Screener
ISMD vs TMFX
Inspire Small/Mid Cap ETF vs Motley Fool Next Index ETF
Key differences
- ISMD is significantly larger than TMFX — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, ISMD has delivered higher annualized returns.
Side-by-side comparison
| ISMD | TMFX | |
|---|---|---|
| Annual cost (TER) | 0.53% | 0.50% |
| Fund size (AUM) | $292M | $31M |
| Since | 2017 | 2021 |
| Dividend yield | 0.99% | 0.05% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +42.0% | +13.3% |
| CAGR 3Y | +17.6% | +13.8% |
| CAGR 5Y | +8.5% | N/A |
| Sharpe 3Y | 0.74 | 0.58 |
| Volatility 1Y | 18.68% | 16.79% |
| Max drawdown | -43.58% | -34.30% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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