KOOL vs. PSTR ETF Comparison
Comparison of North Shore Equity Rotation ETF (KOOL) to PeakShares Sector Rotation ETF (PSTR)
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
$11.25
Average Daily Volume
6,769
18
PSTR
PeakShares Sector Rotation ETF
PSTR Description
The fund will normally invest at least 80% of its net assets, including any borrowings for investment purposes, in a diversified portfolio of equity securities that include common stocks of U.S. companies and equity ETFs providing exposure to such companies, or derivatives that have economic characteristics similar to such securities.Grade (RS Rating)
Last Trade
$28.48
Average Daily Volume
4,686
41
Performance
| Period | KOOL | PSTR |
|---|---|---|
| 30 Days | 3.24% | 3.07% |
| 60 Days | 4.82% | 4.72% |
| 90 Days | 5.37% | 5.77% |
| 12 Months |
KOOL Underweight 36 Positions Relative to PSTR
| Symbol | Grade | Weight | |
|---|---|---|---|
| UNH | C | -0.89% | |
| INTC | D | -0.79% | |
| UPS | C | -0.7% | |
| C | A | -0.68% | |
| BAC | A | -0.65% | |
| CRM | B | -0.58% | |
| DAL | C | -0.58% | |
| GEN | B | -0.56% | |
| USB | A | -0.54% | |
| OXY | D | -0.51% | |
| SLB | C | -0.51% | |
| BABA | D | -0.5% | |
| CB | C | -0.5% | |
| GM | B | -0.49% | |
| GOOG | C | -0.47% | |
| ADBE | C | -0.45% | |
| MCD | D | -0.45% | |
| UAL | A | -0.42% | |
| ULTA | F | -0.41% | |
| KHC | F | -0.38% | |
| CVX | A | -0.35% | |
| STZ | D | -0.33% | |
| PFE | D | -0.3% | |
| ONON | A | -0.3% | |
| T | A | -0.29% | |
| EA | A | -0.27% | |
| ABT | B | -0.25% | |
| MRK | F | -0.25% | |
| VZ | C | -0.24% | |
| RTX | C | -0.24% | |
| ABBV | D | -0.23% | |
| ZTS | D | -0.23% | |
| KO | D | -0.22% | |
| LMT | D | -0.19% | |
| TGT | F | -0.17% | |
| BIIB | F | -0.17% |
KOOL: Top Represented Industries & Keywords
PSTR: Top Represented Industries & Keywords
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