Screener
BSR vs ISMD
Pacific Select Fund vs Inspire Small/Mid Cap ETF
Key differences
- ISMD costs 0.56% less per year.
- ISMD is significantly larger than BSR — larger funds tend to be more liquid and less likely to close.
- BSR is classified as mixed asset, while ISMD is equity — different risk/return profiles.
- BSR follows a active selection strategy; ISMD uses index tracking.
- Over the last 3 years, ISMD has delivered higher annualized returns.
- ISMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BSR | ISMD | |
|---|---|---|
| Annual cost (TER) | 1.09% | 0.53% |
| Fund size (AUM) | $39M | $292M |
| Since | 2023 | 2017 |
| Dividend yield | 1.02% | 0.99% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.5% | +37.9% |
| CAGR 3Y | +8.0% | +16.7% |
| CAGR 5Y | N/A | +7.5% |
| Sharpe 3Y | 0.33 | 0.70 |
| Volatility 1Y | 8.71% | 18.61% |
| Max drawdown | -15.68% | -43.58% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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