MOOD vs TRIO
Comparison between RELATIVE SENTIMENT TACTICAL ALLOCATION ETF (MOOD, ETF) and MC TRIO EQUITY BUFFERED ETF (TRIO, ETF).
MOOD vs TRIO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MOOD vs TRIO - Holdings Comparison
MOOD and TRIO have 1 common holdings. Overlap is 0.20%
MOOD's top 25 holdings weight is 100.03%. TRIO's top 25 holdings weight is 2.67%.
| Rank | MOOD | TRIO |
|---|---|---|
| #1 | STATE STREET® SPDR® S&P 500® ETF (SPY) - 19.11% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.67% |
| #2 | ISHARES CORE MSCI EAFE ETF (IEFA) - 14.07% | N/A |
| #3 | STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 11.12% | N/A |
| #4 | GRANITESHARES GOLD TRUST (BAR) - 9.73% | N/A |
| #5 | ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) - 9.24% | N/A |
| #6 | ABRDN BLMB ALLCMDSTRK1FR ETF (BCI) - 7.94% | N/A |
| #7 | ISHARES 20& YEAR TREASURY BOND ETF (TLT) - 6.85% | N/A |
| #8 | ISHARES CORE MSCI EMERGING MARKETS ETF (IEMG) - 5.22% | N/A |
| #9 | INVESCO DB US DOLLAR BULLISH (UUP) - 5.04% | N/A |
| #10 | ISHARES MSCI GLOBAL GOLD MINERS ETF (RING) - 4.57% | N/A |
| #11 | AMPLIFY JUNIOR SILVER MINERS ETF (SILJ) - 4.30% | N/A |
| #12 | ABRDN PHYSICAL SILVER SHARES ETF (SIVR) - 2.64% | N/A |
| #13 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.20% | N/A |
| #14 | N/A | N/A |
| #15 | N/A | N/A |
| #16 | N/A | N/A |
| #17 | N/A | N/A |
| #18 | N/A | N/A |
| #19 | N/A | N/A |
| #20 | N/A | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 13 | 1 |
MOOD vs TRIO - Historical Returns
Returns include dividend reinvestment.
MOOD vs TRIO - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | MOOD | TRIO |
|---|---|---|
| 2026 | +11.79% | +4.67% |
| 2025 | +29.86% | +11.98% |
| 2024 | +12.98% | N/A |
| 2023 | +12.26% | N/A |
| 2022 | -2.91% | N/A |
MOOD vs TRIO Drawdown Comparison
The maximum drawdown for MOOD was -14.34%, occurring on Oct 14, 2022. Recovery took 112 trading sessions.
The maximum drawdown for TRIO was -9.88%, occurring on Apr 8, 2025. Recovery took 34 trading sessions.
The current MOOD drawdown is -2.53%. The current TRIO drawdown is -0.77%.
| Rank | MOOD | TRIO |
|---|---|---|
| #1 | -14.34% Aug 16, 2022 - Jan 26, 2023 | -9.88% Mar 24, 2025 - May 12, 2025 |
| #2 | -9.71% Jan 29, 2026 - Mar 20, 2026 | -4.47% Feb 25, 2026 - Apr 13, 2026 |
| #3 | -9.17% Jul 26, 2023 - Dec 14, 2023 | -2.57% Oct 27, 2025 - Nov 28, 2025 |
| #4 | -7.15% Feb 2, 2023 - Jun 13, 2023 | -2.40% Mar 7, 2025 - Mar 24, 2025 |
| #5 | -6.51% May 27, 2022 - Jul 29, 2022 | -1.33% May 19, 2025 - Jun 3, 2025 |
| #6 | -5.56% Jul 16, 2024 - Sep 12, 2024 | -1.33% Oct 6, 2025 - Oct 20, 2025 |
| #7 | -4.67% Mar 19, 2025 - May 5, 2025 | -1.25% Jul 25, 2025 - Aug 8, 2025 |
| #8 | -4.48% Nov 29, 2024 - Jan 30, 2025 | -1.18% Jan 27, 2026 - Feb 9, 2026 |
| #9 | -4.24% Nov 12, 2025 - Nov 28, 2025 | -0.88% Jan 12, 2026 - Jan 22, 2026 |
| #10 | -2.82% Jul 23, 2025 - Aug 12, 2025 | -0.83% Feb 9, 2026 - Feb 25, 2026 |
| #11 | -2.66% Feb 20, 2025 - Mar 19, 2025 | -0.78% Dec 11, 2025 - Dec 19, 2025 |
| #12 | -2.59% Oct 20, 2025 - Nov 12, 2025 | -0.77% Jun 4, 2026 - Jun 5, 2026 |
| #13 | -2.54% Oct 8, 2025 - Oct 15, 2025 | -0.70% Jun 10, 2025 - Jun 24, 2025 |
| #14 | -2.27% Apr 9, 2024 - May 6, 2024 | -0.61% Sep 22, 2025 - Sep 30, 2025 |
| #15 | -2.26% Jun 15, 2023 - Jul 13, 2023 | -0.55% May 14, 2026 - May 21, 2026 |
Correlation
Correlation between MOOD and TRIO is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2022 - 2025)
MOOD vs TRIO dividend yield comparison.
| Year | MOOD | TRIO |
|---|---|---|
| 2025 | 0.40% | 9.01% |
| 2024 | 1.33% | 0.00% |
| 2023 | 1.34% | 0.00% |
| 2022 | 1.43% | 0.00% |
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