GLRY vs. PTL

Last updated Jun 24, 2026

GLRY (Inspire Faithward Mid Cap Momentum ESG ETF) and PTL (Inspire 500 ETF) are both exchange-traded funds - GLRY is a Momentum fund actively managed by Inspire, while PTL is a Large Cap Blend Equities fund tracking the Inspire 500 Index. GLRY is actively managed, while PTL is passively managed. Over the past year, GLRY returned 30.23% vs 26.42% for PTL. Their correlation of 0.87 suggests significant overlap in exposure. GLRY charges 0.85%/yr vs 0.09%/yr for PTL.

Performance

GLRY vs. PTL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Inspire Faithward Mid Cap Momentum ESG ETF (GLRY) and Inspire 500 ETF (PTL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, GLRY achieves a 17.91% return, which is significantly higher than PTL's 13.70% return.

GLRY

• 1D: -2.54%
• 1M: 3.37%
• YTD: 17.91%
• 6M: 14.86%
• 1Y: 30.23%
• 3Y*: 20.72%
• 5Y*: 8.99%
• 10Y*: —

PTL

• 1D: -1.91%
• 1M: 0.24%
• YTD: 13.70%
• 6M: 12.22%
• 1Y: 26.42%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

GLRY vs. PTL - Yearly Performance Comparison

	2026 (YTD)	2025	2024
GLRY Inspire Faithward Mid Cap Momentum ESG ETF	17.91%	16.50%	5.14%
PTL Inspire 500 ETF	13.70%	17.92%	7.22%

Correlation

The correlation between GLRY and PTL is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.85
Correlation (All Time) Calculated using the full available price history since Mar 26, 2024	0.87

The correlation between GLRY and PTL has been stable across timeframes, ranging from 0.85 to 0.87 - a consistent structural relationship.

GLRY vs. PTL - Sectors Allocation Comparison

Sectors	GLRY	PTL
Technology	27.6%	33.5%
Industrials	24.6%	18.6%
Consumer Cyclical	12.0%	6.4%
Financial Services	10.2%	7.7%
Healthcare	8.1%	5.1%
Communication Services	6.3%	1.2%
Utilities	3.0%	4.3%
Real Estate	2.6%	6.0%
Energy	2.5%	9.1%
Basic Materials	1.8%	6.1%
Consumer Defensive	1.4%	2.1%

Return for Risk

GLRY vs. PTL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GLRY

GLRY Risk / Return Rank: 52
GLRY Sharpe Ratio Rank: 49
GLRY Sortino Ratio Rank: 47
GLRY Omega Ratio Rank: 47
GLRY Calmar Ratio Rank: 60
GLRY Martin Ratio Rank: 58

PTL

PTL Risk / Return Rank: 61
PTL Sharpe Ratio Rank: 54
PTL Sortino Ratio Rank: 52
PTL Omega Ratio Rank: 52
PTL Calmar Ratio Rank: 74
PTL Martin Ratio Rank: 71

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GLRY vs. PTL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Inspire Faithward Mid Cap Momentum ESG ETF (GLRY) and Inspire 500 ETF (PTL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	GLRY	PTL	Difference
Sharpe ratio: Return per unit of total volatility	1.59	1.70	-0.11
Sortino ratio: Return per unit of downside risk	2.18	2.33	-0.15
Omega ratio: Gain probability vs. loss probability	1.29	1.30	-0.02
Calmar ratio: Return relative to maximum drawdown	2.79	3.50	-0.71
Martin ratio: Return relative to average drawdown	9.62	12.17	-2.56

GLRY vs. PTL - Sharpe Ratio Comparison

The current GLRY Sharpe Ratio is 1.59, which is comparable to the PTL Sharpe Ratio of 1.70. The chart below compares the historical Sharpe Ratios of GLRY and PTL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

GLRY vs. PTL - Drawdown Comparison

The maximum GLRY drawdown since its inception was -40.60%, which is greater than PTL's maximum drawdown of -19.72%. Use the drawdown chart below to compare losses from any high point for GLRY and PTL.

Drawdown Indicators

	GLRY	PTL	Difference
Max Drawdown Largest peak-to-trough decline	-40.60%	-19.72%	-20.88%
Max Drawdown (1Y) Largest decline over 1 year	-10.89%	-7.57%	-3.32%
Max Drawdown (3Y) Largest decline over 3 years	-20.50%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-34.63%	—	—
Current Drawdown Current decline from peak	-2.54%	-3.68%	+1.14%
Average Drawdown Average peak-to-trough decline	-15.89%	-2.48%	-13.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.15%	2.18%	+0.97%

Volatility

GLRY vs. PTL - Volatility Comparison

Inspire Faithward Mid Cap Momentum ESG ETF (GLRY) has a higher volatility of 7.28% compared to Inspire 500 ETF (PTL) at 6.25%. This indicates that GLRY's price experiences larger fluctuations and is considered to be riskier than PTL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	GLRY	PTL	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.28%	6.25%	+1.03%
Volatility (6M) Calculated over the trailing 6-month period	15.92%	12.09%	+3.83%
Volatility (1Y) Calculated over the trailing 1-year period	19.13%	15.63%	+3.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.17%	17.88%	+2.29%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.46%	17.88%	+3.58%

GLRY vs. PTL - Expense Ratio Comparison

GLRY has a 0.85% expense ratio, which is higher than PTL's 0.09% expense ratio.

Dividends

GLRY vs. PTL - Dividend Comparison

GLRY's dividend yield for the trailing twelve months is around 0.24%, less than PTL's 1.13% yield.

Position	TTM	2025	2024	2023	2022	2021
GLRY Inspire Faithward Mid Cap Momentum ESG ETF	0.24%	0.34%	0.52%	1.07%	1.04%	4.00%
PTL Inspire 500 ETF	1.13%	1.24%	0.92%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both GLRY and PTL in my portfolio?

GLRY and PTL have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, GLRY or PTL?

GLRY has higher volatility (7.28%) compared to PTL (6.25%). In terms of maximum drawdown, GLRY dropped -40.60% vs PTL's -19.72%.

Which ETF is better, GLRY or PTL?

On 1-year performance, GLRY leads with 30.23% vs 26.42% for PTL. On fees, PTL is cheaper at 0.09% per year. On volatility, PTL has been the lower-risk option at 6.25%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, GLRY or PTL?

Over the 1-year period, GLRY has performed better with a 30.23% return vs 26.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, GLRY or PTL?

PTL is cheaper with a 0.09% expense ratio, compared with 0.85% for GLRY.

Which ETF pays a higher dividend yield, GLRY or PTL?

PTL has the higher dividend yield at 1.13%, compared with 0.24% for GLRY.

What is the main difference between GLRY and PTL?

GLRY is categorized as Momentum, while PTL is Large Cap Blend Equities. Their fees differ too: 0.85% for GLRY and 0.09% for PTL.

Which has better risk-adjusted returns?

PTL currently has the higher Sharpe Ratio (1.70 vs 1.59), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.