MOOD vs VYM
Relative Sentiment Tactical Allocation ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. MOOD delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | MOOD | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.73% | 0.04% | |
| AUM | $131M | $79.0B | |
| Dividend Yield | 0.36% | 2.86% | |
| Holdings | 10 | 568 | |
| YTD Return | +14.88% | +16.10% | |
| 1Y Return | +31.82% | +25.99% | |
| 3Y Return (annualized) | +21.35% | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 12.5% | 14.6% | |
| Max Drawdown | -14.3% | -58.8% | |
| Fund Family | Relative Sentiment technologies | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | May 19, 2022 | Nov 10, 2006 |
MOOD vs VYM Performance
Relative Sentiment Tactical Allocation ETF (MOOD) is a ETF from Relative Sentiment technologies and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year MOOD returned +31.82% while VYM returned +25.99%. Year to date, MOOD is up 14.88% versus a gain of 16.10% for VYM.
Over three years, MOOD compounded at +21.35% per year against +18.29% for VYM. Across the full 4-year window we track, MOOD has the edge at +16.01% annualized vs +7.08%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
MOOD charges 0.73% per year while VYM charges 0.04%. On a $10,000 position that is $73 vs $4 annually, a gap of $69 per year that compounds over a long holding period. On income, MOOD currently yields 0.36% against 2.86% for VYM.
Holdings Overlap
MOOD and VYM share 0 holdings out of 567 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 VYM?
MOOD has an expense ratio of 0.73% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $69 per year of difference.
Which performed better, MOOD or VYM?
Over the past year MOOD returned +31.82% vs +25.99% for VYM, so MOOD leads on 1-year performance. Over the longest common window we track (4 years), MOOD annualized +16.01% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, MOOD or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.5% for MOOD. Worst drawdown: MOOD -14.3% vs VYM -58.8%.
Should I hold both MOOD and VYM?
MOOD and VYM have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between MOOD and VYM?
MOOD and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 567 unique securities.
Which pays a higher dividend, MOOD or VYM?
MOOD yields 0.36% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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