IVW vs. RISN ETF Comparison
Comparison of iShares S&P 500 Growth ETF (IVW) to Inspire Tactical Balanced ESG ETF (RISN)
IVW
iShares S&P 500 Growth ETF
IVW Description
The investment seeks to track the investment results of an index composed of large-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P 500® Growth Index (the "underlying index"), which measures the performance of the large-capitalization growth sector of the U.S. equity market.
Grade (RS Rating)
Last Trade
$94.85
Average Daily Volume
2,543,385
Number of Holdings
*
231
* may have additional holdings in another (foreign) market
RISN
Inspire Tactical Balanced ESG ETF
RISN Description
The investment seeks to provide capital appreciation with lower volatility than the U.S. large cap stock market over the long term. The fund, an actively managed ETF, uses a proprietary system of technical analysis to tactically allocate assets into U.S. large cap stocks when the strategy identifies an uptrend in the U.S. large cap stock market, and shifts into U.S. Treasury bonds via third-party ETFs, investment grade and high-yield corporate bonds, government agency bonds, and listed gold exchange-traded products and exchange-traded notes such as SPDR Gold Shares (GLD) when the strategy identifies a downtrend in the U.S. large cap stock market.Grade (RS Rating)
Last Trade
$26.90
Average Daily Volume
6,858
Number of Holdings
*
78
* may have additional holdings in another (foreign) market
Performance
| Period | IVW | RISN |
|---|---|---|
| 30 Days | 0.79% | 1.43% |
| 60 Days | 1.38% | 1.57% |
| 90 Days | 2.71% | 4.14% |
| 12 Months | 38.60% | 17.87% |
26 Overlapping Holdings
| Symbol | Grade | Weight in IVW | Weight in RISN | Overlap | |
|---|---|---|---|---|---|
| AME | C | 1.0% | 0.98% | 0.98% | |
| BRO | C | 1.0% | 1.13% | 1.0% | |
| CPRT | D | 1.0% | 0.97% | 0.97% | |
| CSGP | D | 1.0% | 1.07% | 1.0% | |
| CSX | D | 1.0% | 0.99% | 0.99% | |
| EOG | D | 1.0% | 0.94% | 0.94% | |
| EPAM | F | 1.0% | 1.01% | 1.0% | |
| EW | F | 1.0% | 0.78% | 0.78% | |
| EXPD | C | 1.0% | 1.02% | 1.0% | |
| FAST | C | 1.0% | 1.04% | 1.0% | |
| IDXX | D | 1.0% | 1.06% | 1.0% | |
| MLM | D | 1.0% | 0.93% | 0.93% | |
| MNST | D | 1.0% | 1.03% | 1.0% | |
| MOH | D | 1.0% | 1.16% | 1.0% | |
| MSCI | C | 1.0% | 1.11% | 1.0% | |
| NVR | B | 1.0% | 1.39% | 1.0% | |
| ODFL | D | 1.0% | 0.99% | 0.99% | |
| ON | F | 1.0% | 0.92% | 0.92% | |
| PCAR | D | 1.0% | 0.89% | 0.89% | |
| POOL | D | 1.0% | 1.05% | 1.0% | |
| PSA | B | 1.0% | 1.2% | 1.0% | |
| ROL | C | 1.0% | 1.04% | 1.0% | |
| ROP | C | 1.0% | 1.01% | 1.0% | |
| SNA | C | 1.0% | 1.05% | 1.0% | |
| TJX | C | 1.0% | 1.06% | 1.0% | |
| WST | D | 1.0% | 0.98% | 0.98% |
IVW Overweight 205 Positions Relative to RISN
| Symbol | Grade | Weight | |
|---|---|---|---|
| ETSY | F | 1.0% | |
| PAYC | D | 1.0% | |
| RL | B | 1.0% | |
| DVA | B | 1.0% | |
| CZR | C | 1.0% | |
| ALLE | C | 1.0% | |
| DAY | D | 1.0% | |
| GNRC | D | 1.0% | |
| ENPH | D | 1.0% | |
| DPZ | D | 1.0% | |
| AOS | D | 1.0% | |
| LW | D | 1.0% | |
| MGM | D | 1.0% | |
| PODD | B | 1.0% | |
| JBL | D | 1.0% | |
| AKAM | D | 1.0% | |
| WAT | C | 1.0% | |
