Inspire Investing, LLC (the Adviser or Index Provider) is the issuer behind the IBD ETF. The Inspire Investing team is known for its unique approach to index investing, focusing on selecting domestic corporate bonds issued by companies with market capitalizations of $5 billion or more and credit ratings of BBB- or higher from Standard and Poor's or Baa3 or higher from Moody's. What sets them apart is their proprietary Inspire Impact Score® methodology, which evaluates securities based on their alignment with biblical values and their positive impact on customers, communities, the workplace, and the world. This methodology not only removes companies involved in activities contrary to biblical values but also rewards companies demonstrating positive behavior in areas like employee engagement, environmental responsibility, and more. The IBD ETF reflects the Inspire Investing team's commitment to faith-based investing principles and impact-driven investment strategies.
The Inspire Corporate Bond Impact ETF follows a unique investment approach that focuses on domestic corporate bonds issued by companies with market capitalizations of $5 billion or more, BBB- or higher credit ratings from Standard & Poor's or Baa3 or higher from Moody's, and an Inspire Impact Score® of zero or higher. This score is based on the alignment of a company's activities with biblical values and its positive impact on customers, communities, workplaces, and the world. The ETF's dividend distribution is influenced by the constituent companies' individual dividend policies and performances. While its primary focus may not be on dividends, investors can typically expect distributions on a quarterly basis. As the ETF adheres to a strict screening process that excludes companies involved in activities contrary to biblical values, it provides a unique opportunity for investors seeking both ethical investing and potential dividend returns.
Tracking the Corporate Bond Index is the primary objective of the IBD Tracking ETF. This ETF, managed by Inspire Investing, LLC, invests at least 80% of its total assets in domestic corporate bonds issued by companies with market capitalizations of $5 billion or more. The selection criteria for these bonds include credit ratings of BBB- or higher from Standard and Poor's or Baa3 or higher from Moody's, along with an Inspire Impact Score® of zero or higher, which is based on the alignment of the issuing company's values with biblical principles and positive societal impact. The Inspire Impact Score® methodology assesses companies based on their alignment with biblical values and positive impact across various categories, including access and affordability, air quality, business ethics, competitive behavior, customer privacy, employee engagement, diversity, and inclusion, and more. It also screens out companies engaged in activities that do not align with biblical values, such as those involved in abortifacients, abortion philanthropy, tobacco, pornography, and other categories. The Corporate Bond Index comprises 250 bonds from the top 200 issuers with the highest Inspire Impact Scores®, and these bonds are equally weighted across four maturity tranches of 0-3 years, 3-5 years, 5-7 years, and 7-10 years, aiming for an average maturity of approximately 5 years. The Inspire Impact Scores® are reviewed periodically and rebalanced quarterly to ensure that the ETF maintains its focus on investments that align with its values and principles. Under normal market conditions, the ETF invests primarily in domestic corporate bonds while considering industry concentration similar to that of the index it tracks.
The correlation aspect of the FFTY Innovator IBD 50 ETF is not readily available. However, our tool, ETF Insider, can provide you with valuable insights into this ETF's correlations with other assets and sectors. With its web app and simple visualization tools, ETF Insider allows you to study correlations and gain deep and interesting data for various US ETFs. Additionally, it helps you identify overlaps with other investments, enabling you to make informed decisions and analyze broader market trends. Explore the correlations of [ETF NAME] and other US ETFs with ETF Insider for a comprehensive understanding of your investment portfolio.
The IBD Sector ETF primarily invests in domestic corporate bonds with Inspire Impact Scores® of zero or higher, reflecting a commitment to aligning with biblical values and promoting a positive impact on society. The ETF focuses on bonds issued by companies with market capitalizations of $5 billion or more, having credit ratings of BBB- or higher from Standard & Poor's or Baa3 or higher from Moody's. It applies a rigorous screening process to exclude companies involved in activities such as alcohol, tobacco, cannabis, gambling, pornography, and more that do not align with biblical values. Additionally, the ETF considers factors like air quality, competitive behavior, customer privacy, and human rights when selecting its bond investments. Investors in the IBD Sector ETF may find it appealing for its socially responsible approach to fixed-income investing while adhering to certain ethical guidelines.
The IBD Exposure is characterized by its focus on domestic corporate bonds with a strong emphasis on companies that align with biblical values. The fund, managed by Inspire Investing, LLC, selects bonds issued by companies with market capitalizations of $5 billion or more and credit ratings of BBB- or higher from Standard & Poor''s or Baa3 or higher from Moody''s. Furthermore, the Inspire Impact Score® methodology is used to assess the alignment of these companies with biblical values, ensuring that they do not participate in activities or products that contradict these values.
ETF Insider is a data-driven portfolio analytics and optimization platform that introduces a more efficient and practical way to visualize, analyze and optimize portfolios.
Rather than focusing on the surface-level attributes of ETFs and Mutual Funds, ETF Insider goes deeper by examining the underlying holdings of exchange traded products.
By organizing and structuring that data, investors can easily navigate within their overlapping layers.
This innovative perspective combined with modern data visualization and modeling tools, provides an entirely new approach to portfolio optimization that can quickly expose both portfolio inefficiencies and opportunities.
5 min readUnlocking the Potential: Discovering the IBDN ETF - A Comprehensive Guide. Explore the world of Exchange-Traded Funds (ETFs) and delve into the features and benefits of the intriguing IBDN ETF in this informative article.
5 min readDiscovering the World of ETFs: Unraveling the IBDM ETF. Delve into the fundamentals and intricacies of Exchange-Traded Funds (ETFs) with a particular focus on understanding the IBDM ETF and its unique offerings in the market.
5 min readThe IBDS ETF is a specialized investment fund that focuses on global companies in the relevant sectors. This exchange-traded fund offers investors exposure to a diverse range of innovative and cutting-edge companies engaged in advancements in the industry. Discover the potential growth opportunities and risks associated with investing in this dynamic sector through the IBDS ETF.
ETF Insider is a novel portfolio optimization tool that uses the power of data visualization to gain insight into portfolio compositions, concentration risks, portfolio efficiency and more. Complex financial data can be transformed into visually appealing and easily digestible graphs and charts, allowing investors to quickly identify trends and make well-informed investment decisions. Not only does this save time, but it also increases the accuracy and effectiveness of portfolio management.
