KOOL vs. IWLG ETF Comparison
Comparison of North Shore Equity Rotation ETF (KOOL) to IQ MacKay Municipal Insured ETF (IWLG)
KOOL
North Shore Equity Rotation ETF
KOOL Description
KOOL aims to outperform the S&P 500 by dynamically allocating a global equity portfolio. The strategy aims to favor sectors historically known for strong performance across the business cycle phases: recession, recovery, expansion, and slowdown. It involves economic indicators and market trends, including current and forward-looking metrics to pinpoint these stages. This approach is reviewed monthly to ensure the portfolio remains aligned with changing economic conditions and market dynamics. Portfolio selection blends fundamental and technical analysis, along with top-down macroeconomic insights and industry trends such as GDP, employment, consumer spending, and inflation. To add, it also utilizes both buy- and sell-side research to finalize the composition. Up to 20% of the assets may comprise fixed-income securities and option contracts to generate income and manage risks. Moreover, it boosts income through securities lending and transaction fee collection. Investments may include ETFs.
Grade (RS Rating)
Last Trade
$11.22
Average Daily Volume
6,954
18
IWLG
IQ MacKay Municipal Insured ETF
IWLG Description
IQ MacKay Municipal Insured ETF seek long-term growth of capital by employing a bottom-up investment process while investing in companies that have the potential for above-average future earnings and cash flow growth. IQ MacKay Municipal Insured ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$47.70
Average Daily Volume
10,155
42
Performance
| Period | KOOL | IWLG |
|---|---|---|
| 30 Days | 1.57% | 2.64% |
| 60 Days | 5.03% | 5.51% |
| 90 Days | 5.10% | 7.23% |
| 12 Months | 37.84% |
KOOL Underweight 35 Positions Relative to IWLG
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | -4.01% | |
| LLY | F | -2.51% | |
| SPOT | B | -2.49% | |
| GOOG | C | -2.44% | |
| MA | B | -2.33% | |
| ISRG | A | -2.23% | |
| GE | D | -2.0% | |
| KKR | A | -1.99% | |
| TT | A | -1.86% | |
| NFLX | A | -1.8% | |
| AMD | F | -1.78% | |
| WDAY | B | -1.76% | |
| NOW | A | -1.75% | |
| FICO | B | -1.73% | |
| ETN | A | -1.62% | |
| INTU | B | -1.55% | |
| TSLA | B | -1.52% | |
| UBER | F | -1.51% | |
| MELI | C | -1.49% | |
| LRCX | F | -1.43% | |
| CMG | B | -1.34% | |
| SBUX | A | -1.27% | |
| ORCL | A | -1.22% | |
| SYK | B | -1.19% | |
| ORLY | B | -1.19% | |
| SHOP | B | -1.11% | |
| SNPS | B | -1.07% | |
| WCN | A | -1.07% | |
| ASML | F | -1.05% | |
| HLT | A | -1.03% | |
| TXN | C | -0.97% | |
| ALNY | D | -0.95% | |
| BSX | A | -0.95% | |
| ADBE | C | -0.84% | |
| BKNG | A | -0.55% |
KOOL: Top Represented Industries & Keywords
IWLG: Top Represented Industries & Keywords
Compare ETFs
