MOOD vs FCVT

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

MOOD vs FCVT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

MOOD

$117M

FCVT

$117M

Expense Ratio

Winner

MOOD

0.73%

FCVT

0.95%

Max Drawdown

Winner

MOOD

14.34%

FCVT

47.09%

Sharpe Ratio

MOOD

1.82

Winner

FCVT

1.91

5Y Beta

Winner

MOOD

0.43

FCVT

0.66

5Y Dividends CAGR

MOOD

N/A

FCVT

-3.59%

MOOD vs FCVT - Historical Returns

Returns include dividend reinvestment.

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

MOOD

+0.79%

Winner

FCVT

+1.61%

MOOD

+2.38%

Winner

FCVT

+14.99%

MOOD

+14.07%

Winner

FCVT

+19.16%

MOOD

+32.89%

Winner

FCVT

+40.54%

5Y(CAGR)

Winner

MOOD

+15.62%

FCVT

+6.69%

10Y(CAGR)

MOOD

N/A

FCVT

+11.90%

Max(CAGR)

Winner

MOOD

+15.62%

FCVT

+11.17%

MOOD vs FCVT - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

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

MOOD vs FCVT Drawdown Comparison

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

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

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

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

Correlation

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

0.97

-101

Dividend Comparison (2015 - 2026)

MOOD vs FCVT dividend yield comparison.

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