ISMD vs. IBD
Compare and contrast key facts about Inspire Small/Mid Cap Impact ETF (ISMD) and Inspire Corporate Bond Impact ETF (IBD).
ISMD and IBD 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. IBD is a passively managed fund by Inspire that tracks the performance of the Inspire Corporate Bond Impact Equal Weight Index. It was launched on Jul 10, 2017. Both ISMD and IBD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
ISMD vs. IBD - Performance Comparison
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ISMD vs. IBD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISMD Inspire Small/Mid Cap Impact ETF | 4.62% | 4.14% | 9.53% | 16.74% | -13.44% | 29.38% | 7.45% | 24.62% | -12.63% | 8.48% |
IBD Inspire Corporate Bond Impact ETF | -0.41% | 7.70% | 3.58% | 6.00% | -8.94% | -1.89% | 5.15% | 7.97% | -1.18% | 1.32% |
Returns By Period
In the year-to-date period, ISMD achieves a 4.62% return, which is significantly higher than IBD's -0.41% return.
ISMD
- 1D
- 0.70%
- 1M
- -4.06%
- YTD
- 4.62%
- 6M
- 4.26%
- 1Y
- 19.45%
- 3Y*
- 10.42%
- 5Y*
- 5.29%
- 10Y*
- —
IBD
- 1D
- 0.05%
- 1M
- -0.81%
- YTD
- -0.41%
- 6M
- 0.86%
- 1Y
- 4.77%
- 3Y*
- 4.83%
- 5Y*
- 1.45%
- 10Y*
- —
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ISMD vs. IBD - Expense Ratio Comparison
ISMD has a 0.57% expense ratio, which is higher than IBD's 0.49% expense ratio.
Return for Risk
ISMD vs. IBD — Risk / Return Rank
ISMD
IBD
ISMD vs. IBD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inspire Small/Mid Cap Impact ETF (ISMD) and Inspire Corporate Bond Impact ETF (IBD). 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.
| ISMD | IBD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.95 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.34 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.91 | -0.52 |
Martin ratioReturn relative to average drawdown | 4.87 | 6.80 | -1.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ISMD | IBD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.95 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.26 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.31 | +0.02 |
Correlation
The correlation between ISMD and IBD is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ISMD vs. IBD - Dividend Comparison
ISMD's dividend yield for the trailing twelve months is around 1.10%, less than IBD's 4.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISMD Inspire Small/Mid Cap Impact ETF | 1.10% | 1.21% | 1.24% | 1.17% | 1.28% | 9.35% | 0.99% | 0.88% | 1.35% | 2.02% |
IBD Inspire Corporate Bond Impact ETF | 4.26% | 4.17% | 4.18% | 3.39% | 1.75% | 1.36% | 1.63% | 2.47% | 2.06% | 0.82% |
Drawdowns
ISMD vs. IBD - Drawdown Comparison
The maximum ISMD drawdown since its inception was -44.60%, which is greater than IBD's maximum drawdown of -16.30%. Use the drawdown chart below to compare losses from any high point for ISMD and IBD.
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Drawdown Indicators
| ISMD | IBD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.60% | -16.30% | -28.30% |
Max Drawdown (1Y)Largest decline over 1 year | -13.93% | -2.55% | -11.38% |
Max Drawdown (5Y)Largest decline over 5 years | -26.64% | -14.76% | -11.88% |
Current DrawdownCurrent decline from peak | -5.79% | -1.27% | -4.52% |
Average DrawdownAverage peak-to-trough decline | -8.31% | -3.41% | -4.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 0.71% | +3.26% |
Volatility
ISMD vs. IBD - Volatility Comparison
Inspire Small/Mid Cap Impact ETF (ISMD) has a higher volatility of 6.74% compared to Inspire Corporate Bond Impact ETF (IBD) at 1.44%. This indicates that ISMD's price experiences larger fluctuations and is considered to be riskier than IBD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISMD | IBD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.74% | 1.44% | +5.30% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 2.99% | +10.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.95% | 5.01% | +16.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.89% | 5.59% | +15.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.85% | 6.75% | +17.10% |