KOOL vs. THLV ETF Comparison
Comparison of North Shore Equity Rotation ETF (KOOL) to THOR Low Volatility ETF (THLV)
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
$10.68
Average Daily Volume
10,504
10
THLV
THOR Low Volatility ETF
THLV Description
The fund seeks to achieve its investment objective by investing at least 80% of its total assets in securities included in the index. The rules-based index is comprised of U.S. equity exchange traded funds ("ETFs"). The primary goal of the index is to gain exposure to U.S. large cap equities while attempting to lower volatility by avoiding sectors that are currently in a down trending cycle.Grade (RS Rating)
Last Trade
$27.23
Average Daily Volume
7,155
7
Performance
Period | KOOL | THLV |
---|---|---|
30 Days | 4.86% | 1.27% |
60 Days | 7.49% | 0.23% |
90 Days | 7.60% | 1.48% |
12 Months | 10.01% |
KOOL: Top Represented Industries & Keywords
THLV: Top Represented Industries & Keywords