KOOL vs. CGCV ETF Comparison
Comparison of North Shore Equity Rotation ETF (KOOL) to Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF (CGCV)
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
10,715
10
CGCV
Capital Group Conservative Equity ETF Capital Group Conservative Equity ETF
CGCV Description
The fund seeks to invest primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable. Under normal market conditions, the fund will invest at least 80% of its net assets in common stocks and other equity-type securities. The fund invests primarily in the United States and Canada. The fund is non-diversified.Grade (RS Rating)
Last Trade
$27.09
Average Daily Volume
27,710
9
Performance
Period | KOOL | CGCV |
---|---|---|
30 Days | 0.43% | 2.57% |
60 Days | 0.02% | 5.87% |
90 Days | 3.08% | |
12 Months |
KOOL: Top Represented Industries & Keywords
CGCV: Top Represented Industries & Keywords