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

Overview

The Inspire 100 ETF (BIBL) is a biblically responsible investing ETF that seeks to provide investment results that generally correspond to the performance of the Inspire 100 Index. It focuses on investing in the 100 most inspiring, biblically aligned large-cap companies in the United States, screening companies based on Inspire's Impact Score methodology.

Reputation and Reliability

Inspire Investing is a faith-based investment firm known for its biblically responsible investing (BRI) strategies. It has built a reputation for integrating faith-based values into investment decisions.

Management Expertise

Inspire Investing's management team has experience in both financial services and faith-based investing. They are dedicated to aligning investments with Christian values.

Goal

To provide investment results that generally correspond 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 uses a biblically responsible investing (BRI) methodology to select companies.

Composition The ETF primarily holds stocks of large-cap U.S. companies that meet Inspire's biblically responsible criteria.

Market Share: Data unavailable.

Total Net Assets (AUM): 331800000

Key Competitors

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

Competitive Landscape

The ETF industry is highly competitive, dominated by large players like iShares, Vanguard and State Street. BIBL differentiates itself through its faith-based investing approach which is unique, but it has a small market share compared to broader market ETFs. Its advantage lies in appealing to investors seeking to align their investments with their religious beliefs; however it may have higher risk due to its focused investment approach.

Historical Performance: Historical performance data is available from ETF providers and financial websites.

Benchmark Comparison: Compare the ETFu2019s performance to the Inspire 100 Index.

Expense Ratio: 0.15

Average Trading Volume

The average daily trading volume reflects the ETF's liquidity and ease of trading, generally indicating ease to trade for the typical retail investor.

Bid-Ask Spread

The bid-ask spread provides insight into the cost of trading the ETF; a narrower spread implies more efficient trading.

Market Environment Factors

Economic conditions, sector trends, and overall market sentiment affect BIBL's performance. The ETF's performance is tied to the performance of its holdings, particularly in the large-cap U.S. equity market.

Growth Trajectory

Growth depends on its ability to attract investors seeking biblically responsible investments. Changes to its screening methodology and index composition could affect its performance.

Competitive Edge

BIBL's competitive advantage lies in its unique faith-based investment approach, catering to investors seeking to align their investments with Christian values. Its biblically responsible investing (BRI) methodology differentiates it from traditional ETFs. This niche focus may attract a specific segment of investors seeking values-aligned investments. However, this also limits its appeal compared to broader market ETFs, where most investors are less concerned about values based investing.

Volatility

Volatility depends on the volatility of its underlying holdings. It is affected by the overall volatility of the U.S. large-cap equity market.

Market Risk

Market risk is the risk that the overall market declines, leading to a decrease in the ETFu2019s value. Specific risks include the performance of the companies that meet Inspire's biblically responsible criteria.

Ideal Investor Profile

The ideal investor for BIBL is someone who is seeking to align their investments with their Christian faith and values, and who is comfortable investing in large-cap U.S. equities.

Market Risk

BIBL is suitable for long-term investors who are looking for a values-based investment option.

The Inspire 100 ETF (BIBL) is a biblically responsible investing ETF that seeks to track the Inspire 100 Index. It focuses on large-cap U.S. companies that meet Inspire's biblically responsible criteria offering a unique investment proposition for faith-based investors. While it caters to a niche market, its growth depends on attracting investors who prioritize values-aligned investments. Compared to broad market ETFs, BIBL has a very small AUM and low trading volume and should be viewed as a long-term investment due to the niche focus.

Data Sources:

• Inspire Investing Website
• ETF.com
• Morningstar
• Yahoo Finance

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Market conditions and fund performance can change over time.