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Upturn AI SWOT - About
Inspire Small/Mid Cap Impact ETF (ISMD)
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Upturn Advisory Summary
08/14/2025: ISMD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 10.42% | Avg. Invested days 55 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.17 | 52 Weeks Range 29.06 - 40.79 | Updated Date 06/29/2025 |
52 Weeks Range 29.06 - 40.79 | Updated Date 06/29/2025 |
Upturn AI SWOT
Inspire Small/Mid Cap Impact ETF
ETF Overview
Overview
The Inspire Small/Mid Cap Impact ETF (ISMD) seeks to provide investment results that correspond generally to the performance of the Inspire Small/Mid Cap ESG Impact Index. It focuses on U.S. small- and mid-cap companies that align with biblical values and exhibit positive environmental, social, and governance (ESG) characteristics.
Reputation and Reliability
Inspire Investing is known for its biblically responsible investing approach and has a proven track record in creating and managing values-based ETFs.
Management Expertise
Inspire Investing's management team has experience in faith-based investing and employs a rules-based methodology for selecting companies.
Investment Objective
Goal
To provide investment results that correspond generally to the performance of the Inspire Small/Mid Cap ESG Impact Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Inspire Small/Mid Cap ESG Impact Index, a rules-based index that screens companies based on their adherence to biblical values and ESG criteria.
Composition The ETF holds a diversified portfolio of U.S. small- and mid-cap stocks that meet the index's screening criteria.
Market Position
Market Share: ISMD's market share within the faith-based and ESG small/mid-cap ETF space is moderate.
Total Net Assets (AUM): 101200000
Competitors
Key Competitors
- Xtrackers S&P ESG Small Cap Equity ETF (SNXX)
- Parnassus Mid Cap ETF (PARMX)
- Vanguard ESG U.S. Stock ETF (ESGV)
Competitive Landscape
The ESG ETF market is competitive, with various funds focusing on different ESG criteria and investment strategies. ISMD differentiates itself through its biblically responsible investing approach. Its advantage is its unique value proposition, but it may face challenges in attracting investors who do not prioritize faith-based investing. Higher expense ratio, compared to some of its competitors, may be a disadvantage.
Financial Performance
Historical Performance: Historical performance can be found on financial websites, but will vary from year to year.
Benchmark Comparison: The ETF's performance should be compared against the Inspire Small/Mid Cap ESG Impact Index to evaluate its tracking efficiency.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The average trading volume of ISMD indicates it has moderate liquidity, which could impact the execution price of large orders.
Bid-Ask Spread
The bid-ask spread of ISMD is relatively small, indicating low transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards ESG and small-cap stocks can influence ISMD's performance.
Growth Trajectory
ISMD's growth is tied to the increasing demand for socially responsible and faith-based investment options and the overall performance of the small/mid-cap market.
Moat and Competitive Advantages
Competitive Edge
ISMD's competitive edge lies in its unique combination of ESG and biblically responsible investing principles. This differentiates it from other ESG ETFs that do not incorporate religious values. Inspire Investing's expertise in faith-based investing further strengthens its position. The ETF caters to a niche market of investors seeking to align their investments with their religious beliefs. The rules-based methodology of its underlying index aims to ensure consistent adherence to these principles.
Risk Analysis
Volatility
ISMD's volatility is expected to be similar to that of other small/mid-cap ETFs, reflecting the inherent risk of investing in smaller companies.
Market Risk
ISMD is subject to market risk, including the risk of economic downturns and fluctuations in investor sentiment towards small-cap stocks and ESG investing.
Investor Profile
Ideal Investor Profile
ISMD is best suited for investors who prioritize socially responsible investing, faith-based values, and exposure to small- and mid-cap companies.
Market Risk
ISMD is most suitable for long-term investors who are aligned with the ETF's values-based investment approach.
Summary
The Inspire Small/Mid Cap Impact ETF offers investors a unique opportunity to invest in U.S. small- and mid-cap companies that align with biblical values and exhibit positive ESG characteristics. Its rules-based approach and focus on faith-based investing differentiate it from other ESG ETFs. ISMD caters to a niche market of investors seeking to integrate their religious beliefs with their investment decisions. While the ETF's performance is subject to market risks, its unique value proposition and experienced management team make it a compelling option for certain investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Inspire Investing website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Inspire Small/Mid Cap Impact ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its total assets in the component securities of the index. The index provider selects securities from a universe of publicly traded, domestic small and mid capitalization equity securities of companies which have an Inspire Impact Score" of zero or higher.
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