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PL Growth and Income ETF (PLGI) and Relative Sentiment Tactical Allocation ETF (MOOD). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	PLGI	MOOD	Difference
Sharpe ratio: Return per unit of total volatility	—	2.27	—
Sortino ratio: Return per unit of downside risk	—	2.70	—
Omega ratio: Gain probability vs. loss probability	—	1.44	—
Calmar ratio: Return relative to maximum drawdown	—	3.43	—
Martin ratio: Return relative to average drawdown	—	10.57	—

Drawdowns

PLGI vs. MOOD - Drawdown Comparison

The maximum PLGI drawdown since its inception was -7.26%, smaller than the maximum MOOD drawdown of -14.34%. Use the drawdown chart below to compare losses from any high point for PLGI and MOOD.

Drawdown Indicators

	PLGI	MOOD	Difference
Max Drawdown Largest peak-to-trough decline	-7.26%	-14.34%	+7.08%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.71%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-9.71%	—
Current Drawdown Current decline from peak	-5.36%	-2.57%	-2.79%
Average Drawdown Average peak-to-trough decline	-2.73%	-2.31%	-0.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	3.14%	—

Volatility

Volatility by Period

	PLGI	MOOD	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.67%	—
Volatility (6M) Calculated over the trailing 6-month period	—	12.97%	—
Volatility (1Y) Calculated over the trailing 1-year period	12.51%	14.69%	-2.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.51%	12.18%	+0.33%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.51%	12.18%	+0.33%

PLGI vs. MOOD - Expense Ratio Comparison

PLGI has a 1.25% expense ratio, which is higher than MOOD's 0.73% expense ratio.

Dividends

PLGI vs. MOOD - Dividend Comparison

PLGI's dividend yield for the trailing twelve months is around 0.02%, less than MOOD's 0.36% yield.

Position	TTM	2025	2024	2023	2022
MOOD Relative Sentiment Tactical Allocation ETF	0.36%	0.40%	1.33%	1.34%	1.43%
PLGI PL Growth and Income ETF	0.02%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both PLGI and MOOD in my portfolio?

PLGI and MOOD have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, PLGI or MOOD?

On fees, MOOD is cheaper at 0.73% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, PLGI or MOOD?

MOOD is cheaper with a 0.73% expense ratio, compared with 1.25% for PLGI.

Which ETF pays a higher dividend yield, PLGI or MOOD?

MOOD has the higher dividend yield at 0.36%, compared with 0.02% for PLGI.

What is the main difference between PLGI and MOOD?

They also come from different issuers: Shalva Asset Management and Relative Sentiment. Their fees differ too: 1.25% for PLGI and 0.73% for MOOD.