Screener
ISMD vs STRV
Inspire Small/Mid Cap ETF vs Strive 500 ETF
Key differences
- STRV costs 0.48% less per year.
- STRV is significantly larger than ISMD — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, STRV has delivered higher annualized returns.
- ISMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ISMD | STRV | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.05% |
| Fund size (AUM) | $292M | $1.1B |
| Since | 2017 | 2022 |
| Dividend yield | 0.99% | 1.08% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +42.0% | +30.9% |
| CAGR 3Y | +17.6% | +23.3% |
| CAGR 5Y | +8.5% | N/A |
| Sharpe 3Y | 0.74 | 1.23 |
| Volatility 1Y | 18.68% | 12.58% |
| Max drawdown | -43.58% | -18.99% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to ISMD and STRV
Explore further