Screener
ISMD vs FDRS
Inspire Small/Mid Cap ETF vs Founder-Led ETF
Key differences
Both ISMD and FDRS are equity ETFs. ISMD charges 0.53% a year and FDRS 0.49%. The main difference: ISMD is much larger than FDRS. Larger funds are usually more liquid and less likely to close.
- ISMD is much larger than FDRS. Larger funds are usually more liquid and less likely to close.
- ISMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISMD | FDRS | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.49% |
| Fund size (AUM) | $317M | $94M |
| Since | 2017 | 2025 |
| Dividend yield | 0.94% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +36.3% | N/A |
| CAGR 3Y | +17.6% | N/A |
| CAGR 5Y | +7.7% | N/A |
| Sharpe 3Y | 0.73 | N/A |
| Volatility 1Y | 18.73% | — |
| Max drawdown | -43.58% | -21.64% |
Similar to ISMD and FDRS
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