KOOL vs. WISE ETF Comparison
Comparison of North Shore Equity Rotation ETF (KOOL) to Themes Generative Artificial Intelligence ETF (WISE)
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
$11.32
Average Daily Volume
6,569
18
WISE
Themes Generative Artificial Intelligence ETF
WISE Description
The index is designed to provide exposure to companies that have business operations in AI related industries. The fund will invest, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in securities that comprise the index and in American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") based on the securities in the index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$33.79
Average Daily Volume
2,569
36
Performance
| Period | KOOL | WISE |
|---|---|---|
| 30 Days | 3.72% | 11.52% |
| 60 Days | 5.71% | 12.42% |
| 90 Days | 6.38% | 17.69% |
| 12 Months |
KOOL Underweight 30 Positions Relative to WISE
| Symbol | Grade | Weight | |
|---|---|---|---|
| INTC | C | -4.7% | |
| AI | B | -4.48% | |
| SOUN | C | -4.43% | |
| ORCL | C | -4.14% | |
| PATH | C | -4.08% | |
| AMD | F | -3.99% | |
| GDYN | B | -3.88% | |
| BBAI | C | -3.66% | |
| CRM | B | -3.28% | |
| AVGO | D | -3.27% | |
| PLTR | B | -2.99% | |
| QUIK | F | -2.94% | |
| SNOW | C | -2.78% | |
| AMBA | A | -2.6% | |
| BIDU | F | -2.55% | |
| ANET | C | -2.47% | |
| CEVA | B | -2.35% | |
| VERI | F | -2.23% | |
| EXLS | A | -1.81% | |
| IBM | C | -1.35% | |
| TSLA | B | -1.2% | |
| SNPS | B | -1.07% | |
| ZETA | D | -0.92% | |
| LSCC | D | -0.9% | |
| S | B | -0.76% | |
| BABA | D | -0.58% | |
| FICO | B | -0.58% | |
| TIXT | D | -0.33% | |
| CRVL | B | -0.24% | |
| ACN | B | -0.12% |
KOOL: Top Represented Industries & Keywords
WISE: Top Represented Industries & Keywords
Compare ETFs
