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RISN vs PTL

Inspire Capital Appreciation ETF vs Inspire 500 ETF

RISN

Inspire Capital Appreciation ETF

Inspire

Annual cost

0.72%

Fund size

$85M

PTL

Inspire 500 ETF

Inspire

Annual cost

0.09%

Fund size

$799M

Key differences

  • PTL costs 0.63% less per year.
  • PTL is significantly larger than RISN — larger funds tend to be more liquid and less likely to close.
  • RISN is classified as mixed asset, while PTL is equity — different risk/return profiles.
  • RISN follows a active selection strategy; PTL uses index tracking.

Side-by-side comparison

RISNPTL
Annual cost (TER)0.72%0.09%
Fund size (AUM)$85M$799M
Since20202024
Dividend yield1.06%1.14%
Asset classmixed assetequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+14.9%+32.4%
CAGR 3Y+11.5%N/A
CAGR 5Y+4.7%N/A
Sharpe 3Y0.64N/A
Volatility 1Y12.03%14.69%
Max drawdown-21.88%-19.72%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to RISN and PTL