Inspire International ESG ETF (WWJD)

Overview

Inspire International ESG ETF (WWJD) seeks to provide investment results that correspond generally to the performance, before fees and expenses, of the Inspire International ESG Index. The fund focuses on international equities and incorporates ESG (Environmental, Social, and Governance) principles into its investment selection process. It aims to invest in companies demonstrating alignment with biblical values.

Reputation and Reliability

Inspire ETFs is known for its faith-based investing approach and its focus on ESG principles aligned with biblical values. Their reputation is building as a niche provider in the ETF market.

Management Expertise

Inspire ETFs has a dedicated management team focused on faith-based investing and ESG integration. They leverage expertise in both financial management and socially responsible investing.

Goal

The primary investment goal is to achieve long-term capital appreciation by investing in international companies that meet Inspire's ESG standards.

Investment Approach and Strategy

Strategy: The ETF tracks the Inspire International ESG Index, a rules-based index that screens companies based on their alignment with biblical values and ESG factors.

Composition The ETF primarily holds international equities across various sectors and market capitalizations, screened for ESG and faith-based criteria.

Market Share: WWJD's market share is relatively small compared to broader international equity ETFs but represents a significant portion of faith-based ESG investing.

Total Net Assets (AUM): 140500000

Key Competitors

• VEU
• VXUS
• IEFA

Competitive Landscape

The international equity ETF market is highly competitive, with established players like Vanguard and iShares dominating. WWJD differentiates itself with its faith-based ESG screening, appealing to a specific niche of investors. It faces the challenge of competing with larger, more diversified ETFs with lower expense ratios but benefits from its unique value proposition.

Historical Performance: Historical performance data needs to be sourced externally.

Benchmark Comparison: Benchmark comparison data needs to be sourced externally.

Expense Ratio: 0.49

Average Trading Volume

WWJD's average trading volume is moderate, reflecting its niche focus and smaller AUM.

Bid-Ask Spread

The bid-ask spread can vary depending on market conditions but is generally reasonable for an ETF of its size.

Market Environment Factors

Economic growth in international markets, fluctuations in currency exchange rates, and the overall adoption of ESG investing principles can influence WWJD's performance.

Growth Trajectory

WWJD's growth trajectory depends on the increasing demand for faith-based and ESG investing, as well as its ability to attract and retain investors.

Competitive Edge

WWJD's competitive edge lies in its unique combination of international equity exposure, ESG screening, and faith-based investing principles. This niche focus attracts investors seeking to align their investments with their values. Inspire's specific screening methodology and brand recognition within the faith-based community further differentiate it. While other ESG ETFs exist, WWJD's explicit focus on biblical values provides a distinct advantage in appealing to a specific segment of the market. This focused approach creates a strong brand identity and customer loyalty within its target demographic.

Volatility

Volatility is dependent on the underlying international equity market and sector allocations.

Market Risk

The ETF is subject to market risk associated with international equities, including economic downturns, political instability, and currency fluctuations. ESG screening can also introduce idiosyncratic risks based on the specific criteria used.

Ideal Investor Profile

The ideal investor is someone seeking international equity exposure with a strong emphasis on ESG principles and alignment with biblical values. This includes socially conscious investors and those seeking to integrate their faith into their investment decisions.

Market Risk

WWJD is suitable for long-term investors seeking value-aligned investments, but active traders may find the trading volumes limiting.

Inspire International ESG ETF (WWJD) offers investors a unique opportunity to invest in international equities while adhering to ESG principles rooted in biblical values. It provides exposure to a diversified portfolio of international companies, screened for their environmental, social, and governance practices. While the fund's AUM and trading volume are smaller than broader international ETFs, its niche focus appeals to a specific segment of the market. Investors should consider the expense ratio and potential liquidity constraints when evaluating WWJD. Its performance is dependent on international market conditions and the success of its ESG and faith-based screening process.

Data Sources:

• Inspire ETFs website
• ETFdb.com
• Morningstar.com

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Market share information can fluctuate.