RISN vs. IWD ETF Comparison
Comparison of Inspire Tactical Balanced ESG ETF (RISN) to iShares Russell 1000 Value ETF (IWD)
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
$26.17
Average Daily Volume
7,565
78
IWD
iShares Russell 1000 Value ETF
IWD Description
The investment seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities that exhibit value 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 Russell 1000 Value Index (the "underlying index"), which measures the performance of large- and mid-capitalization value sectors of the U.S. equity market. It is a subset of the Russell 1000® Index, which measures the performance of the large-capitalization sector of the U.S. equity market.Grade (RS Rating)
Last Trade
$182.60
Average Daily Volume
1,550,972
10
Performance
| Period | RISN | IWD |
|---|---|---|
| 30 Days | 2.48% | 4.46% |
| 60 Days | 2.10% | 4.95% |
| 90 Days | 2.41% | 4.48% |
| 12 Months | 12.26% | 18.44% |
0 Overlapping Holdings
| Symbol | Grade | Weight in RISN | Weight in IWD | Overlap |
|---|
RISN Overweight 78 Positions Relative to IWD
| Symbol | Grade | Weight | |
|---|---|---|---|
| USFR | A | 19.68% | |
| NVR | B | 1.36% | |
| MOH | C | 1.23% | |
| RMD | A | 1.22% | |
| FCNCA | C | 1.21% | |
| COKE | B | 1.2% | |
| ACIW | B | 1.19% | |
| G | B | 1.17% | |
| LAD | C | 1.14% | |
| BRO | A | 1.14% | |
| PSA | A | 1.13% | |
| MAA | B | 1.13% | |
| MSCI | B | 1.12% | |
| BOTJ | B | 1.11% | |
| DAR | D | 1.1% | |
| ELV | B | 1.1% | |
| MIDD | D | 1.1% | |
| NECB | B | 1.1% | |
| UDR | B | 1.09% | |
| MKTX | A | 1.09% | |
| PAG | C | 1.08% | |
| CACI | B | 1.08% | |
| CRI | C | 1.08% | |
| JBHT | C | 1.07% | |
| CHE | C | 1.06% | |
| COLB | B | 1.06% | |
| TJX | B | 1.05% | |
| SNA | D | 1.05% | |
| COLM | B | 1.04% | |
| PFC | B | 1.04% | |
| CPRT | D | 1.04% | |
| POOL | C | 1.03% | |
| RDY | C | 1.03% | |
| NFBK | B | 1.03% | |
| CSX | D | 1.02% | |
| CSGP | C | 1.02% | |
| KRC | B | 1.02% | |
| ROL | B | 1.02% | |
| EXPD | D | 1.02% | |
| GGG | D | 1.01% | |
| LFUS | C | 1.01% | |
| IBN | C | 1.01% | |
| CIVB | B | 1.01% | |
| ODFL | D | 1.0% | |
| ALG | D | 1.0% | |
| ROP | C | 1.0% | |
| CFR | C | 1.0% | |
| FAST | D | 1.0% | |
| GIII | A | 0.99% | |
| IDXX | D | 0.99% | |
| LSTR | D | 0.99% | |
| MED | F | 0.99% | |
| AX | C | 0.98% | |
| CNI | D | 0.98% | |
| AME | D | 0.98% | |
| TXRH | D | 0.98% | |
| EGP | B | 0.98% | |
| MNST | D | 0.98% | |
| TSM | D | 0.97% | |
| EOG | D | 0.97% | |
| CSL | C | 0.97% | |
| EME | C | 0.97% | |
| WST | D | 0.96% | |
| MKL | C | 0.95% | |
| ON | D | 0.95% | |
| MLM | D | 0.94% | |
| EPAM | C | 0.94% | |
| NICE | F | 0.93% | |
| LECO | F | 0.93% | |
| GNTX | D | 0.93% | |
| MVBF | D | 0.92% | |
| PBHC | A | 0.9% | |
| PCAR | D | 0.89% | |
| SWKS | D | 0.88% | |
| OFLX | D | 0.88% | |
| ASR | D | 0.88% | |
| NTES | F | 0.85% | |
| EW | F | 0.79% |
RISN: Top Represented Industries & Keywords
IWD: Top Represented Industries & Keywords
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