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ISMDInspire Small/Mid Cap ETF

Grow my money#1016 of 2944 for Grow my money

Seeks to replicate investment results that correspond to the performance of the Inspire Small/Mid Cap Index.

Inspire · Since 2017 (9 years)

Annual Cost

0.53%

#2543 out of 5,332 ETFs

Fund Size

$274M

#1868 out of 5,332 ETFs

Dividend Yield

1.11%

Track Record

9 years

#1555 out of 5,332 ETFs

Performance

1 Year

+39.3%

3 Years

+16.4%

5 Years

+7.3%

What's inside

Asset class
Strategy
index tracking
Cap
smid
Focus
Faith Based

Asset allocation

Stocks
98.9%
Cash
1.1%

Sector breakdown

Industrials
17.5%
Financial Services
15.8%
Technology
15.3%
Consumer Cyclical
10.9%
Real Estate
8.6%
Healthcare
8.5%
Basic Materials
6.3%
Consumer Defensive
6.3%
Other
10.9%

Top holdings

Kosmos Energy LtdKOS0.6%
Ultra Clean Holdings IncUCTT0.5%
Tronox Holdings PLC Shs Class ATROX0.5%
Amprius Technologies IncAMPX0.4%
The Chemours CoCC0.4%
Viavi Solutions IncVIAV0.4%
Aehr Test SystemsAEHR0.4%
Calumet IncCLMT0.3%
Par Pacific Holdings IncPARR0.3%
Argan IncAGX0.3%

Risk profile

Volatility (1Y)

19.0%

Moderate

Max drawdown

-43.6%

Worst peak-to-trough loss

Sharpe (3Y)

0.69

Decent risk-adjusted returns

Sortino (3Y)

1.03

Good downside protection

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Data updated on 2026-05-05