RISN vs. IWR ETF Comparison

Comparison of Inspire Tactical Balanced ESG ETF (RISN) to iShares Russell Mid-Cap ETF (IWR)
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

Number of Holdings *

78

* may have additional holdings in another (foreign) market
IWR

iShares Russell Mid-Cap ETF

IWR Description The investment seeks to track the investment results of an index composed of mid-capitalization U.S. equities. 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. The underlying index measures the performance of the mid-capitalization sector of the U.S. equity market. The underlying index is a float-adjusted, capitalization-weighted index of the 800 smallest issuers in the Russell 1000® Index.

Grade (RS Rating)

Last Trade

$86.80

Average Daily Volume

1,173,234

Number of Holdings *

801

* may have additional holdings in another (foreign) market
Performance
Period RISN IWR
30 Days 1.70% 2.15%
60 Days 2.67% 4.09%
90 Days 4.06% 6.90%
12 Months 15.40% 23.16%
47 Overlapping Holdings
Symbol Grade Weight in RISN Weight in IWR Overlap
AME C 0.98% 0.34% 0.34%
BRO C 1.13% 0.22% 0.22%
CACI B 1.07% 0.09% 0.09%
CFR C 0.96% 0.06% 0.06%
CHE C 1.05% 0.07% 0.07%
COKE C 1.18% 0.07% 0.07%
COLB B 1.04% 0.04% 0.04%
COLM B 1.05% 0.02% 0.02%
CRI C 1.15% 0.02% 0.02%
CSGP D 1.07% 0.28% 0.28%
CSL C 0.97% 0.17% 0.17%
DAR F 0.93% 0.05% 0.05%
EGP B 0.99% 0.08% 0.08%
EME B 1.02% 0.16% 0.16%
EPAM D 1.01% 0.1% 0.1%
EXPD B 1.02% 0.15% 0.15%
FAST C 1.04% 0.35% 0.35%
FCNCA D 1.11% 0.19% 0.19%
G C 1.19% 0.06% 0.06%
GGG C 1.02% 0.12% 0.12%
GNTX F 0.9% 0.06% 0.06%
IDXX C 1.06% 0.36% 0.36%
JBHT D 1.06% 0.12% 0.12%
KRC B 1.0% 0.04% 0.04%
LAD C 1.04% 0.07% 0.07%
LECO F 0.87% 0.09% 0.09%
LFUS D 0.97% 0.05% 0.05%
LSTR D 1.0% 0.06% 0.06%
MAA B 1.15% 0.17% 0.17%
MIDD C 1.05% 0.06% 0.06%
MKL C 0.93% 0.18% 0.18%
MKTX C 1.18% 0.08% 0.08%
MLM D 0.93% 0.28% 0.28%
MOH C 1.16% 0.18% 0.18%
MSCI C 1.11% 0.38% 0.38%
NVR B 1.39% 0.24% 0.24%
ODFL C 0.99% 0.33% 0.33%
ON D 0.92% 0.27% 0.27%
PAG D 0.98% 0.03% 0.03%
POOL C 1.05% 0.12% 0.12%
RMD C 1.27% 0.32% 0.32%
ROL C 1.04% 0.12% 0.12%
SNA B 1.05% 0.13% 0.13%
SWKS F 0.86% 0.14% 0.14%
TXRH D 0.95% 0.1% 0.1%
UDR B 1.12% 0.13% 0.13%
WST D 0.98% 0.19% 0.19%
RISN Overweight 31 Positions Relative to IWR
Symbol Grade Weight
USFR A 19.88%
