MOOD vs. AGGH ETF Comparison

Comparison of Relative Sentiment Tactical Allocation ETF (MOOD) to Simplify Aggregate Bond PLUS Credit Hedge ETF (AGGH)
MOOD

Relative Sentiment Tactical Allocation ETF

MOOD Description

The fund?s investment strategy is to seek to grow capital by tactically investing in other ETFs that invest in equity, bond, and gold based on ?relative sentiment? factors. The fund?s portfolio will be tactically allocated among passively-managed U.S. and foreign, developed market, equity ETFs, bond ETFs, and, in some instances, gold exchange-traded products (ETPs). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$30.51

Average Daily Volume

934

Number of Holdings *

4

* may have additional holdings in another (foreign) market
AGGH

Simplify Aggregate Bond PLUS Credit Hedge ETF

AGGH Description Simplify Aggregate Bond PLUS Credit Hedge ETF is an exchange traded fund launched and managed by Simplify Asset Management Inc. The fund invests in the fixed income markets of the United States. The fund invests through other funds and through derivatives such as swaps and options in the securities. It primarily invests in investment grade bonds. Simplify Aggregate Bond PLUS Credit Hedge ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$21.40

Average Daily Volume

85,695

Number of Holdings *

2

* may have additional holdings in another (foreign) market
Performance
Period MOOD AGGH
30 Days 3.27% -2.41%
60 Days 8.57% 0.50%
90 Days 4.49% 3.62%
12 Months 24.59% 9.70%
1 Overlapping Holdings
Symbol Grade Weight in MOOD Weight in AGGH Overlap
SCHP B 6.83% 6.71% 6.71%
MOOD Overweight 3 Positions Relative to AGGH
Symbol Grade Weight
UUP B 14.62%
RSP A 10.03%
SHY B 6.8%
MOOD Underweight 1 Positions Relative to AGGH
Symbol Grade Weight
AGG C -80.68%
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