HFND vs. KOOL ETF Comparison
Comparison of Unlimited HFND Multi-Strategy Return Tracker ETF (HFND) to North Shore Equity Rotation ETF (KOOL)
HFND
Unlimited HFND Multi-Strategy Return Tracker ETF
HFND Description
The fund"s portfolio will generally consist of long and short positions in 30 to 50 Underlying ETFs and futures contracts. In addition, the fund may invest in swap agreements. It will not invest in hedge funds. To achieve an appropriate risk/return profile for the fund"s portfolio, the fund will also "short" the securities of Underlying ETFs. It is non-diversified.
Grade (RS Rating)
Last Trade
$22.25
Average Daily Volume
7,134
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
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
Number of Holdings
*
19
* may have additional holdings in another (foreign) market
Performance
Period | HFND | KOOL |
---|---|---|
30 Days | -0.29% | 1.33% |
60 Days | 0.82% | 2.88% |
90 Days | 3.95% | 6.61% |
12 Months | 10.30% |
1 Overlapping Holdings
Symbol | Grade | Weight in HFND | Weight in KOOL | Overlap | |
---|---|---|---|---|---|
XLRE | D | -1.21% | 1.84% | -1.21% |
HFND Underweight 18 Positions Relative to KOOL
HFND: Top Represented Industries & Keywords
Industries:
Keywords:
ETF
Exchange Traded Fund
Bond
Bloomberg Barclays Us Aggregate Bond Index
Exchange Traded Funds
Mortgage Backed Security
Stock Market Index
Structured Finance
Active Management
Barclays
Bond Market Index
Bond Market Indices
Commercial Mortgage
Commercial Mortgage Backed Security
Commercial Mortgage Securities Association
Convertibles
Corporate Bond
Equity Derivative
Index Fund
Invesco Powershares
KOOL: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Engineering & Construction
Asset Management
Building Materials
Consumer Electronics
Drug Manufacturers - Major
Insurance - Diversified
Oil & Gas Equipment & Services
Oil & Gas Midstream
Packaged Foods
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
Carbon Dioxide
Distribution Network
Distribution Systems
ETF
Electric Power Transmission
Exchange Traded Fund
Gas Pipeline
Laptop Computer
Michels Corporation