FCVT vs MOOD

Comparison between FIRST TRUST SSI STRATEGIC CONVERTIBLE SECURITIES ETF (FCVT, ETF) and RELATIVE SENTIMENT TACTICAL ALLOCATION ETF (MOOD, ETF).

FCVT vs MOOD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FCVT(ETF)	MOOD(ETF)
Net Assets	$117M	$117M
Expense Ratio	0.95%	0.73%
Max Drawdown	47.09%	14.34%
Sharpe Ratio	1.91	1.82
5Y Beta	0.66	0.43
5Y Dividends CAGR	-3.59%	N/A

Net Assets

FCVT

$117M

MOOD

$117M

Expense Ratio

FCVT

0.95%

Winner

MOOD

0.73%

Max Drawdown

FCVT

47.09%

Winner

MOOD

14.34%

Sharpe Ratio

Winner

FCVT

1.91

MOOD

1.82

5Y Beta

FCVT

0.66

Winner

MOOD

0.43

5Y Dividends CAGR

FCVT

-3.59%

MOOD

N/A

FCVT vs MOOD - Historical Returns

Returns include dividend reinvestment.

Period	FCVT	MOOD
1 month	+1.61%	+0.79%
3 months	+14.99%	+2.38%
6 months	+19.16%	+14.07%
1 year	+40.54%	+32.89%
5 years(CAGR)	+6.69%	+15.62%
10 years(CAGR)	+11.90%	N/A
Max(CAGR)	+11.17%	+15.62%

Winner

FCVT

+1.61%

MOOD

+0.79%

Winner

FCVT

+14.99%

MOOD

+2.38%

Winner

FCVT

+19.16%

MOOD

+14.07%

Winner

FCVT

+40.54%

MOOD

+32.89%

5Y(CAGR)

FCVT

+6.69%

Winner

MOOD

+15.62%

10Y(CAGR)

FCVT

+11.90%

MOOD

N/A

Max(CAGR)

FCVT

+11.17%

Winner

MOOD

+15.62%

FCVT vs MOOD - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	FCVT	MOOD
2026	+18.58%	+11.79%
2025	+20.22%	+29.86%
2024	+13.11%	+12.98%
2023	+7.56%	+12.26%
2022	-20.95%	-2.91%
2021	+4.81%	N/A
2020	+49.75%	N/A
2019	+22.39%	N/A
2018	-2.62%	N/A
2017	+13.40%	N/A
2016	+8.21%	N/A
2015	-1.96%	N/A

FCVT vs MOOD Drawdown Comparison

The maximum drawdown for FCVT was -31.85%, occurring on Oct 27, 2023. Recovery took 1149 trading sessions.

The maximum drawdown for MOOD was -14.34%, occurring on Oct 14, 2022. Recovery took 112 trading sessions.

The current FCVT drawdown is -5.10%. The current MOOD drawdown is -2.53%.

Rank	FCVT	MOOD
#1	-31.85% Feb 12, 2021 - Sep 11, 2025	-14.34% Aug 16, 2022 - Jan 26, 2023
#2	-29.90% Feb 19, 2020 - Jun 8, 2020	-9.71% Jan 29, 2026 - Mar 20, 2026
#3	-20.07% Apr 20, 2016 - Oct 5, 2017	-9.17% Jul 26, 2023 - Dec 14, 2023
#4	-14.24% Sep 4, 2018 - Mar 21, 2019	-7.15% Feb 2, 2023 - Jun 13, 2023
#5	-12.97% Nov 17, 2015 - Apr 20, 2016	-6.51% May 27, 2022 - Jul 29, 2022
#6	-8.47% Jan 28, 2026 - Apr 9, 2026	-5.56% Jul 16, 2024 - Sep 12, 2024
#7	-8.16% Sep 1, 2020 - Oct 12, 2020	-4.67% Mar 19, 2025 - May 5, 2025
#8	-7.44% Nov 3, 2025 - Jan 6, 2026	-4.48% Nov 29, 2024 - Jan 30, 2025
#9	-6.84% Jan 23, 2018 - Mar 9, 2018	-4.24% Nov 12, 2025 - Nov 28, 2025
#10	-5.10% Jun 2, 2026 - Jun 5, 2026	-2.82% Jul 23, 2025 - Aug 12, 2025
#11	-5.09% Oct 13, 2020 - Nov 5, 2020	-2.66% Feb 20, 2025 - Mar 19, 2025
#12	-4.97% Mar 12, 2018 - May 30, 2018	-2.59% Oct 20, 2025 - Nov 12, 2025
#13	-4.70% Jun 8, 2020 - Jun 22, 2020	-2.54% Oct 8, 2025 - Oct 15, 2025
#14	-4.69% Jan 20, 2021 - Feb 4, 2021	-2.27% Apr 9, 2024 - May 6, 2024
#15	-4.57% Jul 26, 2019 - Nov 19, 2019	-2.26% Jun 15, 2023 - Jul 13, 2023

Correlation

Correlation between FCVT and MOOD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2015 - 2026)

FCVT vs MOOD dividend yield comparison.

Year	FCVT	MOOD
2026	0.44%	0.00%
2025	1.98%	0.40%
2024	1.30%	1.33%
2023	1.76%	1.34%
2022	3.71%	1.43%
2021	23.07%	0.00%
2020	1.72%	0.00%
2019	1.60%	0.00%
2018	1.85%	0.00%
2017	2.18%	0.00%
2016	1.88%	0.00%
2015	0.59%	0.00%