KOOL vs. PWS ETF Comparison
Comparison of North Shore Equity Rotation ETF (KOOL) to Pacer WealthShield ETF (PWS)
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
$11.25
Average Daily Volume
6,769
Number of Holdings
*
18
* may have additional holdings in another (foreign) market
PWS
Pacer WealthShield ETF
PWS Description
The investment seeks to track the total return performance, before fees and expenses, of the Pacer WealthShield Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in (i) the component securities of the index or (ii) ETFs that seek to track the performance of some or all of the component securities of the index in the same approximate weight as such component securities. The index utilizes a systematic risk management strategy that directs the index's exposure to U.S. equity securities, U.S. Treasury securities, or a mix of each. The fund is non-diversified.Grade (RS Rating)
Last Trade
$31.23
Average Daily Volume
1,845
Number of Holdings
*
217
* may have additional holdings in another (foreign) market
Performance
| Period | KOOL | PWS |
|---|---|---|
| 30 Days | 3.24% | 4.72% |
| 60 Days | 4.82% | -1.94% |
| 90 Days | 5.37% | 1.22% |
| 12 Months | 21.11% |
KOOL Underweight 211 Positions Relative to PWS
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSLA | B | -3.8% | |
| COST | B | -2.9% | |
| PG | A | -2.84% | |
| WMT | A | -2.67% | |
| NEE | D | -2.58% | |
| PLD | D | -1.88% | |
| KO | D | -1.72% | |
| AMT | D | -1.66% | |
| HD | A | -1.59% | |
| SO | D | -1.57% | |
| PEP | F | -1.54% | |
| EQIX | A | -1.54% | |
| PM | B | -1.43% | |
| DUK | C | -1.43% | |
| WELL | A | -1.41% | |
| CEG | D | -1.2% | |
| DLR | B | -1.01% | |
| SPG | B | -0.98% | |
| PSA | D | -0.93% | |
| AVGO | D | -0.93% | |
| O | D | -0.88% | |
| VST | B | -0.87% | |
| MCD | D | -0.84% | |
| AEP | D | -0.84% | |
| CCI | D | -0.8% | |
| D | C | -0.79% | |
| PEG | A | -0.74% | |
| PCG | A | -0.74% | |
| CBRE | B | -0.7% | |
| MO | A | -0.68% | |
| BKNG | A | -0.68% | |
| XEL | A | -0.64% | |
| EXC | C | -0.63% | |
| EXR | D | -0.62% | |
| MDLZ | F | -0.61% | |
| VICI | C | -0.6% | |
| LOW | D | -0.6% | |
| IRM | D | -0.6% | |
| AVB | B | -0.57% | |
| CSGP | D | -0.55% | |
| ED | D | -0.55% | |
| CL | D | -0.54% | |
| TJX | A | -0.54% | |
| EIX | B | -0.54% | |
| ETR | B | -0.53% | |
| WEC | A | -0.51% | |
| VTR | C | -0.47% | |
| EQR | B | -0.45% | |
| SBUX | A | -0.45% | |
| AWK | D | -0.44% | |
| SBAC | D | -0.42% | |
| PPL | B | -0.41% | |
| DTE | C | -0.41% | |
| TGT | F | -0.4% | |
| AEE | A | -0.4% | |
| CRM | B | -0.39% | |
| WY | D | -0.39% | |
| ORCL | B | -0.37% | |
| ATO | A | -0.37% | |
| ES | D | -0.36% | |
| FE | C | -0.35% | |
| NKE | D | -0.35% | |
| INVH | D | -0.34% | |
| ESS | B | -0.34% | |
| MAA | B | -0.33% | |
| CNP | B | -0.33% | |
| CMS | C | -0.33% | |
| NRG | B | -0.32% | |
| KVUE | A | -0.32% | |
| CMG | B | -0.32% | |
| KMB | D | -0.32% | |
| KIM | A | -0.3% | |
| ARE | D | -0.29% | |
| ORLY | B | -0.28% | |
| CSCO | B | -0.28% | |
| KR | B | -0.27% | |
| ADBE | C | -0.27% | |
| NI | A | -0.27% | |
| ACN | C | -0.27% | |
| AMD | F | -0.27% | |
| KDP | D | -0.26% | |
| LNT | A | -0.26% | |
| MAR | B | -0.26% | |
| NOW | A | -0.26% | |
| STZ | D | -0.26% | |
| DOC | D | -0.26% | |
| MNST | C | -0.26% | |
| GIS | D | -0.25% | |
| SYY | B | -0.25% | |
| ABNB | C | -0.24% | |
| EVRG | A | -0.24% | |
| IBM | C | -0.24% | |
| GM | B | -0.24% | |
| HLT | A | -0.24% | |
| UDR | B | -0.23% | |
| TXN | C | -0.22% | |
| INTU | C | -0.22% | |
| RCL | A | -0.22% | |
| CPT | B | -0.22% | |
| QCOM | F | -0.21% | |
| AZO | C | -0.21% | |
| REG | B | -0.21% | |
| HST | C | -0.21% | |
| BXP | D | -0.2% | |
| DHI | D | -0.19% | |
| CHD | B | -0.19% | |
| KHC | F | -0.19% | |
| ADM | D | -0.18% | |
| HSY | F | -0.18% | |