| WYNN | D | 1.0% | |
| HST | C | 1.0% | |
| VRSN | D | 1.0% | |
| CF | C | 1.0% | |
| MRO | C | 1.0% | |
| FDS | C | 1.0% | |
| STX | C | 1.0% | |
| NCLH | C | 1.0% | |
| APA | F | 1.0% | |
| LVS | D | 1.0% | |
| ALGN | D | 1.0% | |
| NTAP | D | 1.0% | |
| COO | B | 1.0% | |
| MAS | B | 1.0% | |
| HUBB | A | 1.0% | |
| DRI | B | 1.0% | |
| STLD | D | 1.0% | |
| SBAC | C | 1.0% | |
| PNR | B | 1.0% | |
| HSY | D | 1.0% | |
| CTRA | D | 1.0% | |
| MTD | D | 1.0% | |
| CHD | C | 1.0% | |
| ULTA | D | 1.0% | |
| CE | F | 1.0% | |
| CCL | C | 1.0% | |
| TTWO | D | 1.0% | |
| PTC | D | 1.0% | |
| CDW | D | 1.0% | |
| TSCO | C | 1.0% | |
| STE | C | 1.0% | |
| LYV | B | 1.0% | |
| ROK | F | 1.0% | |
| CBOE | C | 1.0% | |
| BR | D | 1.0% | |
| EFX | C | 1.0% | |
| OTIS | C | 1.0% | |
| GRMN | D | 1.0% | |
| CHTR | D | 1.0% | |
| EA | D | 1.0% | |
| ANSS | D | 1.0% | |
| DAL | C | 1.0% | |
| IQV | D | 1.0% | |
| DXCM | F | 1.0% | |
| EXPE | C | 1.0% | |
| PAYX | C | 1.0% | |
| TEL | D | 1.0% | |
| YUM | F | 1.0% | |
| IRM | B | 1.0% | |
| DFS | B | 1.0% | |
| SPG | A | 1.0% | |
| VMC | D | 1.0% | |
| VRSK | D | 1.0% | |
| HWM | B | 1.0% | |
| NUE | F | 1.0% | |
| DLR | B | 1.0% | |
| WMB | B | 1.0% | |
| BLDR | C | 1.0% | |
| CPAY | C | 1.0% | |
| GDDY | C | 1.0% | |
| SMCI | F | 1.0% | |
| AMP | B | 1.0% | |
| DECK | D | 1.0% | |
| RSG | D | 1.0% | |
| MCHP | F | 1.0% | |
| TYL | C | 1.0% | |
| LEN | C | 1.0% | |
| GEV | B | 1.0% | |
| FTV | C | 1.0% | |
| ABNB | D | 1.0% | |
| VST | A | 1.0% | |
| CEG | A | 1.0% | |
| PWR | B | 1.0% | |
| AXON | A | 1.0% | |
| IR | C | 1.0% | |
| CME | C | 1.0% | |
| PHM | B | 1.0% | |
| ADSK | C | 1.0% | |
| LULU | D | 1.0% | |
| FCX | D | 1.0% | |
| CARR | B | 1.0% | |
| FANG | D | 1.0% | |
| ITW | C | 1.0% | |
| MPC | F | 1.0% | |
| ECL | A | 1.0% | |
| TRGP | B | 1.0% | |
| GWW | A | 1.0% | |
| OKE | B | 1.0% | |
| AJG | D | 1.0% | |
| CL | C | 1.0% | |
| HES | D | 1.0% | |
| MCO | A | 1.0% | |
| WM | D | 1.0% | |
| HCA | A | 1.0% | |
| AZO | D | 1.0% | |
| AON | B | 1.0% | |
| EQIX | B | 1.0% | |
| CTAS | C | 1.0% | |
| RCL | A | 1.0% | |
| IT | A | 1.0% | |
| NKE | D | 1.0% | |
| ACGL | B | 1.0% | |
| BA | F | 1.0% | |
| MDLZ | C | 1.0% | |
| MSI | B | 1.0% | |
| APH | D | 1.0% | |
| NXPI | D | 1.0% | |
| MPWR | C | 1.0% | |
| SHW | B | 1.0% | |
| ADP | B | 1.0% | |
| AMT | C | 1.0% | |
| FICO | B | 1.0% | |
| FTNT | B | 1.0% | |
| URI | B | 1.0% | |
| ZTS | C | 1.0% | |
| ORLY | D | 1.0% | |
| ROST | C | 1.0% | |
| FI | A | 1.0% | |
| HLT | B | 1.0% | |
| MAR | C | 1.0% | |
| DHI | C | 1.0% | |
| TT | A | 1.0% | |
| DE | B | 1.0% | |
| MMC | C | 1.0% | |
| PH | A | 1.0% | |
| CRWD | D | 1.0% | |
| ADI | C | 1.0% | |
| TXN | C | 1.0% | |
| SBUX | C | 1.0% | |
| BSX | B | 1.0% | |
| UNP | C | 1.0% | |
| PM | C | 1.0% | |
| PGR | A | 1.0% | |
| SPGI | A | 1.0% | |
| CDNS | D | 1.0% | |
| REGN | C | 1.0% | |
| SNPS | D | 1.0% | |
| ETN | C | 1.0% | |
| BX | B | 1.0% | |
| TDG | B | 1.0% | |
| CMG | C | 1.0% | |
| VRTX | D | 1.0% | |
| SYK | C | 1.0% | |
| GE | A | 1.0% | |
| KKR | A | 1.0% | |
| COP | D | 1.0% | |
| PEP | D | 1.0% | |
