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