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STRV vs ISMD
Strive 500 ETF vs Inspire Small/Mid Cap 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
| STRV | ISMD | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.53% |
| Fund size (AUM) | $1.1B | $292M |
| Since | 2022 | 2017 |
| Dividend yield | 1.08% | 0.99% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +30.9% | +42.0% |
| CAGR 3Y | +23.3% | +17.6% |
| CAGR 5Y | N/A | +8.5% |
| Sharpe 3Y | 1.23 | 0.74 |
| Volatility 1Y | 12.58% | 18.68% |
| Max drawdown | -18.99% | -43.58% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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