ISMD vs. RISN
ISMD (Inspire Small/Mid Cap Impact ETF) and RISN (Inspire Tactical Balanced ESG ETF) are both exchange-traded funds - ISMD is a Small Cap Blend Equities fund tracking the Inspire Small/Mid Cap Impact Equal Weight Index, while RISN is a Diversified Portfolio fund actively managed by Inspire. ISMD is passively managed, while RISN is actively managed. Over the past 5 years, ISMD returned 9.57%/yr vs 3.85%/yr for RISN. Their 0.69 correlation means they have sometimes moved together and sometimes differently. ISMD charges 0.57%/yr vs 0.82%/yr for RISN.
Performance
ISMD vs. RISN - Performance Comparison
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Returns By Period
In the year-to-date period, ISMD achieves a 27.66% return, which is significantly higher than RISN's 6.63% return.
ISMD
- 1D
- -0.28%
- 1M
- -0.59%
- 6M
- 18.90%
- YTD
- 27.66%
- 1Y
- 41.09%
- 3Y*
- 14.14%
- 5Y*
- 9.57%
- 10Y*
- —
- ALL TIME*
- 9.85%
RISN
- 1D
- 0.42%
- 1M
- -1.11%
- 6M
- 3.36%
- YTD
- 6.63%
- 1Y
- 11.95%
- 3Y*
- 9.80%
- 5Y*
- 3.85%
- 10Y*
- —
- ALL TIME*
- 7.17%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.42M | $2.34M | $1.91M | |
| $100.18K | $351.17K | $583.35K |
ISMD vs. RISN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
ISMD Inspire Small/Mid Cap Impact ETF | 27.66% | 4.14% | 9.53% | 16.74% | -13.44% | 29.38% | 28.38% |
RISN Inspire Tactical Balanced ESG ETF | 6.63% | 10.83% | 7.61% | 10.29% | -18.06% | 22.47% | 7.94% |
Correlation
The correlation between ISMD and RISN is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.76 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.70 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2020 | 0.69 |
The correlation between ISMD and RISN shifts across timeframes, from 0.64 (1 year) to 0.76 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
ISMD vs. RISN — Risk / Return Rank
ISMD
RISN
ISMD vs. RISN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inspire Small/Mid Cap Impact ETF (ISMD) and Inspire Tactical Balanced ESG ETF (RISN). 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.
| ISMD | RISN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +1.67 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.16 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 4.03 | 1.54 | +2.49 |
| Martin ratioReturn relative to average drawdown | 13.05 | 5.01 | +8.05 |
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Drawdowns
ISMD vs. RISN - Drawdown Comparison
The maximum ISMD drawdown since its inception was -44.60%, which is greater than RISN's maximum drawdown of -21.88%. Use the drawdown chart below to compare losses from any high point for ISMD and RISN.
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Drawdown Indicators
| ISMD | RISN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.60% | -21.88% | -22.72% |
Max Drawdown (1Y)Largest decline over 1 year | -9.64% | -7.42% | -2.22% |
Max Drawdown (3Y)Largest decline over 3 years | -26.64% | -16.37% | -10.27% |
Max Drawdown (5Y)Largest decline over 5 years | -26.64% | -21.88% | -4.76% |
Current DrawdownCurrent decline from peak | -2.21% | -2.38% | +0.17% |
Average DrawdownAverage peak-to-trough decline | -8.05% | -7.35% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 2.28% | +0.69% |
Volatility
ISMD vs. RISN - Volatility Comparison
Inspire Small/Mid Cap Impact ETF (ISMD) and Inspire Tactical Balanced ESG ETF (RISN) have volatilities of 3.68% and 3.67%, 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 | RISN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 3.67% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 12.55% | 9.84% | +2.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.22% | 12.44% | +5.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.76% | 11.30% | +9.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.62% | 11.38% | +12.24% |
ISMD vs. RISN - Expense Ratio Comparison
ISMD has a 0.57% expense ratio, which is lower than RISN's 0.82% expense ratio.
Dividends
ISMD vs. RISN - Dividend Comparison
ISMD's dividend yield for the trailing twelve months is around 1.12%, less than RISN's 1.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
ISMD Inspire Small/Mid Cap Impact ETF | 1.12% | 1.21% | 1.24% | 1.17% | 1.28% | 9.35% | 0.99% | 0.88% | 1.35% | 2.02% |
RISN Inspire Tactical Balanced ESG ETF | 1.16% | 0.98% | 1.39% | 2.05% | 1.27% | 9.74% | 4.71% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ISMD and RISN have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ISMD has higher volatility (3.68%) compared to RISN (3.67%). In terms of maximum drawdown, ISMD dropped -44.60% vs RISN's -21.88%.
On 5-year performance, ISMD leads with 9.57% vs 3.85% for RISN. On fees, ISMD is cheaper at 0.57% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, ISMD has performed better with a 9.57% return vs 3.85%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ISMD is cheaper with a 0.57% expense ratio, compared with 0.82% for RISN.
RISN has the higher dividend yield at 1.16%, compared with 1.12% for ISMD.
ISMD is categorized as Small Cap Blend Equities, while RISN is Diversified Portfolio. Their fees differ too: 0.57% for ISMD and 0.82% for RISN.
ISMD currently has the higher Sharpe Ratio (2.14 vs 0.92), 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.
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