Screener
ISMD vs RISN
Inspire Small/Mid Cap ETF vs Inspire Capital Appreciation ETF
Key differences
- ISMD costs 0.19% less per year.
- ISMD is significantly larger than RISN — larger funds tend to be more liquid and less likely to close.
- ISMD is classified as equity, while RISN is mixed asset — different risk/return profiles.
- ISMD follows a index tracking strategy; RISN uses active selection.
- Over the last 3 years, ISMD has delivered higher annualized returns.
Side-by-side comparison
| ISMD | RISN | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.72% |
| Fund size (AUM) | $292M | $85M |
| Since | 2017 | 2020 |
| Dividend yield | 0.99% | 1.06% |
| Asset class | equity | mixed asset |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +37.9% | +14.9% |
| CAGR 3Y | +16.7% | +11.5% |
| CAGR 5Y | +7.5% | +4.7% |
| Sharpe 3Y | 0.70 | 0.64 |
| Volatility 1Y | 18.61% | 12.03% |
| Max drawdown | -43.58% | -21.88% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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