MOOD vs VOO
Relative Sentiment Tactical Allocation ETF vs Vanguard S&P 500 ETF
Which is better, MOOD or VOO?
Tactical Allocation against Large Cap Blend.
VOO has a lower expense ratio. MOOD led over 1Y and 3Y, VOO over the full window. VOO is less concentrated, with 39.1% of the fund in its ten largest positions against 100.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | MOOD | VOO |
|---|---|---|
| Expense Ratio | 0.77% | 0.03%Best |
| AUM | $158M | $1.0T |
| Dividend Yield | 0.35% | 1.05% |
| Holdings | 24 | 519 |
| YTD Return | +14.22%Best | +11.31% |
| 1Y Return | +19.26%Best | +13.49% |
| 3Y Return (annualized) | +20.59%Best | +20.46% |
| 5Y Return (annualized) | - | +11.61% |
| Volatility (annualized) | 12.2%Best | 15.0% |
| Max Drawdown | -14.3%Best | -18.7% |
| $10,000 over 4.5 years | $18,414 | $20,678Best |
| Top 10 Weight | 100.0% | 39.1%Best |
| Fund Family | Relative Sentiment technologies | Vanguard (US) |
| Category | Allocation/Balanced | Equity |
| Style | Tactical Allocation | Large Cap Blend |
| Inception | May 19, 2022 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: May 19, 2022 to Nov 13, 2026 (4.5 years).
MOOD vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.5 years both funds cover.
MOOD vs VOO Performance
Relative Sentiment Tactical Allocation ETF (MOOD) is an ETF from Relative Sentiment technologies and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year MOOD returned +19.26% while VOO returned +13.49%. Year to date, MOOD is up 14.22% versus a gain of 11.31% for VOO.
Over three years, MOOD compounded at +20.59% per year against +20.46% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 15.0% compared with 12.2% 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 -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
MOOD charges 0.77% per year while VOO charges 0.03%. On a $10,000 position that is $77 vs $3 annually, a gap of $74 per year that compounds over a long holding period. On income, MOOD currently yields 0.35% against 1.05% for VOO.
Holdings Overlap
We hold position weights for 10 holdings in MOOD and 506 in VOO, totalling 100.0% and 100.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 10 positions we hold weights for in MOOD and 506 in VOO, against full books of 24 and 519.
What only one of them owns
Our book lists 501 positions for VOO that do not appear in our book for MOOD (100.0% of the fund), and 10 for MOOD that do not appear in VOO (100.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of MOOD and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MOOD or VOO?
MOOD has an expense ratio of 0.77% while VOO charges 0.03%. VOO is the cheaper option, by $74 a year on a $10,000 investment.
Which performed better, MOOD or VOO?
Over the past year MOOD returned +19.26% vs +13.49% for VOO, so MOOD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MOOD or VOO?
VOO has been the more volatile fund at 15.0% annualized versus 12.2% for MOOD. Worst drawdown: MOOD -14.3% vs VOO -18.7%.
Should I hold both MOOD and VOO?
MOOD and VOO have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, MOOD or VOO?
MOOD yields 0.35% while VOO yields 1.05%, so VOO currently pays the higher dividend yield.
Is VOO better than MOOD?
VOO has a lower expense ratio. MOOD led over 1Y and 3Y, VOO over the full window. VOO is less concentrated, with 39.1% of the fund in its ten largest positions against 100.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.