ISMD vs. BIBL
Compare and contrast key facts about Inspire Small/Mid Cap Impact ETF (ISMD) and Inspire 100 ETF (BIBL).
ISMD and BIBL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. ISMD is a passively managed fund by Inspire that tracks the performance of the Inspire Small/Mid Cap Impact Equal Weight Index. It was launched on Feb 28, 2017. BIBL is a passively managed fund by Inspire that tracks the performance of the Inspire 100 Index. It was launched on Oct 30, 2017. Both ISMD and BIBL are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISMD or BIBL.
Correlation
The correlation between ISMD and BIBL is 0.80, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ISMD vs. BIBL - Performance Comparison
Key characteristics
ISMD:
0.62
BIBL:
1.02
ISMD:
1.01
BIBL:
1.50
ISMD:
1.12
BIBL:
1.18
ISMD:
1.33
BIBL:
1.25
ISMD:
3.28
BIBL:
5.61
ISMD:
3.69%
BIBL:
2.75%
ISMD:
19.50%
BIBL:
15.08%
ISMD:
-43.58%
BIBL:
-36.12%
ISMD:
-7.61%
BIBL:
-7.50%
Returns By Period
In the year-to-date period, ISMD achieves a 9.70% return, which is significantly lower than BIBL's 13.21% return.
ISMD
9.70%
-2.69%
10.23%
10.38%
8.95%
N/A
BIBL
13.21%
-4.50%
3.69%
14.00%
9.90%
N/A
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ISMD vs. BIBL - Expense Ratio Comparison
ISMD has a 0.57% expense ratio, which is higher than BIBL's 0.35% expense ratio.
Risk-Adjusted Performance
ISMD vs. BIBL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Inspire Small/Mid Cap Impact ETF (ISMD) and Inspire 100 ETF (BIBL). 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.
Dividends
ISMD vs. BIBL - Dividend Comparison
ISMD's dividend yield for the trailing twelve months is around 1.03%, more than BIBL's 0.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
ISMD Inspire Small/Mid Cap Impact ETF | 1.03% | 1.17% | 1.28% | 9.35% | 0.99% | 0.87% | 3.33% | 2.01% |
BIBL Inspire 100 ETF | 0.71% | 1.02% | 0.98% | 17.87% | 1.67% | 1.30% | 1.62% | 0.31% |
Drawdowns
ISMD vs. BIBL - Drawdown Comparison
The maximum ISMD drawdown since its inception was -43.58%, which is greater than BIBL's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for ISMD and BIBL. For additional features, visit the drawdowns tool.
Volatility
ISMD vs. BIBL - Volatility Comparison
Inspire Small/Mid Cap Impact ETF (ISMD) has a higher volatility of 5.61% compared to Inspire 100 ETF (BIBL) at 4.69%. This indicates that ISMD's price experiences larger fluctuations and is considered to be riskier than BIBL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.