BLES - ETF AI Analysis
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Inspire Global Hope ETF (BLES)
BLES, the Inspire Global Hope ETF, earns a solid overall rating thanks to several strong technology and infrastructure-focused holdings like Cboe Global Markets and Bentley Systems, which show healthy financial performance, positive earnings calls, and strategic growth initiatives in areas such as AI and digital transformation. However, some holdings like Zscaler and DocuSign face challenges from bearish technical trends, profitability or valuation concerns, which slightly weigh on the fund’s appeal. The main risk factor is the concentration in growth-oriented, often higher-valuation tech and software names, which can make the ETF more sensitive to market swings and shifts in investor sentiment toward expensive growth stocks.
BLES vs. SPDR S&P 500 ETF (SPY)
- AUM
- 166.91M
- Region
- Global
- Expense Ratio
- 0.60%
- Beta
- 0.72
- Issuer
- Inspire
- Inception Date
- Feb 27, 2017
- Dividend Yield
- 1.86%
- Asset Class
- Equity
- Index Tracked
- Inspire Global Hope Large Cap Equal Weight Index
BLES Summary
BLES is the Inspire Global Hope ETF, which follows the Inspire Global Hope Large Cap Equal Weight Index. It invests in large, well-known companies around the world while screening for strong ethical and moral standards. The fund spreads money across many sectors, including technology, industrials, and finance, and holds recognizable names like DocuSign and Fair Isaac. Someone might invest in BLES to seek long-term growth and global diversification while supporting companies that aim to make a positive impact. A key risk is that its stock prices can go up and down with the overall market, so your investment value may fluctuate.
How much will it cost me?
This ETF has an expense ratio of 0.60%, which means you’ll pay about $6 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because BLES uses a more specialized, values-based strategy rather than a plain, passively managed broad market index.
What would affect this ETF?
Because BLES invests in large global companies with a tilt toward technology, industrials, and financials, it could benefit from ongoing innovation, business spending, and stable economic growth around the world, especially if interest rates eventually ease and support higher stock prices. On the other hand, slower global growth, higher-for-longer interest rates, or tighter regulations on financial and tech firms could weigh on returns, and its values-based screening may limit exposure to some profitable but less ethically aligned companies.
BLES Top 10 Holdings
BLES is leaning into a tech-and-software story, with names like Skyworks Solutions and Zscaler helping power recent gains as demand for connectivity and cybersecurity stays lively. DocuSign has been another rising contributor, benefiting from steady adoption of digital agreements. On the flip side, Procore Technologies and Wisetech Global have shown more mixed, sometimes lagging performance, occasionally acting as a speed bump for the fund. Overall, the ETF tilts toward technology and industrial software, with a global footprint that reaches beyond the U.S. into international markets.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Skyworks Solutions | 0.42% | $691.27K | $20.60B | 10.64% | 70Outperform | |
| Glaukos | 0.37% | $611.58K | $14.07B | 170.62% | 61Neutral | |
| Roper Technologies | 0.33% | $544.52K | $46.15B | 5.23% | 71Outperform | |
| Bentley Systems | 0.32% | $536.24K | $12.36B | -18.74% | 71Outperform | |
| Icon | 0.31% | $506.21K | $16.31B | 27.84% | 68Neutral | |
| Zscaler | 0.30% | $489.22K | $38.78B | -26.15% | 60Neutral | |
| Wisetech Global | 0.31% | $510.29K | AUD 13.61B | -42.01% | 72Outperform | |
| Procore Technologies | 0.31% | $505.59K | $9.33B | -14.75% | 71Outperform |
BLES Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BLES, the sentiment is Positive. The current price of 48.08 is above the 20-day moving average (MA) of 47.80, below the 50-day MA of 48.41, and above the 200-day MA of 46.96, indicating a neutral trend. The MACD of -0.01 indicates Negative momentum. The RSI at 51.34 is Neutral, neither overbought nor oversold. The STOCH value of 84.79 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BLES.
BLES Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| $48.08 | $50.00(3.99% Upside) | $166.91M | 0.60% | 57Neutral | |
| $188.98 | $221.39(17.15% Upside) | $661.75M | 0.50% | 69Neutral | |
| $25.91 | $31.41(21.21% Upside) | $609.20M | 0.49% | 72Outperform | |
| $17.46 | $20.97(20.08% Upside) | $536.92M | 0.71% | 71Outperform | |
| $52.74 | $59.77(13.34% Upside) | $473.34M | 0.54% | 70Neutral | |
| $29.51 | $36.23(22.78% Upside) | $325.58M | 0.28% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BLES | Inspire Global Hope ETF | 48.08 | 6.26 | 14.97% | |
| DGT | SPDR Global Dow ETF | 188.97 | 29.00 | 18.13% | |
| AQEC | AQE Core ETF | 25.91 | 1.23 | 4.98% | |
| BBHL | BBH Select Large Cap ETF | 17.46 | 1.77 | 11.28% | |
| TEQI | T. Rowe Price Equity Income ETF | 52.74 | 10.03 | 23.49% | |
| FYEE | Fidelity Yield Enhanced Equity ETF | 29.51 | 3.39 | 12.96% |
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.