VCAR vs. KOOL ETF Comparison
Comparison of Simplify Volt RoboCar Disruption and Tech ETF (VCAR) to North Shore Equity Rotation ETF (KOOL)
VCAR
Simplify Volt RoboCar Disruption and Tech ETF
VCAR Description
The Simplify Volt Robocar Disruption and Tech ETF is not just another thematic investment product. VCAR is designed to concentrate in those few disruptive companies poised to dominate autonomous driving and then enhance the concentrated exposures with options. With our partner Volt Equity our investment process begins with a first principles approach to identify those few companies poised to lead the disruption. We then deploy a sophisticated option overlay to create convexity in the portfolio to enhance the upside while improving drawdowns.
Grade (RS Rating)
Last Trade
$17.17
Average Daily Volume
7,332
50
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
$11.22
Average Daily Volume
9,786
18
Performance
| Period | VCAR | KOOL |
|---|---|---|
| 30 Days | 54.37% | 2.75% |
| 60 Days | 57.98% | 6.08% |
| 90 Days | 53.77% | 7.06% |
| 12 Months | 80.22% |
VCAR Overweight 45 Positions Relative to KOOL
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMD | F | 10.6% | |
| TSLA | B | 8.11% | |
| LMND | B | 4.02% | |
| GOOG | C | 3.82% | |
| ASML | D | 3.75% | |
| SQ | B | 3.56% | |
| ADI | D | 2.09% | |
| NFLX | A | 1.06% | |
| AUR | D | 0.98% | |
| DIS | B | 0.79% | |
| MU | D | 0.73% | |
| INTC | C | 0.73% | |
| COST | B | 0.69% | |
| KLAC | F | 0.61% | |
| LRCX | F | 0.59% | |
| SNPS | C | 0.45% | |
| AMKR | F | 0.42% | |
| MRVL | B | 0.42% | |
| CRWD | B | 0.42% | |
| ADSK | B | 0.41% | |
| NXPI | F | 0.38% | |
| RIO | F | 0.37% | |
| BHP | F | 0.35% | |
| VALE | F | 0.28% | |
| MCHP | F | 0.24% | |
| GFS | C | 0.23% | |
| SQM | F | 0.22% | |
| TXN | B | 0.22% | |
| PAYX | B | 0.21% | |
| ARBE | F | 0.2% | |
| HPQ | B | 0.19% | |
| ALB | C | 0.17% | |
| VRSN | C | 0.17% | |
| FI | A | 0.16% | |
| ANSS | B | 0.16% | |
| TSM | C | 0.15% | |
| NIO | F | 0.15% | |
| MCO | C | 0.14% | |
| KO | F | 0.14% | |
| RIVN | F | 0.14% | |
| AXP | B | 0.11% | |
| LCID | F | 0.08% | |
| ADBE | C | 0.07% | |
| PANW | B | 0.03% | |
| DDOG | B | 0.01% |
VCAR: Top Represented Industries & Keywords
KOOL: Top Represented Industries & Keywords
Compare ETFs
