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Inspire Small/Mid Cap Impact ETF (ISMD)
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Upturn Advisory Summary
12/10/2025: 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 10.45% | Avg. Invested days 53 | 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 12/10/2025 |
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 to the performance of the Inspire Small/Mid Cap ESG Impact Equal Weight Index. It focuses on small and mid-sized companies that align with biblical values and meet certain ESG criteria.
Reputation and Reliability
Inspire Investing is known for its biblically responsible investing approach and commitment to faith-based values.
Management Expertise
Inspire Investing has a specialized team focused on screening companies based on their alignment with biblical principles and ESG factors.
Investment Objective
Goal
To replicate the performance, before fees and expenses, of the Inspire Small/Mid Cap ESG Impact Equal Weight Index.
Investment Approach and Strategy
Strategy: The ETF employs a full replication strategy, investing in all or substantially all of the securities included in its underlying index.
Composition The ETF holds primarily small and mid-cap US equities, screened based on ESG and biblical values criteria. The index is equally weighted.
Market Position
Market Share: ISMD has a small market share within the broader ESG small/mid-cap ETF category.
Total Net Assets (AUM): 15265955.5
Competitors
Key Competitors
- Xtrackers S&P ESG Small Cap ETF (SNXX)
- iShares ESG Aware MSCI USA Small-Cap ETF (ESML)
- Parnassus Mid Cap Growth ETF (PARCX)
Competitive Landscape
The ESG small/mid-cap ETF market is competitive, with ISMD differentiating itself through its specific biblical values-based screening. ISMD's focus is a niche market. Competitors like ESML and SNXX offer broader ESG strategies with larger AUM and potentially higher liquidity. ISMD may have limited historical performance relative to its competitors.
Financial Performance
Historical Performance: Historical performance data should be sourced from financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the Inspire Small/Mid Cap ESG Impact Equal Weight Index.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
ISMD's average trading volume may be relatively low compared to larger ETFs in the category.
Bid-Ask Spread
The bid-ask spread may be wider compared to larger ETFs, reflecting lower liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards ESG and small/mid-cap stocks can all impact ISMD's performance.
Growth Trajectory
The ETF's growth depends on increasing investor interest in biblically responsible investing and its ability to attract assets.
Moat and Competitive Advantages
Competitive Edge
ISMD's competitive advantage lies in its unique biblically responsible investing approach, appealing to investors seeking to align their investments with their faith. This niche focus distinguishes it from broader ESG ETFs. Inspire Investing's established brand in the faith-based investing space can also provide a competitive edge. However, its smaller size and lower liquidity compared to larger competitors are potential drawbacks.
Risk Analysis
Volatility
As a small/mid-cap focused ETF, ISMD may exhibit higher volatility than broader market ETFs.
Market Risk
The ETF is subject to market risk, particularly related to the performance of small and mid-sized companies, as well as ESG factors.
Investor Profile
Ideal Investor Profile
ISMD is suitable for investors who prioritize biblically responsible investing and are comfortable with the volatility associated with small/mid-cap stocks.
Market Risk
ISMD is suitable for long-term investors seeking to align their investments with their faith-based values, accepting higher risk for potential long-term growth.
Summary
The Inspire Small/Mid Cap Impact ETF offers exposure to small and mid-sized companies screened for ESG factors and alignment with biblical values. This ETF differentiates itself through its faith-based investment approach, catering to a niche market of socially conscious investors. ISMD is a smaller fund with lower liquidity than its competitors and higher volatility due to its small and mid-cap focus. It is suitable for long-term investors seeking to align their investments with their faith and accepting higher risk for potential long-term growth.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Inspire Investing Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Past performance is not indicative of future results. Investors should 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.