ISMD vs. QQQ
Compare and contrast key facts about Inspire Small/Mid Cap Impact ETF (ISMD) and Invesco QQQ ETF (QQQ).
ISMD and QQQ 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. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999. Both ISMD and QQQ 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. QQQ - Performance Comparison
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ISMD vs. QQQ - 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% | 8.43% |
QQQ Invesco QQQ ETF | -4.76% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 20.89% |
Returns By Period
In the year-to-date period, ISMD achieves a 4.62% return, which is significantly higher than QQQ's -4.76% return.
ISMD
- 1D
- 0.70%
- 1M
- -4.06%
- YTD
- 4.62%
- 6M
- 4.26%
- 1Y
- 19.45%
- 3Y*
- 10.42%
- 5Y*
- 5.29%
- 10Y*
- —
QQQ
- 1D
- 1.24%
- 1M
- -3.79%
- YTD
- -4.76%
- 6M
- -2.89%
- 1Y
- 24.21%
- 3Y*
- 22.83%
- 5Y*
- 13.16%
- 10Y*
- 18.99%
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ISMD vs. QQQ - Expense Ratio Comparison
ISMD has a 0.57% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Return for Risk
ISMD vs. QQQ — Risk / Return Rank
ISMD
QQQ
ISMD vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inspire Small/Mid Cap Impact ETF (ISMD) and Invesco QQQ ETF (QQQ). 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 | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 1.07 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.66 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.24 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 2.00 | -0.61 |
Martin ratioReturn relative to average drawdown | 4.87 | 7.32 | -2.45 |
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 | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 1.07 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.59 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.86 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.38 | -0.05 |
Correlation
The correlation between ISMD and QQQ is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ISMD vs. QQQ - Dividend Comparison
ISMD's dividend yield for the trailing twelve months is around 1.10%, more than QQQ's 0.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
QQQ Invesco QQQ ETF | 0.48% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
Drawdowns
ISMD vs. QQQ - Drawdown Comparison
The maximum ISMD drawdown since its inception was -44.60%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for ISMD and QQQ.
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Drawdown Indicators
| ISMD | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.60% | -82.97% | +38.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.93% | -12.62% | -1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -26.64% | -35.12% | +8.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.12% | — |
Current DrawdownCurrent decline from peak | -5.79% | -7.86% | +2.07% |
Average DrawdownAverage peak-to-trough decline | -8.31% | -32.99% | +24.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 3.44% | +0.53% |
Volatility
ISMD vs. QQQ - Volatility Comparison
Inspire Small/Mid Cap Impact ETF (ISMD) and Invesco QQQ ETF (QQQ) have volatilities of 6.74% and 6.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISMD | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.74% | 6.61% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 12.82% | +0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.95% | 22.70% | -0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.89% | 22.38% | -1.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.85% | 22.25% | +1.60% |