SOVF vs. GLRY

In the year-to-date period, SOVF achieves a -0.98% return, which is significantly lower than GLRY's 4.14% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SOVF has a 0.75% expense ratio, which is lower than GLRY's 0.85% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Sovereign's Capital Flourish Fund (SOVF) and Inspire Faithward Mid Cap Momentum ESG ETF (GLRY). 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.

The current SOVF Sharpe Ratio is 0.20, which is lower than the GLRY Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of SOVF and GLRY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SOVF's dividend yield for the trailing twelve months is around 0.31%, less than GLRY's 0.64% yield.

The maximum SOVF drawdown since its inception was -21.74%, smaller than the maximum GLRY drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for SOVF and GLRY. For additional features, visit the drawdowns tool.

Sovereign's Capital Flourish Fund (SOVF) and Inspire Faithward Mid Cap Momentum ESG ETF (GLRY) have volatilities of 5.95% and 6.12%, 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.