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ISMD vs ISCB

Inspire Small/Mid Cap ETF vs iShares Morningstar Small-Cap ETF

ISMD

Inspire Small/Mid Cap ETF

Annual cost

0.53%

Fund size

$292M

ISCB

iShares Morningstar Small-Cap ETF

Annual cost

0.04%

Fund size

$269M

Key differences

  • ISCB costs 0.49% less per year.
  • ISCB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISMDISCB
Annual cost (TER)0.53%0.04%
Fund size (AUM)$292M$269M
Since20172004
Dividend yield0.99%1.29%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+42.0%+32.8%
CAGR 3Y+17.6%+17.6%
CAGR 5Y+8.5%+6.5%
Sharpe 3Y0.740.74
Volatility 1Y18.68%16.66%
Max drawdown-43.58%-44.18%

Similar to ISMD and ISCB