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BSR vs KOOL
Pacific Select Fund vs North Shore Equity Rotation ETF
Key differences
- KOOL costs 0.15% less per year.
- BSR is classified as mixed asset, while KOOL is equity — different risk/return profiles.
Side-by-side comparison
| BSR | KOOL | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.94% |
| Fund size (AUM) | $39M | $59M |
| Since | 2023 | 2024 |
| Dividend yield | 1.02% | 0.35% |
| Asset class | mixed asset | equity |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.2% | +33.7% |
| CAGR 3Y | +8.1% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.34 | N/A |
| Volatility 1Y | 8.70% | 13.01% |
| Max drawdown | -15.68% | -20.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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