KOOL vs. PSCI ETF Comparison
Comparison of North Shore Equity Rotation ETF (KOOL) to PowerShares S&P SmallCap Industrials Portfolio (PSCI)
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
$10.84
Average Daily Volume
10,051
19
PSCI
PowerShares S&P SmallCap Industrials Portfolio
PSCI Description
The PowerShares S&P SmallCap Industrials Portfolio (Fund) is based on the S&P SmallCap 600® Capped Industrials Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to measure the overall performance of common stocks of US industrial companies. These companies are principally engaged in the business of providing industrial products and services, including engineering, heavy machinery, construction, electrical equipment, aerospace and defense and general manufacturing. The Index is a subset of the S&P SmallCap 600® Index, which is a float-adjusted, market-capitalization-weighted index reflecting the US small-cap market. The Fund and the Index are rebalanced and reconstituted quarterly.Grade (RS Rating)
Last Trade
$131.24
Average Daily Volume
3,991
93
Performance
| Period | KOOL | PSCI |
|---|---|---|
| 30 Days | 1.33% | 0.76% |
| 60 Days | 2.88% | 1.54% |
| 90 Days | 6.61% | 5.54% |
| 12 Months | 35.50% |
1 Overlapping Holdings
| Symbol | Grade | Weight in KOOL | Weight in PSCI | Overlap | |
|---|---|---|---|---|---|
| MYRG | B | 2.46% | 0.77% | 0.77% |
KOOL Underweight 92 Positions Relative to PSCI
| Symbol | Grade | Weight | |
|---|---|---|---|
| MLI | A | -3.81% | |
| RHI | C | -2.85% | |
| AVAV | B | -2.54% | |
| CSWI | B | -2.51% | |
| AWI | A | -2.45% | |
| MDU | F | -2.41% | |
| ALK | A | -2.36% | |
| DY | C | -2.29% | |
| MOG.A | C | -2.27% | |
| BCC | D | -2.16% | |
| FSS | F | -2.15% | |
| ZWS | A | -2.12% | |
| AL | B | -1.89% | |
| ACA | B | -1.88% | |
| MATX | A | -1.84% | |
| VRRM | F | -1.78% | |
| GTES | A | -1.7% | |
| FELE | D | -1.64% | |
| RXO | B | -1.59% | |
| SKYW | A | -1.55% | |
| KFY | C | -1.49% | |
| JBT | A | -1.49% | |
| GMS | A | -1.46% | |
| GVA | A | -1.46% | |
| ESE | A | -1.37% | |
| RUSHA | A | -1.36% | |
| ABM | B | -1.36% | |
| RUN | C | -1.32% | |
| BRC | D | -1.3% | |
| NPO | F | -1.28% | |
| REZI | C | -1.21% | |
| TRN | C | -1.2% | |
| UNF | D | -1.15% | |
| HUBG | D | -1.1% | |
| GFF | F | -1.06% | |
| ARCB | F | -1.01% | |
| EPAC | A | -1.0% | |
| HNI | D | -1.0% | |
| POWL | A | -0.98% | |
| WERN | A | -0.95% | |
| AZZ | D | -0.94% | |
| AIN | F | -0.91% | |
| JBLU | D | -0.88% | |
| B | A | -0.88% | |
| AIR | F | -0.88% | |
| SXI | A | -0.86% | |
| HAYW | A | -0.86% | |
| GEO | B | -0.85% | |
| ROCK | D | -0.82% | |
| KMT | B | -0.8% | |
| HI | F | -0.79% | |
| GBX | A | -0.78% | |
| ALG | C | -0.73% | |
| KAR | F | -0.72% | |
| TNC | F | -0.7% | |
| MRCY | D | -0.69% | |
| MLKN | F | -0.67% | |
| APOG | A | -0.67% | |
| VSTS | F | -0.66% | |
| CXW | C | -0.62% | |
| AMWD | D | -0.6% | |
| NX | C | -0.57% | |
| CSGS | D | -0.55% | |
| SNDR | A | -0.54% | |
| LNN | C | -0.54% | |
| DNOW | F | -0.52% | |
| NVEE | D | -0.47% | |
| TGI | C | -0.46% | |
| PBI | A | -0.45% | |
| VICR | B | -0.44% | |
| TILE | A | -0.43% | |
| ALGT | B | -0.37% | |
| MRTN | F | -0.37% | |
| DLX | F | -0.34% | |
| VVI | B | -0.34% | |
| NVRI | F | -0.33% | |
| HSII | A | -0.32% | |
| HCSG | A | -0.32% | |
| WNC | F | -0.32% | |
| MATW | D | -0.29% | |
| FWRD | C | -0.29% | |
| ASTE | C | -0.29% | |
| PRLB | B | -0.28% | |
| KELYA | D | -0.26% | |
| DXPE | C | -0.25% | |
| IIIN | F | -0.22% | |
| LQDT | D | -0.2% | |
| HTLD | F | -0.2% | |
| SNCY | A | -0.2% | |
| NPK | F | -0.16% | |
| HTZ | F | -0.15% | |
| TWI | F | -0.14% |
KOOL: Top Represented Industries & Keywords
PSCI: Top Represented Industries & Keywords
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