HOMEWEB APPSCREENERRESOURCESTerms of usePrivacy policyCookie policyData disclaimerFAQHelpAbout usCOMMUNITYLinkedInRedditTwitterFacebookBlog

ISMD ETF ANALYSIS

Popular ETFs

S&P 500 ETF Trust

Nasdaq-100 Index Tracking ETF

Dow Jones Industrial Average ETF

iShares Russell 2000 ETF

iShares MSCI Emerging Markets ETF

Financial Select Sector SPDR Fund

Show Prices:
Reverse Chart:
ISMD ETF FUNDAMENTALS
ISMD ETF PERFORMANCE

ISMD ISSUER

Inspire Investing, LLC, serves as the issuer of the ISMD ETF. This ETF focuses on investing in domestic small and mid-capitalization equity securities with market capitalizations between $1 billion and $3.5 billion. Inspire Investing, LLC also acts as the index provider and investment adviser for the fund. They employ a proprietary selection methodology known as the Inspire Impact Score®, which evaluates a company's alignment with biblical values and its positive impact on customers, communities, workplaces, and the world. This methodology guides the selection of securities for the ETF, with a focus on excluding companies engaged in activities that do not align with biblical values while positively scoring companies that demonstrate ethical practices and positive societal impacts. The ISMD ETF aims to provide investors with exposure to a socially responsible investment approach within the small and mid-cap equity segment of the market.

ISMD DIVIDEND

Although the primary focus of the Inspire Small/Mid Cap Impact ETF (ISMD) is on socially responsible investing, it also offers dividend distribution opportunities. The fund typically invests at least 80% of its total assets in small and mid-cap companies with Inspire Impact Scores® of zero or higher. These companies are known for their alignment with biblical values and positive impacts on various aspects, including customers, communities, workplaces, and the world. While the specific dividend policies of the constituent companies influence the fund's distributions, investors may appreciate both the potential for capital appreciation and the alignment with ethical values that ISMD offers.

ISMD TRACKING

ISMD, which stands for the Inspire Small/Mid Cap Impact ETF, tracks the Small/Mid Cap Weight Index. The primary focus of this ETF is to invest at least 80% of its total assets in the component securities of the Small/Mid Cap Weight Index. Inspire Investing, LLC, the ETF's index provider and investment adviser, selects securities from a universe of publicly traded, domestic small and mid-capitalization equity securities of companies with market capitalizations between $1 billion and $3.5 billion and which have an Inspire Impact Score® of zero or higher.

ISMD CORRELATION

The correlation aspect of the Inspire Small/Mid Cap Impact ETF (ISMD) is not widely known, as the fund primarily focuses on selecting securities based on their alignment with biblical values and positive impact criteria. However, it can be expected that ISMD's correlation with the broader U.S. equity market is influenced by its composition of domestic small and mid-cap companies with market capitalizations between $1 billion and $3.5 billion. To gain a deeper understanding of ISMD's correlations with various assets and sectors, investors can leverage the ETF Insider web app. This tool offers comprehensive insights and visualization of correlations, helping investors make informed decisions and uncover potential overlaps in their portfolios.

ISMD SECTOR

The ISMD Sector ETF focuses on investing in domestic small and mid-capitalization equity securities with market capitalizations ranging from $1 billion to $3.5 billion. The ETF aims to replicate the Inspire Impact Score® methodology, which selects securities based on their alignment with biblical values and their positive impact on customers, communities, workplaces, and the world. It assigns scores to companies based on various categories, including business ethics, competitive behavior, human rights, and more. This ETF offers investors exposure to companies that adhere to a specific set of ethical criteria while targeting growth opportunities within the small and mid-cap sector.

ISMD EXPOSURE

The exposure characteristic of the Inspire Small/Mid Cap Impact ETF (ISMD) reflects its focus on socially responsible investing in the small and mid-cap segment of the U.S. equity market. ISMD aims to invest in companies with market capitalizations between $1 billion and $3.5 billion that align with biblical values and have a positive impact on society. This ETF seeks to avoid investments in companies involved in activities that do not align with these values, such as alcohol, tobacco, gambling, and more. ISMD''s exposure provides investors with an opportunity to support companies that prioritize ethical and responsible business practices, making it a unique choice for those looking to align their investments with their 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.

BLOG ARTICLES

What is the SIXA ETF ?
Blog book icon4 min read
By Ron Koren ETF Insider

What is the SIXA ETF ?

The SIXA ETF, known as the "Sustainable Infrastructure and Clean Energy Aggregation," is a forward-looking exchange-traded fund designed to capture the potential of the growing sustainable infrastructure and clean energy sectors. This ETF aims to invest in companies involved in renewable energy, green infrastructure projects, and sustainable technologies, providing investors with an opportunity to align their portfolios with environmentally conscious initiatives. Explore the SIXA ETF's investment strategy and its role in promoting a greener and more sustainable future.

Learn MoreArrow right
How does the ISMD ETF work?
Blog book icon5 min read
By Ron Koren ETF Insider

How does the ISMD ETF work?

The ISMD ETF is a specialized investment fund that focuses on a specific sector. This exchange-traded fund offers investors exposure to a range of companies in this sector.

Learn MoreArrow right
What is the ISMD ETF?
Blog book icon4 min read
By Ron Koren ETF Insider

What is the ISMD ETF?

The ISMD 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 ISMD ETF.

Learn MoreArrow right
View All Blog ArticlesBlog arrow right

FREQUENTLY ASKED QUESTIONS

How does this ETF generate income?
Question Arrow
What index does this ETF track?
Question Arrow
What is the correlation of this ETF with the market?
Question Arrow
What is the focus of this ETF?
Question Arrow
What kind of exposure does this ETF offer?
Question Arrow
What sectors does this ETF invest in?
Question Arrow

GET STARTED NOW!

No Credit Card Required
Full Data Protection
Overlap And Correlation
Insightful Visualization
Impactful Drill-Downs
Real-Time Data Feeds
Full Coverage For The U.S.

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.