MOOD vs LGDX
Comparison between RELATIVE SENTIMENT TACTICAL ALLOCATION ETF (MOOD, ETF) and INTECH S&P LARGE CAP DIVERSIFIED ALPHA ETF (LGDX, ETF).
MOOD vs LGDX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MOOD
$143M
Winner
LGDX
$143M
Expense Ratio
MOOD
0.73%
Winner
LGDX
0.25%
Max Drawdown
Winner
MOOD
14.34%
LGDX
15.79%
Sharpe Ratio
Winner
MOOD
1.86
LGDX
1.21
5Y Beta
Winner
MOOD
0.44
LGDX
0.98
P/E Ratio
MOOD
N/A
LGDX
25.01
Forward P/E
MOOD
N/A
LGDX
19.54
5Y EPS CAGR
MOOD
N/A
LGDX
27.39%
Debt to Equity
MOOD
N/A
LGDX
82.61%
P/S Ratio
MOOD
N/A
LGDX
2.80
P/B Ratio
MOOD
N/A
LGDX
5.66
MOOD vs LGDX - Holdings Comparison
MOOD and LGDX have 1 common holdings. Overlap is 0.20%
MOOD's top 25 holdings weight is 100.03%. LGDX's top 25 holdings weight is 54.55%.
| Rank | MOOD | LGDX |
|---|---|---|
| #1 | STATE STREET® SPDR® S&P 500® ETF (SPY) - 19.11% | NVIDIA CORP (NVDA) - 9.74% |
| #2 | ISHARES CORE MSCI EAFE ETF (IEFA) - 14.07% | MICROSOFT CORP (MSFT) - 6.15% |
| #3 | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 11.12% | APPLE INC (AAPL) - 4.95% |
| #4 | GRANITESHARES GOLD TRUST (BAR) - 9.73% | BROADCOM INC (AVGO) - 4.15% |
| #5 | ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) - 9.24% | ALPHABET INC CLASS A (GOOGL) - 3.61% |
| #6 | ABRDN BLMB ALLCMDSTRK1FR ETF (BCI) - 7.94% | ALPHABET INC CLASS C (GOOG) - 2.91% |
| #7 | ISHARES 20& YEAR TREASURY BOND ETF (TLT) - 6.85% | META PLATFORMS INC CLASS A (META) - 2.21% |
| #8 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 5.22% | AMAZON.COM INC (AMZN) - 2.00% |
| #9 | INVESCO DB US DOLLAR BULLISH (UUP) - 5.04% | ELI LILLY AND CO (LLY) - 1.65% |
| #10 | ISHARES MSCI GLOBAL GOLD MINERS ETF (RING) - 4.57% | CISCO SYSTEMS INC (CSCO) - 1.61% |
| #11 | AMPLIFY JUNIOR SILVER MINERS ETF (SILJ) - 4.30% | TESLA INC (TSLA) - 1.50% |
| #12 | ABRDN PHYSICAL SILVER SHARES ETF (SIVR) - 2.64% | THE GOLDMAN SACHS GROUP INC (GS) - 1.29% |
| #13 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.20% | CITIGROUP INC (C) - 1.28% |
| #14 | N/A | MICRON TECHNOLOGY INC (MU) - 1.14% |
| #15 | N/A | n/a (PLTR) - 1.12% |
| #16 | N/A | LOCKHEED MARTIN CORP (LMT) - 1.09% |
| #17 | N/A | 3M CO (MMM) - 0.96% |
| #18 | N/A | JOHNSON & JOHNSON (JNJ) - 0.96% |
| #19 | N/A | AMERICAN EXPRESS CO (AXP) - 0.94% |
| #20 | N/A | EOG RESOURCES INC (EOG) - 0.91% |
| #21 | N/A | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.89% |
| #22 | N/A | GENERAL MOTORS CO (GM) - 0.89% |
| #23 | N/A | AMERICAN TOWER CORP (AMT) - 0.88% |
| #24 | N/A | GE VERNOVA INC (GEV) - 0.86% |
| #25 | N/A | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.86% |
| Total Holdings | 13 | 262 |
MOOD vs LGDX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MOOD
+1.71%
LGDX
+0.81%
3M
MOOD
+4.90%
Winner
LGDX
+10.36%
6M
Winner
MOOD
+15.59%
LGDX
+8.57%
1Y
Winner
MOOD
+33.44%
LGDX
+19.81%
5Y(CAGR)
MOOD
+16.02%
LGDX
N/A
Max(CAGR)
MOOD
+16.02%
Winner
LGDX
+17.20%
MOOD vs LGDX - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | MOOD | LGDX |
|---|---|---|
| 2026 | +13.71% | +7.82% |
| 2025 | +29.86% | +13.95% |
| 2024 | +12.98% | N/A |
| 2023 | +12.26% | N/A |
| 2022 | -2.91% | N/A |
MOOD vs LGDX Drawdown Comparison
The maximum drawdown for MOOD was -14.34%, occurring on Oct 14, 2022. Recovery took 112 trading sessions.
