HYLG vs. KOOL ETF Comparison

Comparison of Global X Health Care Covered Call & Growth ETF (HYLG) to North Shore Equity Rotation ETF (KOOL)

HYLG

Global X Health Care Covered Call & Growth ETF

HYLG Description

Global X Funds - Global X Health Care Covered Call & Growth ETF is an exchange traded fund launched and managed by Global X Management Company LLC. It invests in public equity markets of the United States. It invests directly, through derivatives and through other funds in stocks of companies operating across health care sectors. It uses derivatives such as options to create its portfolio. The fund invests in growth and value stocks of large-cap companies. The fund seeks to track the performance of the Cboe S&P Health Care Select Sector Half BuyWrite Index, by using representative sampling technique. Global X Funds - Global X Health Care Covered Call & Growth ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$26.12

Average Daily Volume

320

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

$10.70

Average Daily Volume

10,835

Number of Holdings ^*

10

* may have additional holdings in another (foreign) market

Performance

Period	HYLG	KOOL
30 Days	-1.42%	1.52%
60 Days	1.81%	5.21%
90 Days	5.45%	2.15%
12 Months	16.54%

1 Overlapping Holdings

	Symbol	Grade	Weight in HYLG	Weight in KOOL	Overlap
	XLV	C	53.6%	8.02%	8.02%

HYLG Overweight 8 Positions Relative to KOOL

	Symbol	Grade	Weight
	LLY	D	6.4%
	UNH	B	4.54%
	JNJ	D	3.33%
	ABBV	A	2.89%
	MRK	F	2.5%
	TMO	C	1.96%
	ABT	B	1.65%
	AMGN	D	1.48%

HYLG Underweight 9 Positions Relative to KOOL

	Symbol	Grade	Weight
	XLK	C	-12.41%
	IVV	B	-10.52%
	XLF	B	-8.34%
	NVDA	C	-6.27%
	AAPL	C	-4.25%
	MSFT	D	-4.18%
	AMZN	C	-4.0%
	GOOGL	B	-3.94%
	XLC	A	-3.83%

HYLG: Top Represented Industries & Keywords

Industries: Drug Manufacturers - Major Diagnostics & Research Health Care Plans Medical Devices

Keywords: S&P 500 Pharmaceutical Products Dow Jones Component Biotechnology Diabetes Hematology Infectious Diseases Medicine Obesity Animal Health Animal Health Products Antibiotics Autoimmune Disease Blood Glucose Monitoring Cancer Constipation Contact Lens Depressive Disorder Diagnostic Products Fertility

KOOL: Top Represented Industries & Keywords

Industries: Consumer Electronics Internet Content & Information Semiconductors Software - Infrastructure Specialty Retail

Keywords: ETF Exchange Traded Fund Nasdaq 100 S&P 500 Computing Index Fund Dow Jones Component Hyperscale Operating System Smartphones Work From Home IBD 50 Laptop Computer Mobile Devices Online Retail Software Advertising Network Advertising Services Application Programming Interface Artificial Intelligence