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KOOL vs MSMR

North Shore Equity Rotation ETF vs McElhenny Sheffield Managed Risk ETF

KOOL

North Shore Equity Rotation ETF

Split Rock Private Trading & Wealth Management, LLC

Annual cost

0.94%

Fund size

$59M

MSMR

McElhenny Sheffield Managed Risk ETF

MSCM Funds

Annual cost

1.06%

Fund size

$166M

Key differences

  • KOOL costs 0.12% less per year.

Side-by-side comparison

KOOLMSMR
Annual cost (TER)0.94%1.06%
Fund size (AUM)$59M$166M
Since20242021
Dividend yield0.35%1.88%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+33.7%+26.0%
CAGR 3YN/A+19.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.35
Volatility 1Y13.01%12.02%
Max drawdown-20.46%-14.86%

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

Similar to KOOL and MSMR