RISN vs. ISCB ETF Comparison
Comparison of Inspire Tactical Balanced ESG ETF (RISN) to iShares Morningstar Small-Cap ETF (ISCB)
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
$26.88
Average Daily Volume
6,180
78
ISCB
iShares Morningstar Small-Cap ETF
ISCB Description
ISCB holds small-cap stocks that fall into Morningstar's classifications as both growth and value. The fund selects companies from its parent, the Morningstar US Market Extended Index, that have market capitalization in the 90th and 99.5th percentile. The index provider uses a proprietary methodology that classifies stocks as either growth or value companies based on earnings, cash flow and other valuations metrics. Stocks that fall under both categories are tagged as blend and are thereby included in the index. The index is rebalanced quarterly. Before March 19, 2021, this fund tracked the Morningstar US Small Core Index, under the ticker JKJ.Grade (RS Rating)
Last Trade
$57.90
Average Daily Volume
5,264
10
Performance
| Period | RISN | ISCB |
|---|---|---|
| 30 Days | 1.70% | 2.12% |
| 60 Days | 2.67% | 2.28% |
| 90 Days | 4.06% | 8.89% |
| 12 Months | 15.40% | 21.40% |
0 Overlapping Holdings
| Symbol | Grade | Weight in RISN | Weight in ISCB | Overlap |
|---|
RISN Overweight 78 Positions Relative to ISCB
| Symbol | Grade | Weight | |
|---|---|---|---|
| USFR | A | 19.88% | |
| NVR | B | 1.39% | |
| RMD | C | 1.27% | |
| PSA | B | 1.2% | |
| GIII | C | 1.2% | |
| G | C | 1.19% | |
| COKE | C | 1.18% | |
| MKTX | C | 1.18% | |
| MOH | C | 1.16% | |
| MAA | B | 1.15% | |
| BOTJ | C | 1.15% | |
| CRI | C | 1.15% | |
| ACIW | B | 1.15% | |
| BRO | C | 1.13% | |
| UDR | B | 1.12% | |
| FCNCA | D | 1.11% | |
| MSCI | C | 1.11% | |
| NECB | B | 1.09% | |
| ELV | C | 1.08% | |
| CSGP | D | 1.07% | |
| CACI | B | 1.07% | |
| MED | F | 1.06% | |
| IDXX | C | 1.06% | |
| TJX | C | 1.06% | |
| JBHT | D | 1.06% | |
| CHE | C | 1.05% | |
| MIDD | C | 1.05% | |
| COLM | B | 1.05% | |
| SNA | B | 1.05% | |
| POOL | C | 1.05% | |
| FAST | C | 1.04% | |
| LAD | C | 1.04% | |
| COLB | B | 1.04% | |
| ROL | C | 1.04% | |
| MNST | C | 1.03% | |
| NFBK | C | 1.02% | |
| EME | B | 1.02% | |
| EXPD | B | 1.02% | |
| GGG | C | 1.02% | |
| IBN | A | 1.01% | |
| EPAM | D | 1.01% | |
| ROP | C | 1.01% | |
| RDY | D | 1.01% | |
| PFC | C | 1.01% | |
| LSTR | D | 1.0% | |
| KRC | B | 1.0% | |
| ODFL | C | 0.99% | |
| TSM | D | 0.99% | |
| EGP | B | 0.99% | |
| CSX | D | 0.99% | |
| WST | D | 0.98% | |
| AME | C | 0.98% | |
| PAG | D | 0.98% | |
| CIVB | C | 0.98% | |
| CSL | C | 0.97% | |
| LFUS | D | 0.97% | |
| CNI | D | 0.97% | |
| CPRT | D | 0.97% | |
| CFR | C | 0.96% | |
| ALG | D | 0.96% | |
| OFLX | D | 0.95% | |
| TXRH | D | 0.95% | |
| EOG | D | 0.94% | |
| MLM | D | 0.93% | |
| MKL | C | 0.93% | |
| DAR | F | 0.93% | |
| PBHC | C | 0.93% | |
| ON | D | 0.92% | |
| GNTX | F | 0.9% | |
| MVBF | D | 0.9% | |
| AX | D | 0.9% | |
| NICE | F | 0.9% | |
| PCAR | D | 0.89% | |
| ASR | D | 0.88% | |
| LECO | F | 0.87% | |
| SWKS | F | 0.86% | |
| NTES | F | 0.84% | |
| EW | F | 0.78% |
RISN: Top Represented Industries & Keywords
ISCB: Top Represented Industries & Keywords
Compare ETFs
