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KOOL vs AMAX

North Shore Equity Rotation ETF vs Adaptive Hedged Multi-Asset Income ETF

KOOL

North Shore Equity Rotation ETF

Split Rock Private Trading & Wealth Management, LLC

Annual cost

0.94%

Fund size

$59M

AMAX

Adaptive Hedged Multi-Asset Income ETF

Adaptive ETF

Annual cost

1.36%

Fund size

$60M

Key differences

  • KOOL costs 0.42% less per year.
  • KOOL is classified as equity, while AMAX is alternative — different risk/return profiles.
  • KOOL follows a active selection strategy; AMAX uses option income.
  • AMAX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

KOOLAMAX
Annual cost (TER)0.94%1.36%
Fund size (AUM)$59M$60M
Since20242009
Dividend yield0.35%10.63%
Asset classequityalternative
Region
Strategyactive selectionoption income
CAGR 1Y+32.8%+11.8%
CAGR 3YN/A+9.4%
CAGR 5YN/AN/A
Sharpe 3YN/A0.59
Volatility 1Y12.98%9.98%
Max drawdown-20.46%-16.25%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to KOOL and AMAX