The maximum drawdown for LGDX was -15.79%, occurring on Apr 8, 2025. Recovery took 51 trading sessions.
The current MOOD drawdown is -0.86%. The current LGDX drawdown is -2.57%.
| Rank | MOOD | LGDX |
|---|---|---|
| #1 | -14.34% Aug 16, 2022 - Jan 26, 2023 | -15.79% Feb 28, 2025 - May 13, 2025 |
| #2 | -9.71% Jan 29, 2026 - Mar 20, 2026 | -8.96% Jan 27, 2026 - Apr 14, 2026 |
| #3 | -9.17% Jul 26, 2023 - Dec 14, 2023 | -5.93% Oct 28, 2025 - Dec 23, 2025 |
| #4 | -7.15% Feb 2, 2023 - Jun 13, 2023 | -4.39% Jun 1, 2026 - Jun 10, 2026 |
| #5 | -6.51% May 27, 2022 - Jul 29, 2022 | -3.11% Jan 12, 2026 - Jan 27, 2026 |
| #6 | -5.56% Jul 16, 2024 - Sep 12, 2024 | -3.04% May 19, 2025 - Jun 6, 2025 |
| #7 | -4.67% Mar 19, 2025 - May 5, 2025 | -2.74% Oct 8, 2025 - Oct 21, 2025 |
| #8 | -4.48% Nov 29, 2024 - Jan 30, 2025 | -2.46% Jul 25, 2025 - Aug 12, 2025 |
| #9 | -4.24% Nov 12, 2025 - Nov 28, 2025 | -1.98% May 14, 2026 - May 26, 2026 |
| #10 | -2.82% Jul 23, 2025 - Aug 12, 2025 | -1.49% Sep 22, 2025 - Oct 3, 2025 |
| #11 | -2.66% Feb 20, 2025 - Mar 19, 2025 | -1.48% Aug 28, 2025 - Sep 9, 2025 |
| #12 | -2.59% Oct 20, 2025 - Nov 12, 2025 | -1.47% Dec 24, 2025 - Jan 12, 2026 |
| #13 | -2.54% Oct 8, 2025 - Oct 15, 2025 | -1.43% Aug 18, 2025 - Aug 22, 2025 |
| #14 | -2.27% Apr 9, 2024 - May 6, 2024 | -1.03% Jun 12, 2025 - Jun 16, 2025 |
| #15 | -2.26% Jun 15, 2023 - Jul 13, 2023 | -1.02% Apr 27, 2026 - Apr 30, 2026 |
Correlation
Correlation between MOOD and LGDX is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2022 - 2025)
MOOD vs LGDX dividend yield comparison.
| Year | MOOD | LGDX |
|---|---|---|
| 2025 | 0.40% | 0.52% |
| 2024 | 1.33% | 0.00% |
| 2023 | 1.34% | 0.00% |
| 2022 | 1.43% | 0.00% |
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