ISMD
+2.88 · +7.58%
$40.87 · NYSE ARCA

Inspire Small/Mid Cap Impact ETF (ISMD) ETF Analysis | Small Blend

Inspire · USA
AUM:$267.7M
#– of – in Small Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 16.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.59% — moderate cost. Consider how fees compound over long holding periods.

What is ISMD?

The fund generally invests at least 80% of its total assets in the component securities of the index. The index provider selects securities from a universe of publicly traded, domestic small and mid capitalization equity securities of companies which have an Inspire Impact Score" of zero or higher.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
ISMD delivered 16.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.59%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 3.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$267.7M
Expense Ratio0.59%
Dividend Yield1.13%
Holdings48
Inception DateFeb 2017
Domicile–
Distribution–
Index–
ProviderInspire
Beta1.21
CategorySmall Blend
CurrencyUSD
Portfolio Impact

How would ISMD affect your portfolio?

Sign in to see exactly what adding this ETF changes — sector exposure, yield, diversification, volatility. Real numbers from your actual holdings.

Sign in
Example preview
6168
+7 points · better diversified

Chart Tools

Sign in to overlay your portfolio on the chart.

Sign in
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+17.7%
1Y
+27.0%
3Y
+56.7%
5Y
+55.0%
OpenBook InsightIf you had invested £10,000 in ISMD 5 years ago, it would have grown to £15,503 — a gain of £5,503.

Annual Returns

Calendar year performance

ISMD delivered positive returns in 4 of the last 5 calendar years.
YearISMD
2026 YTD+26.4%
2025+4.9%
2024+10.6%
2023+17.8%
2022-14.0%
CAGR 4yr+4.1%
4/5 positive yearsAvg return: +9.2%Worst year: -14.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
12.5%
Low
Momentum
-0.1%
30-day change
Support Level
49.10
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.