MOOD vs QQQ
Relative Sentiment Tactical Allocation ETF vs Invesco QQQ Trust, Series 1
Which is better, MOOD or QQQ?
Tactical Allocation against Large Cap Growth.
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. QQQ is less concentrated, with 46.7% 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 | QQQ |
|---|---|---|
| Expense Ratio | 0.73% | 0.18%Best |
| AUM | $161M | $506.1B |
| Dividend Yield | 0.35% | 0.42% |
| Holdings | 11 | 321 |
| YTD Return | +15.83% | +19.30%Best |
| 1Y Return | +22.31% | +22.47%Best |
| 3Y Return (annualized) | +22.83% | +26.18%Best |
| 5Y Return (annualized) | - | +15.42% |
| Volatility (annualized) | 12.3%Best | 19.9% |
| Max Drawdown | -14.3%Best | -22.8% |
| $10,000 over 4.4 years | $18,881 | $25,840Best |
| Top 10 Weight | 100.0% | 46.7%Best |
| Fund Family | Relative Sentiment technologies | Invesco (US) |
| Category | Allocation/Balanced | Equity |
| Style | Tactical Allocation | Large Cap Growth |
| Inception | May 19, 2022 | Mar 10, 1999 |
Volatility and max drawdown, and the $10,000 over 4.4 years row, are measured over the window both funds cover: May 19, 2022 to Oct 14, 2026 (4.4 years).
MOOD vs QQQ 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 4.4 years both funds cover.
MOOD vs QQQ Performance
Relative Sentiment Tactical Allocation ETF (MOOD) is an ETF from Relative Sentiment technologies and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year MOOD returned +22.31% while QQQ returned +22.47%. Year to date, MOOD is up 15.83% versus a gain of 19.30% for QQQ.
Over three years, MOOD compounded at +22.83% per year against +26.18% for QQQ. Across the full 4-year window we track, QQQ has the edge at +24.08% annualized vs +15.54%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 19.9% compared with 12.3% 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 -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.68. They move together some of the time, and apart the rest.
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 0.35% against 0.42% for QQQ.
Holdings Overlap
We hold position weights for 10 holdings in MOOD and 101 in QQQ, totalling 100.0% and 99.6% 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 101 in QQQ, against full books of 11 and 321.
What only one of them owns
Measured across the 10 and 101 positions we hold weights for.
QQQ holds 93 positions MOOD does not, 96.3% of the fund.
Largest: NVDA 8.33%, AAPL 7.35%, MSFT 5.76%, MU 5.02%, AMD 4.17%
You are not choosing between two funds in isolation.
Whichever of MOOD and QQQ 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 QQQ?
MOOD has an expense ratio of 0.73% while QQQ charges 0.18%. QQQ is the cheaper option, by $55 a year on a $10,000 investment.
Which performed better, MOOD or QQQ?
Over the past year MOOD returned +22.31% vs +22.47% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (4 years), MOOD annualized +15.54% vs +24.08% for QQQ. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MOOD or QQQ?
QQQ has been the more volatile fund at 19.9% annualized versus 12.3% for MOOD. Worst drawdown: MOOD -14.3% vs QQQ -22.8%.
Should I hold both MOOD and QQQ?
MOOD and QQQ have a monthly-return correlation of 0.68, 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 QQQ?
MOOD yields 0.35% while QQQ yields 0.42%, so QQQ currently pays the higher dividend yield.
Is QQQ better than MOOD?
QQQ has a lower expense ratio. QQQ led over 1Y, 3Y and the full window. QQQ is less concentrated, with 46.7% 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.