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MSMR vs KOOL

McElhenny Sheffield Managed Risk ETF vs North Shore Equity Rotation ETF

MSMR

McElhenny Sheffield Managed Risk ETF

MSCM Funds

Annual cost

1.06%

Fund size

$166M

KOOL

North Shore Equity Rotation ETF

Split Rock Private Trading & Wealth Management, LLC

Annual cost

0.94%

Fund size

$59M

Key differences

  • KOOL costs 0.12% less per year.

Side-by-side comparison

MSMRKOOL
Annual cost (TER)1.06%0.94%
Fund size (AUM)$166M$59M
Since20212024
Dividend yield1.88%0.35%
Asset classequityequity
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+25.9%+32.8%
CAGR 3Y+20.5%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.40N/A
Volatility 1Y12.03%12.98%
Max drawdown-14.86%-20.46%

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

Similar to MSMR and KOOL