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ISMD vs PTL
Inspire Small/Mid Cap ETF vs Inspire 500 ETF
Key differences
- PTL costs 0.44% less per year.
- ISMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISMD | PTL | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.09% |
| Fund size (AUM) | $292M | $799M |
| Since | 2017 | 2024 |
| Dividend yield | 0.99% | 1.14% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +37.9% | +32.4% |
| CAGR 3Y | +16.7% | N/A |
| CAGR 5Y | +7.5% | N/A |
| Sharpe 3Y | 0.70 | N/A |
| Volatility 1Y | 18.61% | 14.69% |
| Max drawdown | -43.58% | -19.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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