MOOD vs QQQ
Relative Sentiment Tactical Allocation ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. MOOD delivered stronger 1-year returns. QQQ offers more diversification with 103 holdings.
Side-by-Side Comparison
| Metric | MOOD | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.73% | 0.18% | |
| AUM | $131M | $455.8B | |
| Dividend Yield | 0.36% | 0.41% | |
| Holdings | 10 | 108 | |
| YTD Return | +15.55% | +19.68% | |
| 1Y Return | +30.32% | +26.75% | |
| 3Y Return (annualized) | +21.62% | +26.25% | |
| 5Y Return (annualized) | - | +15.39% | |
| Volatility (annualized) | 12.5% | 30.6% | |
| Max Drawdown | -14.3% | -83.0% | |
| Fund Family | Relative Sentiment technologies | Invesco (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | May 19, 2022 | Mar 10, 1999 |
MOOD vs QQQ Performance
Relative Sentiment Tactical Allocation ETF (MOOD) is a ETF from Relative Sentiment technologies and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year MOOD returned +30.32% while QQQ returned +26.75%. Year to date, MOOD is up 15.55% versus a gain of 19.68% for QQQ.
Over three years, MOOD compounded at +21.62% per year against +26.25% for QQQ. Across the full 4-year window we track, MOOD has the edge at +16.14% annualized vs +13.15%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 12.5% for MOOD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -14.3% for MOOD and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
MOOD charges 0.73% per year while QQQ charges 0.18%. On a $10,000 position that is $73 vs $18 annually, a gap of $55 per year that compounds over a long holding period. On income, MOOD currently yields 0.36% against 0.41% for QQQ.
Holdings Overlap
MOOD and QQQ share 0 holdings out of 112 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, MOOD or QQQ?
MOOD has an expense ratio of 0.73% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, MOOD or QQQ?
Over the past year MOOD returned +30.32% vs +26.75% for QQQ, so MOOD leads on 1-year performance. Over the longest common window we track (4 years), MOOD annualized +16.14% vs +13.15% for QQQ. Past performance does not guarantee future results.
Which is riskier, MOOD or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 12.5% for MOOD. Worst drawdown: MOOD -14.3% vs QQQ -83.0%.
Should I hold both MOOD and QQQ?
MOOD and QQQ have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between MOOD and QQQ?
MOOD and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 112 unique securities.
Which pays a higher dividend, MOOD or QQQ?
MOOD yields 0.36% while QQQ yields 0.41%, so QQQ currently pays the higher dividend yield.
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