KOOL vs. WLTG ETF Comparison
Comparison of North Shore Equity Rotation ETF (KOOL) to WealthTrust DBS Long Term Growth ETF (WLTG)
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
11,175
10
WLTG
WealthTrust DBS Long Term Growth ETF
WLTG Description
The fund seeks long-term growth of capital and providing dividend income. The Fund’s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: tactical allocation- accomplished by identifying positive trends for asset classes, sectors, and industries; and equity stock selection- based on quantitative analysis with an emphasis on earnings.Grade (RS Rating)
Last Trade
$28.99
Average Daily Volume
3,078
36
Performance
| Period | KOOL | WLTG |
|---|---|---|
| 30 Days | 5.00% | 5.58% |
| 60 Days | 10.06% | 13.30% |
| 90 Days | 2.14% | 2.71% |
| 12 Months | 38.92% |
KOOL Underweight 31 Positions Relative to WLTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| QQQ | B | -11.67% | |
| RSP | A | -6.91% | |
| META | A | -5.5% | |
| SHY | B | -4.05% | |
| NFLX | A | -3.2% | |
| LLY | D | -2.89% | |
| IWB | A | -2.57% | |
| RCL | B | -2.46% | |
| LNG | A | -2.44% | |
| VRT | B | -1.98% | |
| TSN | D | -1.97% | |
| COST | C | -1.95% | |
| PHM | C | -1.81% | |
| BLDR | C | -1.8% | |
| PGR | B | -1.79% | |
| EME | B | -1.75% | |
| IBKR | A | -1.7% | |
| CAT | A | -1.66% | |
| LHX | A | -1.59% | |
| RTX | A | -1.58% | |
| LEN | C | -1.52% | |
| UHS | D | -1.47% | |
| AVGO | B | -1.47% | |
| REGN | D | -1.35% | |
| AMAT | C | -1.28% | |
| SKX | B | -1.28% | |
| FANG | D | -1.27% | |
| TSM | B | -1.16% | |
| LDOS | A | -1.06% | |
| ARM | C | -0.93% | |
| VRTX | D | -0.04% |
KOOL: Top Represented Industries & Keywords
WLTG: Top Represented Industries & Keywords
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