KOOL vs. FLRG ETF Comparison
Comparison of North Shore Equity Rotation ETF (KOOL) to Fidelity U.S. Multifactor ETF (FLRG)
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
$10.77
Average Daily Volume
10,595
10
FLRG
Fidelity U.S. Multifactor ETF
FLRG Description
The investment seeks to provide investment returns that correspond, before fees and expenses, generally to the performance of the Fidelity U.S. Multifactor Index?. The fund normally invests at least 80% of its assets in securities included in the Fidelity U.S. Multifactor Index?. The Fidelity U.S. Multifactor Index? is designed to reflect the performance of stocks of large and mid-capitalization U.S. companies with attractive valuations, high quality profiles, positive momentum signals, and lower volatility than the broader market.Grade (RS Rating)
Last Trade
$33.59
Average Daily Volume
19,267
100
Performance
| Period | KOOL | FLRG |
|---|---|---|
| 30 Days | 1.27% | 2.15% |
| 60 Days | 1.89% | 4.81% |
| 90 Days | 3.71% | 6.21% |
| 12 Months | 29.18% |
KOOL Underweight 96 Positions Relative to FLRG
| Symbol | Grade | Weight | |
|---|---|---|---|
| META | B | -2.39% | |
| LLY | C | -2.02% | |
| VST | C | -1.63% | |
| V | C | -1.56% | |
| MA | B | -1.51% | |
| AVGO | C | -1.51% | |
| PG | C | -1.47% | |
| HD | B | -1.44% | |
| JNJ | C | -1.43% | |
| ABBV | C | -1.36% | |
| LMT | C | -1.24% | |
| NFG | B | -1.19% | |
| PM | C | -1.17% | |
| MCD | B | -1.09% | |
| AFL | C | -1.09% | |
| ALSN | B | -1.08% | |
| MLI | A | -1.07% | |
| ADP | B | -1.05% | |
| FCNCA | D | -1.04% | |
| AMGN | B | -1.0% | |
| UTHR | C | -0.98% | |
| ACGL | C | -0.98% | |
| OHI | B | -0.97% | |
| AZO | D | -0.96% | |
| MO | C | -0.96% | |
| VRTX | D | -0.96% | |
| MTH | A | -0.95% | |
| ORLY | C | -0.95% | |
| MCK | F | -0.95% | |
| PHM | B | -0.95% | |
| VLO | F | -0.95% | |
| RGA | C | -0.94% | |
| LEN | B | -0.94% | |
| LNG | C | -0.94% | |
| TMHC | A | -0.93% | |
| BKNG | C | -0.93% | |
| NVR | B | -0.93% | |
| MTG | B | -0.93% | |
| CL | D | -0.93% | |
| REGN | C | -0.93% | |
| SYF | C | -0.92% | |
| VRSK | D | -0.92% | |
| RDN | C | -0.91% | |
| PSA | B | -0.9% | |
| PAYX | C | -0.9% | |
| CME | C | -0.88% | |
| CBOE | C | -0.84% | |
| ESNT | B | -0.84% | |
| KMB | D | -0.82% | |
| CHRD | F | -0.82% | |
| PCAR | D | -0.82% | |
| VICI | C | -0.81% | |
| CTRA | D | -0.81% | |
| GILD | B | -0.8% | |
| SNA | C | -0.78% | |
| EG | C | -0.76% | |
| STLD | F | -0.75% | |
| BCC | B | -0.74% | |
| CNC | D | -0.73% | |
| CF | C | -0.7% | |
| BLDR | C | -0.7% | |
| MOH | D | -0.66% | |
| ADBE | F | -0.66% | |
| NUE | F | -0.64% | |
| RPRX | C | -0.64% | |
| ACN | C | -0.6% | |
| BRBR | C | -0.58% | |
| CSCO | C | -0.58% | |
| INTU | C | -0.57% | |
| IBM | B | -0.57% | |
| AMAT | D | -0.55% | |
| NOW | B | -0.55% | |
| VZ | B | -0.54% | |
| T | C | -0.5% | |
| CMCSA | D | -0.49% | |
| KLAC | D | -0.45% | |
| ANET | B | -0.43% | |
| LRCX | F | -0.4% | |
| FICO | B | -0.37% | |
| SNPS | D | -0.36% | |
| CDNS | D | -0.33% | |
| DELL | D | -0.32% | |
| EA | D | -0.3% | |
| CTSH | C | -0.29% | |
| FOXA | B | -0.27% | |
| SWKS | D | -0.26% | |
| FTNT | C | -0.26% | |
| VRSN | D | -0.25% | |
| MANH | B | -0.25% | |
| NYT | C | -0.24% | |
| DOX | C | -0.23% | |
| ZM | C | -0.23% | |
| DLB | D | -0.21% | |
| AKAM | D | -0.2% | |
| DBX | D | -0.17% | |
| QLYS | F | -0.17% |
KOOL: Top Represented Industries & Keywords
FLRG: Top Represented Industries & Keywords
Compare ETFs