| ROST | C | -0.18% | |
| F | C | -0.17% | |
| PNW | B | -0.17% | |
| AMAT | F | -0.17% | |
| LEN | D | -0.16% | |
| CLX | B | -0.15% | |
| YUM | B | -0.15% | |
| FRT | B | -0.15% | |
| K | A | -0.15% | |
| PLTR | B | -0.15% | |
| AES | F | -0.15% | |
| PANW | C | -0.15% | |
| MKC | D | -0.14% | |
| LULU | C | -0.14% | |
| GRMN | B | -0.13% | |
| TSN | B | -0.13% | |
| ADI | D | -0.13% | |
| MU | D | -0.13% | |
| TSCO | D | -0.12% | |
| EBAY | D | -0.12% | |
| ANET | C | -0.12% | |
| INTC | D | -0.12% | |
| PHM | D | -0.11% | |
| DECK | A | -0.11% | |
| EL | F | -0.11% | |
| LRCX | F | -0.11% | |
| DG | F | -0.11% | |
| CRWD | B | -0.1% | |
| SNPS | B | -0.1% | |
| CCL | B | -0.1% | |
| MSI | B | -0.1% | |
| KLAC | D | -0.1% | |
| CDNS | B | -0.1% | |
| APH | A | -0.1% | |
| BG | F | -0.09% | |
| EXPE | B | -0.09% | |
| DLTR | F | -0.09% | |
| NVR | D | -0.09% | |
| DRI | B | -0.08% | |
| LW | C | -0.08% | |
| ADSK | A | -0.08% | |
| SJM | D | -0.08% | |
| ULTA | F | -0.07% | |
| GPC | D | -0.07% | |
| BBY | D | -0.07% | |
| NXPI | D | -0.07% | |
| FICO | B | -0.07% | |
| LVS | C | -0.07% | |
| ROP | B | -0.07% | |
| FTNT | C | -0.07% | |
| TAP | C | -0.07% | |
| APTV | D | -0.06% | |
| CPB | D | -0.06% | |
| DPZ | C | -0.06% | |
| HRL | D | -0.06% | |
| NCLH | B | -0.05% | |
| DELL | C | -0.05% | |
| CTSH | B | -0.05% | |
| KMX | B | -0.05% | |
| IT | C | -0.05% | |
| TPR | B | -0.05% | |
| POOL | C | -0.05% | |
| KEYS | A | -0.04% | |
| ANSS | B | -0.04% | |
| LKQ | D | -0.04% | |
| WBA | F | -0.04% | |
| MCHP | D | -0.04% | |
| HPQ | B | -0.04% | |
| GLW | B | -0.04% | |
| WDC | D | -0.03% | |
| TDY | B | -0.03% | |
| PTC | A | -0.03% | |
| MHK | D | -0.03% | |
| CDW | F | -0.03% | |
| TYL | B | -0.03% | |
| BWA | D | -0.03% | |
| NTAP | C | -0.03% | |
| HAS | D | -0.03% | |
| GDDY | A | -0.03% | |
| CZR | F | -0.03% | |
| RL | B | -0.03% | |
| HPE | B | -0.03% | |
| MPWR | F | -0.03% | |
| WYNN | D | -0.03% | |
| MGM | D | -0.03% | |
| ON | D | -0.03% | |
| SMCI | F | -0.02% | |
| SWKS | F | -0.02% | |
| AKAM | D | -0.02% | |
| EPAM | C | -0.02% | |
| FFIV | B | -0.02% | |
| JBL | B | -0.02% | |
| VRSN | F | -0.02% | |
| GEN | B | -0.02% | |
| TER | D | -0.02% | |
| TRMB | B | -0.02% | |
| FSLR | F | -0.02% | |
| ZBRA | B | -0.02% | |
| STX | D | -0.02% | |
| QRVO | F | -0.01% | |
| ENPH | F | -0.01% | |
| JNPR | F | -0.01% |
KOOL: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Engineering & Construction
Asset Management
Building Materials
Consumer Electronics
Drug Manufacturers - Major
Insurance - Diversified
Packaged Foods
Residential Construction
Semiconductors
Software - Infrastructure
Specialty Retail
Utilities - Diversified
Keywords:
S&P 500
Nasdaq 100
Computing
Dow Jones Component
Hyperscale
Mobile Devices
Operating System
Smartphones
Software
Work From Home
Airport
Distribution Network
Distribution Systems
ETF
Electric Power Transmission
Exchange Traded Fund
Laptop Computer
Michels Corporation
Natural Gas
Online Retail
PWS: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Software - Application
Semiconductors
Packaged Foods
Specialty Retail
Household & Personal Products
REIT - Residential
Utilities - Diversified
Information Technology Services
Leisure
Restaurants
Software - Infrastructure
Discount Stores
REIT - Retail
Semiconductor Equipment & Materials
Beverages - Soft Drinks
Communication Equipment
Residential Construction
Resorts & Casinos
Scientific & Technical Instruments
Keywords:
S&P 500
Nasdaq 100
Computing
Electricity
Real Estate Investment Trust
Natural Gas
Electronics
Semiconductor
Dow Jones Component
Integrated Circuits
Department Store
Work From Home
Cloud Computing
Drink
Food Products
Mobile Devices
Real Estate Market
Telecommunications
Grocery Store
Operating System
Compare ETFs