| TMO | C | 1.0% | |
| ANET | A | 1.0% | |
| MCD | B | 1.0% | |
| QCOM | F | 1.0% | |
| CAT | B | 1.0% | |
| LRCX | F | 1.0% | |
| KLAC | D | 1.0% | |
| AXP | B | 1.0% | |
| KO | B | 1.0% | |
| PANW | C | 1.0% | |
| ISRG | C | 1.0% | |
| MRK | D | 1.0% | |
| LIN | B | 1.0% | |
| ACN | C | 1.0% | |
| ABBV | C | 1.0% | |
| BKNG | B | 1.0% | |
| HD | A | 1.0% | |
| UBER | C | 1.0% | |
| AMAT | F | 1.0% | |
| PG | C | 1.0% | |
| COST | B | 1.0% | |
| INTU | C | 1.0% | |
| NOW | A | 1.0% | |
| UNH | C | 1.0% | |
| AMD | D | 1.0% | |
| CRM | D | 1.0% | |
| ORCL | B | 1.0% | |
| ADBE | F | 1.0% | |
| MA | C | 1.0% | |
| NFLX | B | 1.0% | |
| V | C | 1.0% | |
| TSLA | C | 1.0% | |
| AVGO | C | 1.0% | |
| GOOG | D | 1.0% | |
| LLY | C | 1.0% | |
| GOOGL | D | 1.0% | |
| AMZN | C | 1.0% | |
| META | A | 1.0% | |
| NVDA | D | 1.0% | |
| MSFT | C | 1.0% | |
| AAPL | C | 1.0% |
IVW Underweight 52 Positions Relative to RISN
| Symbol | Grade | Weight | |
|---|---|---|---|
| USFR | A | -19.88% | |
| RMD | C | -1.27% | |
| GIII | C | -1.2% | |
| G | C | -1.19% | |
| COKE | C | -1.18% | |
| MKTX | C | -1.18% | |
| MAA | C | -1.15% | |
| BOTJ | C | -1.15% | |
| CRI | D | -1.15% | |
| ACIW | A | -1.15% | |
| UDR | C | -1.12% | |
| FCNCA | D | -1.11% | |
| NECB | A | -1.09% | |
| ELV | C | -1.08% | |
| CACI | B | -1.07% | |
| MED | F | -1.06% | |
| JBHT | D | -1.06% | |
| CHE | C | -1.05% | |
| MIDD | D | -1.05% | |
| COLM | C | -1.05% | |
| LAD | C | -1.04% | |
| COLB | B | -1.04% | |
| NFBK | C | -1.02% | |
| EME | A | -1.02% | |
| GGG | C | -1.02% | |
| IBN | A | -1.01% | |
| RDY | D | -1.01% | |
| PFC | C | -1.01% | |
| LSTR | F | -1.0% | |
| KRC | B | -1.0% | |
| TSM | C | -0.99% | |
| EGP | C | -0.99% | |
| PAG | D | -0.98% | |
| CIVB | C | -0.98% | |
| CSL | B | -0.97% | |
| LFUS | C | -0.97% | |
| CNI | D | -0.97% | |
| CFR | C | -0.96% | |
| ALG | D | -0.96% | |
| OFLX | D | -0.95% | |
| TXRH | C | -0.95% | |
| MKL | C | -0.93% | |
| DAR | F | -0.93% | |
| PBHC | C | -0.93% | |
| GNTX | D | -0.9% | |
| MVBF | F | -0.9% | |
| AX | D | -0.9% | |
| NICE | F | -0.9% | |
| ASR | D | -0.88% | |
| LECO | F | -0.87% | |
| SWKS | F | -0.86% | |
| NTES | F | -0.84% |
IVW: Top Represented Industries & Keywords
Industries:
Software - Application
Business Services
Semiconductors
Diversified Industrials
Oil & Gas E&P
Diagnostics & Research
Restaurants
Specialty Retail
Internet Content & Information
Leisure
Medical Devices
Specialty Industrial Machinery
Building Materials
Capital Markets
Credit Services
Information Technology Services
Insurance Brokers
Medical Instruments & Supplies
Residential Construction
Resorts & Casinos
RISN: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Apparel Manufacturing
Auto & Truck Dealerships
Integrated Shipping & Logistics
Savings & Cooperative Banks
Semiconductors
Beverages - Soft Drinks
Business Services
Capital Markets
Health Care Plans
Information Technology Services
Medical Instruments & Supplies
REIT - Industrial
REIT - Residential
Railroads
Software - Application
Tools & Accessories
Airports & Air Services
Apparel Stores
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