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ISMD - ETF AI Analysis
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Inspire Small/Mid Cap Impact ETF (ISMD)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Strong-Performing Top Holdings
Many of the largest positions have delivered strong year-to-date gains, helping support the fund’s overall returns.
Broad Sector Diversification
Holdings are spread across many sectors, including industrials, financials, technology, and consumer-related areas, which helps reduce reliance on any single industry.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees.
Small/Mid-Cap Volatility Risk
Because the ETF focuses on smaller and mid-sized companies, its share price may move up and down more sharply than large-cap funds.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. economy.
ISMD vs. SPDR S&P 500 ETF (SPY)
AUM259.12M
RegionNorth America
Expense Ratio0.57%
Beta0.99
IssuerInspire
Inception DateFeb 28, 2017
Dividend Yield1.15%
Asset ClassEquity
Index TrackedInspire Small/Mid Cap Impact Equal Weight Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume27,618
30 Day Avg. Volume38,594
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
50.68Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering496
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ISMD Summary
ISMD is the Inspire Small/Mid Cap Impact ETF, which follows the Inspire Small/Mid Cap Impact Equal Weight Index. It invests mainly in U.S. small and mid-sized companies across many sectors, including industrials, financials, and technology. Examples of holdings include Ultra Clean Holdings and Hecla Mining Company. This fund is aimed at investors who want growth potential from smaller companies while also following biblically based ethical screens. A key risk is that smaller-company stocks can be more volatile, so the value of this ETF can rise and fall more sharply than the overall market.
How much will it cost me?The Inspire Small/Mid Cap Impact ETF (ISMD) has an expense ratio of 0.57%, which means you’ll pay $5.70 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed and focuses on ethical investing, which involves more research and selection processes. While the cost is higher, it reflects the fund's commitment to aligning investments with specific moral and ethical standards.
What would affect this ETF?The Inspire Small/Mid Cap Impact ETF (ISMD) could benefit from growth in innovative sectors like technology and health care, as well as increased interest in ethical investing. However, it may face challenges from economic slowdowns that disproportionately affect small and mid-cap companies, as well as potential regulatory changes impacting industries like energy and financials. Its focus on U.S.-based firms also makes it sensitive to domestic economic conditions and interest rate fluctuations.
ISMD Top 10 Holdings
ISMD leans into U.S. small and mid-cap innovators, with a noticeable tilt toward industrials, tech, and niche manufacturers rather than Big Tech giants. Recent strength from names like Kosmos Energy and Ultra Clean Holdings has given the fund some lift, as energy and semiconductor-related plays catch a favorable breeze. IPG Photonics, FormFactor, and Modine are also generally rising, helping anchor performance. On the flip side, more challenged holdings such as Neogen and Compass Diversified look a bit stuck in the mud, reminding investors that this impact-focused, domestically centered fund still carries classic small/mid-cap volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Kosmos Energy | 0.55% | $1.40M | $1.23B | 21.23% | 47 Neutral | |
| Amprius Technologies Inc | 0.40% | $1.02M | $2.43B | 716.50% | 51 Neutral | |
| Ultra Clean Holdings | 0.38% | $969.79K | $2.41B | 113.33% | 52 Neutral | |
| Acadia Healthcare | 0.34% | $871.57K | $2.28B | -14.23% | 61 Neutral | |
| Aehr Test Systems | 0.34% | $862.87K | $1.25B | 336.93% | 55 Neutral | |
| IPG Photonics | 0.32% | $817.74K | $5.14B | 96.23% | 58 Neutral | |
| Green Plains | 0.31% | $792.64K | $1.04B | 188.87% | 56 Neutral | |
| SkyWater Technology | 0.30% | $766.96K | $1.40B | 250.97% | 64 Neutral | |
| TRONOX | 0.30% | $759.99K | $1.09B | -10.41% | 57 Neutral | |
| Viavi Solutions | 0.30% | $757.56K | $6.77B | 160.32% | 71 Outperform |
ISMD Technical Analysis
Neutral
―
Price Trends
41.32
Negative
39.77
Positive
38.23
Positive
Market Momentum
-0.06
Positive
35.53
Neutral
33.35
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ISMD, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 42.17, equal to the 50-day MA of 41.32, and equal to the 200-day MA of 38.23, indicating a neutral trend. The MACD of -0.06 indicates Positive momentum. The RSI at 35.53 is Neutral, neither overbought nor oversold. The STOCH value of 33.35 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for ISMD.
ISMD Peer Comparison
Comparison Results
Performance Comparison
ISMD
Inspire Small/Mid Cap Impact ETF
40.43
6.23
18.22%
MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
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―
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RSMC
Rockefeller U.S. Small-Mid Cap ETF
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―
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GRNJ
Fundstrat Granny Shots US Small- & Mid-Cap ETF
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SMOT
VanEck Morningstar SMID Moat ETF
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NBSM
Neuberger Berman Small-Mid Cap ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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