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