KOOL vs. KOCG ETF Comparison
Comparison of North Shore Equity Rotation ETF (KOOL) to FIS Knights of Columbus Global Belief ETF (KOCG)
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
$10.74
Average Daily Volume
10,300
10
KOCG
FIS Knights of Columbus Global Belief ETF
KOCG Description
FIS Knights of Columbus Global Belief ETF is an open end Exchange Traded Fund incorporated in the USA. The Sub-Adviser first ranks the individual stocks in which the Fund may invest through the use of models that incorporate multiple fundamental factors, with the weightings of the factors in the models varying in relation to the stock's sector and region and the current market environment.Grade (RS Rating)
Last Trade
$27.84
Average Daily Volume
478
57
Performance
| Period | KOOL | KOCG |
|---|---|---|
| 30 Days | 1.93% | 1.27% |
| 60 Days | 3.35% | 6.21% |
| 90 Days | 2.91% | 5.18% |
| 12 Months | 30.93% |
KOOL Underweight 53 Positions Relative to KOCG
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | B | -2.41% | |
| AVGO | C | -2.03% | |
| BRK.A | C | -1.77% | |
| JPM | D | -1.6% | |
| TSM | C | -1.59% | |
| V | C | -1.46% | |
| AXP | A | -1.46% | |
| PWR | B | -1.45% | |
| UL | B | -1.33% | |
| NOW | C | -1.28% | |
| TJX | C | -1.24% | |
| NFLX | B | -1.21% | |
| MMM | B | -1.2% | |
| HIG | A | -1.17% | |
| GS | B | -1.17% | |
| ISRG | B | -1.14% | |
| LIN | B | -1.07% | |
| CAT | B | -1.07% | |
| ZTS | B | -1.05% | |
| CRM | C | -1.05% | |
| LYG | B | -1.02% | |
| UNP | C | -1.02% | |
| INFY | D | -1.02% | |
| KB | D | -1.01% | |
| MDLZ | C | -0.99% | |
| MSI | A | -0.97% | |
| ETR | A | -0.96% | |
| GIS | C | -0.96% | |
| GM | D | -0.93% | |
| TGT | C | -0.89% | |
| NOC | B | -0.88% | |
| AIG | D | -0.87% | |
| DVA | B | -0.87% | |
| DECK | C | -0.87% | |
| CPB | D | -0.86% | |
| DRI | C | -0.85% | |
| COP | F | -0.83% | |
| DIS | D | -0.83% | |
| CPRT | D | -0.81% | |
| CFG | D | -0.81% | |
| LNG | D | -0.79% | |
| MELI | C | -0.78% | |
| HMC | D | -0.75% | |
| BJ | D | -0.73% | |
| MDT | A | -0.72% | |
| TSLA | B | -0.68% | |
| SUZ | D | -0.67% | |
| VICI | B | -0.64% | |
| ULTA | D | -0.63% | |
| PODD | C | -0.62% | |
| PDD | D | -0.5% | |
| LULU | D | -0.43% | |
| BKR | C | -0.42% |
KOOL: Top Represented Industries & Keywords
KOCG: Top Represented Industries & Keywords
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