MOOD vs VYM
Relative Sentiment Tactical Allocation ETF vs Vanguard High Dividend Yield ETF
Which is better, MOOD or VYM?
Tactical Allocation against Large Cap Value.
VYM has a lower expense ratio. MOOD led over 1Y, 3Y and the full window.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.77% | 0.04%Best |
| AUM | $147M | $81.6B |
| Dividend Yield | 0.35% | 2.22% |
| Holdings | 18 | 613 |
| YTD Return | +15.81%Best | +10.23% |
| 1Y Return | +24.56%Best | +14.28% |
| 3Y Return (annualized) | +22.35%Best | +17.50% |
| 5Y Return (annualized) | - | +11.60% |
| Volatility (annualized) | 12.4%Best | 14.0% |
| Max Drawdown | -14.3%Best | -14.5% |
| $10,000 over 4.3 years | $18,756Best | $16,824 |
| Top 10 Weight | - | 26.1% |
| Fund Family | Relative Sentiment technologies | Vanguard (US) |
| Category | Allocation/Balanced | Equity |
| Style | Tactical Allocation | Large Cap Value |
| Inception | May 19, 2022 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 4.3 years row, are measured over the window both funds cover: May 19, 2022 to Sep 23, 2026 (4.3 years).
MOOD vs VYM 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 4.3 years both funds cover.
MOOD vs VYM Performance
Relative Sentiment Tactical Allocation ETF (MOOD) is an ETF from Relative Sentiment technologies and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year MOOD returned +24.56% while VYM returned +14.28%. Year to date, MOOD is up 15.81% versus a gain of 10.23% for VYM.
Over three years, MOOD compounded at +22.35% per year against +17.50% for VYM. Across the full 4-year window we track, MOOD has the edge at +15.75% annualized vs +12.86%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.0% compared with 12.4% 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
MOOD charges 0.77% per year while VYM charges 0.04%. On a $10,000 position that is $77 vs $4 annually, a gap of $73 per year that compounds over a long holding period. On income, MOOD currently yields 0.35% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 7 holdings in MOOD and 557 in VYM, totalling 100.0% and 99.2% 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 7 positions we hold weights for in MOOD and 557 in VYM, against full books of 18 and 613.
What only one of them owns
Our book lists 528 positions for VYM that do not appear in our book for MOOD (97.1% of the fund), and 6 for MOOD that do not appear in VYM (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 VYM 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 VYM?
MOOD has an expense ratio of 0.77% while VYM charges 0.04%. VYM is the cheaper option, by $73 a year on a $10,000 investment.
Which performed better, MOOD or VYM?
Over the past year MOOD returned +24.56% vs +14.28% for VYM, so MOOD leads on 1-year performance. Over the longest common window we track (4 years), MOOD annualized +15.75% vs +12.86% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MOOD or VYM?
VYM has been the more volatile fund at 14.0% annualized versus 12.4% for MOOD. Worst drawdown: MOOD -14.3% vs VYM -14.5%.
Should I hold both MOOD and VYM?
MOOD and VYM have a monthly-return correlation of 0.83, 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 VYM?
MOOD yields 0.35% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than MOOD?
VYM has a lower expense ratio. MOOD led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.