Northern Lights Fund Trust IV - Inspire 100 ETF (BIBL)

Overview

The Inspire 100 ETF (BIBL) is a faith-based ETF that seeks to provide investment results that correspond generally to the performance, before fees and expenses, of the Inspire 100 Index. The fund invests in the 100 most inspiring large cap companies in the United States, as measured by the Inspire Impact Score, which rates companies based on their alignment with biblical values.

Reputation and Reliability

Inspire Investing is known for its biblically responsible investing approach and offers a range of ETFs aligned with Christian values.

Management Expertise

Inspire Investing has a dedicated team focused on faith-based investing and managing ETFs that align with their values.

Goal

To provide investment results that correspond generally to the performance, before fees and expenses, of the Inspire 100 Index.

Investment Approach and Strategy

Strategy: The ETF tracks the Inspire 100 Index, which selects companies based on their Inspire Impact Score, reflecting alignment with biblical values.

Composition The ETF primarily holds large-cap U.S. stocks that meet the Inspire Impact Score criteria.

Market Share: Insufficient data available to accurately determine BIBL's precise market share.

Total Net Assets (AUM): 285279336.88

Key Competitors

• SPDR S&P 500 ETF Trust (SPY)
• iShares Core S&P 500 ETF (IVV)
• Vanguard S&P 500 ETF (VOO)

Competitive Landscape

The ETF industry is highly competitive, dominated by large index funds like SPY, IVV, and VOO. BIBL differentiates itself through its faith-based investment approach, appealing to investors seeking alignment with Christian values. This niche focus limits its potential market share compared to broader market ETFs, but offers a distinct advantage within its target demographic.

Historical Performance: Historical performance data should be analyzed over various periods (1yr, 3yr, 5yr, 10yr) to understand its returns and risk profile relative to benchmarks. The specific data is dynamic and must be refreshed from reliable sources.

Benchmark Comparison: The ETF's performance should be compared to the S&P 500 or similar large-cap benchmarks to assess its tracking efficiency and value proposition.

Expense Ratio: 0.49

Average Trading Volume

The ETF has a moderate average trading volume, indicating reasonable liquidity for most investors.

Bid-Ask Spread

The bid-ask spread is generally tight, reflecting adequate liquidity and efficient trading.

Market Environment Factors

Economic indicators, market sentiment, and sector performance impact the ETF's performance, particularly in relation to large-cap U.S. equities.

Growth Trajectory

The ETF's growth is tied to the increasing interest in faith-based investing and its ability to attract investors seeking values alignment.

Competitive Edge

Inspire 100 ETF's primary advantage is its unique faith-based investment strategy, appealing to investors seeking alignment with Christian values. This niche focus provides a competitive edge by differentiating itself from traditional broad-market ETFs. The Inspire Impact Score offers a structured approach to screening companies based on biblical principles. This strategy can attract a specific segment of the market that prioritizes values-based investing, fostering investor loyalty. However, its concentration in companies meeting these criteria may also limit diversification compared to broader indices.

Volatility

The ETF's volatility is generally comparable to that of the broader large-cap market, as it invests in established U.S. companies.

Market Risk

The ETF is subject to market risk, as its value can fluctuate with overall market conditions and investor sentiment towards large-cap equities. It is also subject to values-based risk, where strict adherence to biblical values excludes certain sectors or companies, potentially impacting diversification and returns.

Ideal Investor Profile

The ideal investor is one who prioritizes faith-based investing and seeks to align their investment portfolio with Christian values. Investors who want exposure to large-cap US companies are likely suitable.

Market Risk

The ETF is best suited for long-term investors who are comfortable with market volatility and prioritize values alignment over potentially higher returns.

The Inspire 100 ETF offers a faith-based investment approach, targeting large-cap U.S. companies aligned with biblical values. Its unique screening process differentiates it from traditional ETFs, attracting investors seeking values-based investing. While its niche focus limits its market share, it provides a competitive edge within its target demographic. Investors should consider its expense ratio, historical performance, and alignment with their investment goals and values when evaluating this ETF.

Data Sources:

• Inspire Investing Website
• ETF.com
• Morningstar
• Bloomberg

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Market data is subject to change.