PTL vs. SUPP

Last updated Jun 4, 2026

PTL (Inspire 500 ETF) and SUPP (TCW Transform Supply Chain ETF) are both Large Cap Blend Equities funds. PTL is passively managed, while SUPP is actively managed. Over the past year, PTL returned 31.98% vs 32.25% for SUPP. Their correlation of 0.87 suggests significant overlap in exposure. PTL charges 0.09%/yr vs 0.75%/yr for SUPP.

Performance

PTL vs. SUPP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Inspire 500 ETF (PTL) and TCW Transform Supply Chain ETF (SUPP). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, PTL achieves a 17.90% return, which is significantly lower than SUPP's 21.99% return.

PTL

• 1D: -0.12%
• 1M: 5.59%
• YTD: 17.90%
• 6M: 15.73%
• 1Y: 31.98%
• 3Y*: —
• 5Y*: —
• 10Y*: —

SUPP

• 1D: 0.51%
• 1M: 5.57%
• YTD: 21.99%
• 6M: 19.43%
• 1Y: 32.25%
• 3Y*: 19.75%
• 5Y*: —
• 10Y*: —

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

PTL vs. SUPP - Yearly Performance Comparison

	2026 (YTD)	2025	2024
PTL Inspire 500 ETF	17.90%	17.92%	7.90%
SUPP TCW Transform Supply Chain ETF	21.99%	11.65%	-3.70%

Correlation

The correlation between PTL and SUPP is 0.84, 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	0.84
Correlation (All Time) Calculated using the full available price history since Mar 27, 2024	0.87

The correlation between PTL and SUPP has been stable across timeframes, ranging from 0.84 to 0.87 - a consistent structural relationship.

PTL vs. SUPP - Sectors Allocation Comparison

Sectors	PTL	SUPP
Technology	30.5%	37.9%
Industrials	19.5%	51.2%
Energy	10.0%	-
Financial Services	7.9%	-
Consumer Cyclical	7.0%	6.7%
Basic Materials	6.2%	4.2%
Real Estate	6.1%	-
Healthcare	5.1%	-
Utilities	4.7%	-
Consumer Defensive	2.2%	-
Communication Services	1.0%	-

Return for Risk

PTL vs. SUPP — Risk / Return Rank

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

PTL

PTL Risk / Return Rank: 72
PTL Sharpe Ratio Rank: 67
PTL Sortino Ratio Rank: 65
PTL Omega Ratio Rank: 65
PTL Calmar Ratio Rank: 81
PTL Martin Ratio Rank: 81

SUPP

SUPP Risk / Return Rank: 50
SUPP Sharpe Ratio Rank: 49
SUPP Sortino Ratio Rank: 49
SUPP Omega Ratio Rank: 47
SUPP Calmar Ratio Rank: 49
SUPP Martin Ratio Rank: 57

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.

PTL vs. SUPP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Inspire 500 ETF (PTL) and TCW Transform Supply Chain ETF (SUPP). 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.

	PTL	SUPP	Difference
Sharpe ratio: Return per unit of total volatility	2.19	1.68	+0.52
Sortino ratio: Return per unit of downside risk	2.99	2.37	+0.62
Omega ratio: Gain probability vs. loss probability	1.39	1.30	+0.09
Calmar ratio: Return relative to maximum drawdown	4.24	2.38	+1.86
Martin ratio: Return relative to average drawdown	15.81	9.82	+6.00
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PTL vs. SUPP - Sharpe Ratio Comparison

The current PTL Sharpe Ratio is 2.19, which is higher than the SUPP Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of PTL and SUPP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	PTL	SUPP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.19	1.68	+0.52
Sharpe Ratio (All Time) Calculated using the full available price history	1.16	0.90	+0.26

Drawdowns

PTL vs. SUPP - Drawdown Comparison

The maximum PTL drawdown since its inception was -19.72%, smaller than the maximum SUPP drawdown of -25.03%. Use the drawdown chart below to compare losses from any high point for PTL and SUPP.

Drawdown Indicators

	PTL	SUPP	Difference
Max Drawdown Largest peak-to-trough decline	-19.72%	-25.03%	+5.31%
Max Drawdown (1Y) Largest decline over 1 year	-7.57%	-13.59%	+6.02%
Max Drawdown (3Y) Largest decline over 3 years	—	-25.03%	—
Current Drawdown Current decline from peak	-0.12%	0.00%	-0.12%
Average Drawdown Average peak-to-trough decline	-2.47%	-4.40%	+1.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.03%	3.29%	-1.26%

Volatility

PTL vs. SUPP - Volatility Comparison

The current volatility for Inspire 500 ETF (PTL) is 4.16%, while TCW Transform Supply Chain ETF (SUPP) has a volatility of 7.08%. This indicates that PTL experiences smaller price fluctuations and is considered to be less risky than SUPP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PTL	SUPP	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.16%	7.08%	-2.92%
Volatility (6M) Calculated over the trailing 6-month period	11.31%	16.42%	-5.11%
Volatility (1Y) Calculated over the trailing 1-year period	14.69%	19.34%	-4.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.68%	19.43%	-1.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.68%	19.43%	-1.75%

PTL vs. SUPP - Expense Ratio Comparison

PTL has a 0.09% expense ratio, which is lower than SUPP's 0.75% expense ratio.

Dividends

PTL vs. SUPP - Dividend Comparison

PTL's dividend yield for the trailing twelve months is around 1.09%, more than SUPP's 0.29% yield.

Position	TTM	2025	2024	2023
PTL Inspire 500 ETF	1.09%	1.24%	0.92%	0.00%
SUPP TCW Transform Supply Chain ETF	0.29%	0.35%	0.49%	0.45%

Frequently Asked Questions

Can I hold both PTL and SUPP in my portfolio?

PTL and SUPP have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, PTL or SUPP?

SUPP has higher volatility (7.08%) compared to PTL (4.16%). In terms of maximum drawdown, PTL dropped -19.72% vs SUPP's -25.03%.

Which ETF is better, PTL or SUPP?

On 1-year performance, SUPP leads with 32.25% vs 31.98% for PTL. On fees, PTL is cheaper at 0.09% per year. On volatility, PTL has been the lower-risk option at 4.16%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, PTL or SUPP?

Over the 1-year period, SUPP has performed better with a 32.25% return vs 31.98%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, PTL or SUPP?

PTL is cheaper with a 0.09% expense ratio, compared with 0.75% for SUPP.

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

PTL has the higher dividend yield at 1.09%, compared with 0.29% for SUPP.

What is the main difference between PTL and SUPP?

They also come from different issuers: Inspire and TCW. Their fees differ too: 0.09% for PTL and 0.75% for SUPP.

Which has better risk-adjusted returns?

PTL currently has the higher Sharpe Ratio (2.19 vs 1.68), 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.