ISMD - ETF AI Analysis
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Inspire Small/Mid Cap Impact ETF (ISMD)
ISMD’s rating suggests it is a reasonably solid small- and mid-cap impact ETF, supported by holdings like Herbalife, Blackbaud, and Trupanion, which show strong business performance, positive earnings updates, and, in some cases, attractive valuations. However, weaker names such as Par Technology and Kemper, which face profitability challenges and bearish momentum, weigh on the fund’s overall appeal. The main risk factor is the concentration in smaller companies with mixed financial strength and volatile technical trends, which can make the ETF more sensitive to market swings.
ISMD vs. SPDR S&P 500 ETF (SPY)
- AUM
- 316.06M
- Region
- North America
- Expense Ratio
- 0.53%
- Beta
- 0.96
- Issuer
- Inspire
- Inception Date
- Feb 28, 2017
- Dividend Yield
- 1.43%
- Asset Class
- Equity
- Index Tracked
- Inspire Small/Mid Cap Impact Equal Weight Index
ISMD Summary
ISMD is the Inspire Small/Mid Cap Impact ETF, which follows the Inspire Small/Mid Cap Impact Equal Weight Index and focuses on smaller U.S. companies with strong ethical and moral standards. It invests across many sectors, including industrials, technology, and financials, and holds names like UTZ Brands and Amplitude. Someone might invest in ISMD to seek growth from small and mid-sized companies while staying aligned with faith-based or values-driven investing. A key risk is that smaller company stocks can be more volatile, so the ETF’s price can go up and down 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 growth stories, with a noticeable tilt toward innovative health care and tech names. Twist Bioscience and Pulse Biosciences have been rising sharply, acting as key engines for recent performance, while Embecta and TaskUs are more mixed, occasionally losing steam and tempering gains. Amplitude has seen choppy trading, reflecting investor caution around profitability. UTZ Brands adds a steadier, consumer-focused counterweight. Overall, the fund is diversified across sectors but clearly powered by smaller, high-growth U.S. innovators.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 PCRX | Pacira Pharmaceuticals | 0.29% | $916.46K | $1.45B | 64.99% | 69Neutral |
 HPK | HighPeak Energy | 0.28% | $873.99K | $1.39B | 65.10% | 61Neutral |
 BLKB | Blackbaud | 0.26% | $818.51K | $2.43B | -17.72% | 70Outperform |
 PAR | Par Technology | 0.25% | $805.81K | $734.19M | -52.16% | 48Neutral |
 APPN | Appian | 0.28% | $877.29K | $3.19B | 63.63% | 58Neutral |
 KMPR | Kemper | 0.23% | $733.07K | $1.75B | -41.37% | 52Neutral |
 ARQT | Arcutis Biotherapeutics | 0.24% | $755.41K | $4.01B | 54.41% | 60Neutral |
 TRUP | Trupanion | 0.24% | $774.91K | $1.26B | -35.26% | 69Neutral |
 APOG | Apogee | 0.25% | $781.74K | $912.72M | 10.03% | 64Neutral |
 KTB | Kontoor Brands | 0.24% | $758.96K | $4.10B | -12.89% | 66Neutral |
ISMD Technical Analysis
Price Trends
Market Momentum
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 46.25 is below the 20-day moving average (MA) of 46.44, below the 50-day MA of 47.66, and above the 200-day MA of 45.04, indicating a neutral trend. The MACD of -0.46 indicates Negative momentum. The RSI at 44.52 is Neutral, neither overbought nor oversold. The STOCH value of 48.89 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| ISMD | $46.25 | $49.00(5.95% Upside) | $316.06M | 0.53% | 65Neutral |
 RSMC | $27.40 | $35.45(29.38% Upside) | $733.13M | 0.75% | 69Neutral |
 MSSM | $57.51 | $73.24(27.36% Upside) | $688.84M | 0.62% | 64Neutral |
 GRNJ | $27.37 | $39.67(44.93% Upside) | $452.60M | 0.75% | 69Neutral |
 SMOT | $39.48 | $46.74(18.40% Upside) | $318.02M | 0.49% | 68Neutral |
 SMIZ | $41.37 | $49.38(19.36% Upside) | $275.04M | 0.55% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| ISMD | Inspire Small/Mid Cap Impact ETF | 46.25 | 7.90 | 20.58% | |
| RSMC | Rockefeller U.S. Small-Mid Cap ETF | 27.40 | 0.94 | 3.56% | |
| MSSM | Morgan Stanley Pathway Small-Mid Cap Equity ETF | 57.51 | 7.55 | 15.12% | |
| GRNJ | Fundstrat Granny Shots US Small- & Mid-Cap ETF | 27.37 | 3.07 | 12.63% | |
| SMOT | VanEck Morningstar SMID Moat ETF | 39.48 | 3.31 | 9.15% | |
| SMIZ | Zacks Small/Mid Cap ETF | 41.37 | 4.10 | 10.99% |
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.