KOOL vs. AIRR ETF Comparison
Comparison of North Shore Equity Rotation ETF (KOOL) to First Trust RBA American Industrial Renaissance ETF (AIRR)
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
AIRR
First Trust RBA American Industrial Renaissance ETF
AIRR Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Richard Bernstein Advisors American Industrial Renaissance Index (the "index"). The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in U.S. equity securities that comprise the index. The index is designed to measure the performance of small and mid cap U.S. companies in the industrial and community banking sectors. It is non-diversified.Grade (RS Rating)
Last Trade
$75.20
Average Daily Volume
208,322
52
Performance
| Period | KOOL | AIRR |
|---|---|---|
| 30 Days | 1.33% | 1.55% |
| 60 Days | 2.88% | 2.85% |
| 90 Days | 6.61% | 9.44% |
| 12 Months | 54.53% |
0 Overlapping Holdings
| Symbol | Grade | Weight in KOOL | Weight in AIRR | Overlap |
|---|
KOOL Overweight 19 Positions Relative to AIRR
KOOL Underweight 52 Positions Relative to AIRR
| Symbol | Grade | Weight | |
|---|---|---|---|
| MLI | A | -3.41% | |
| BWXT | B | -3.14% | |
| AAON | A | -3.11% | |
| AIT | A | -3.11% | |
| GVA | A | -3.02% | |
| CNM | D | -3.01% | |
| CHRW | C | -3.01% | |
| RBC | D | -3.01% | |
| MSM | D | -2.98% | |
| WMS | F | -2.95% | |
| ZWS | A | -2.93% | |
| EME | A | -2.91% | |
| HII | F | -2.89% | |
| HRI | A | -2.87% | |
| KEX | D | -2.85% | |
| MDU | F | -2.82% | |
| ATKR | F | -2.77% | |
| CLH | C | -2.76% | |
| DY | C | -2.75% | |
| MTZ | A | -2.42% | |
| FIX | B | -2.42% | |
| FSS | F | -2.41% | |
| PRIM | A | -2.3% | |
| ROAD | B | -2.09% | |
| ACA | B | -1.74% | |
| MWA | B | -1.71% | |
| FNB | A | -1.66% | |
| STRL | B | -1.56% | |
| ASB | A | -1.38% | |
| WTFC | B | -1.37% | |
| ONB | A | -1.32% | |
| BLBD | F | -1.16% | |
| GBX | A | -1.15% | |
| MRCY | D | -1.13% | |
| HEES | B | -1.08% | |
| VSEC | A | -1.04% | |
| WNC | F | -0.91% | |
| FULT | B | -0.89% | |
| FFBC | A | -0.85% | |
| TPC | B | -0.85% | |
| POWL | A | -0.83% | |
| LMB | B | -0.8% | |
| TGI | C | -0.8% | |
| PRK | A | -0.77% | |
| AMRC | C | -0.76% | |
| DNOW | F | -0.75% | |
| FRME | C | -0.72% | |
| FCF | D | -0.65% | |
| PRLB | B | -0.63% | |
| XMTR | B | -0.56% | |
| LKFN | B | -0.55% | |
| TRNS | F | -0.53% |
KOOL: Top Represented Industries & Keywords
AIRR: Top Represented Industries & Keywords
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