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TMFC vs ISMD

Motley Fool 100 Index ETF vs Inspire Small/Mid Cap ETF

TMFC

Motley Fool 100 Index ETF

Motley Fool

Annual cost

0.50%

Fund size

$2.0B

ISMD

Inspire Small/Mid Cap ETF

Inspire

Annual cost

0.53%

Fund size

$292M

Key differences

  • TMFC is significantly larger than ISMD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, TMFC has delivered higher annualized returns.

Side-by-side comparison

TMFCISMD
Annual cost (TER)0.50%0.53%
Fund size (AUM)$2.0B$292M
Since20182017
Dividend yield0.14%0.99%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.3%+42.0%
CAGR 3Y+28.1%+17.6%
CAGR 5Y+16.7%+8.5%
Sharpe 3Y1.300.74
Volatility 1Y13.69%18.68%
Max drawdown-33.06%-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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