PSA B 1.2%
GIII C 1.2%
BOTJ C 1.15%
ACIW B 1.15%
NECB B 1.09%
ELV C 1.08%
MED F 1.06%
TJX C 1.06%
MNST C 1.03%
NFBK C 1.02%
IBN A 1.01%
ROP C 1.01%
RDY D 1.01%
PFC C 1.01%
TSM D 0.99%
CSX D 0.99%
CIVB C 0.98%
CNI D 0.97%
CPRT D 0.97%
ALG D 0.96%
OFLX D 0.95%
EOG D 0.94%
PBHC C 0.93%
MVBF D 0.9%
AX D 0.9%
NICE F 0.9%
PCAR D 0.89%
ASR D 0.88%
NTES F 0.84%
EW F 0.78%
RISN Underweight 754 Positions Relative to IWR
Symbol Grade Weight
PLTR B -0.63%
AJG C -0.56%
AFL B -0.54%
DHI B -0.5%
WMB B -0.48%
HLT B -0.47%
OKE B -0.47%
O B -0.47%
SPG B -0.46%
ROST C -0.45%
DLR B -0.45%
CCI B -0.45%
BK A -0.45%
ALL A -0.43%
URI B -0.42%
TTD B -0.41%
FIS B -0.41%
AMP B -0.39%
KVUE B -0.39%
LEN B -0.39%
FICO A -0.39%
MPWR C -0.38%
IQV C -0.38%
GWW B -0.38%
PAYX C -0.38%
LHX D -0.38%
PRU C -0.37%
PEG B -0.37%
PCG C -0.37%
KMI A -0.36%
LNG D -0.36%
MCHP D -0.36%
CMI C -0.36%
GIS B -0.36%
CTVA B -0.35%
RCL B -0.35%
A C -0.35%
EXC B -0.35%
CNC C -0.35%
COR D -0.35%
ACGL B -0.35%
CTSH C -0.34%
IT B -0.34%
HUM F -0.34%
HWM B -0.34%
FERG C -0.34%
EA D -0.34%
PWR B -0.34%
EXR B -0.33%
YUM D -0.33%
EFX C -0.33%
OTIS D -0.33%
SYY D -0.33%
VRSK D -0.33%
ED C -0.32%
CBRE A -0.32%
IR C -0.32%
GEHC C -0.32%
KR B -0.32%
DOW D -0.31%
VICI C -0.31%
XEL A -0.31%
SQ D -0.31%
HES D -0.31%
DD B -0.3%
IRM B -0.3%
NUE F -0.3%
HIG A -0.3%
DDOG D -0.29%
DFS C -0.29%
AVB B -0.29%
BKR D -0.29%
ALNY B -0.29%
XYL D -0.28%
CHTR D -0.28%
EBAY B -0.28%
VEEV C -0.28%
COIN F -0.28%
HPQ D -0.28%
GLW B -0.28%
EIX C -0.28%
TRGP B -0.28%
TSCO C -0.27%
FANG D -0.27%
VRT C -0.27%
VMC D -0.27%
PHM B -0.26%
EQR B -0.26%
VST C -0.26%
APP B -0.26%
CDW D -0.26%
WAB A -0.26%
HSY C -0.26%
PPG C -0.26%
WTW B -0.26%
ADM D -0.26%
NDAQ B -0.26%
ROK D -0.26%
WEC B -0.26%
MTB B -0.25%
GPN D -0.25%
BIIB F -0.25%
AWK A -0.25%
FITB B -0.25%
MTD D -0.25%
DAL C -0.25%
VLTO C -0.24%
AXON B -0.24%
ETR A -0.24%
DXCM F -0.24%
CAH C -0.24%
CPNG B -0.24%
ANSS F -0.24%
FTV C -0.23%
DTE B -0.23%
SBAC C -0.23%
KEYS C -0.23%
VTR C -0.23%
ARES B -0.23%
IFF B -0.23%
GRMN D -0.23%
TYL C -0.22%
HAL F -0.22%
BR D -0.22%
DVN F -0.22%
STT A -0.22%
DOV B -0.22%
CHD C -0.22%
TTWO D -0.22%
FE C -0.22%
NET F -0.21%
WY C -0.21%
DECK C -0.21%
ES C -0.21%
PPL C -0.21%
HUBS D -0.21%
STE C -0.21%
NTAP D -0.21%
FSLR C -0.21%
LYB F -0.21%
AEE B -0.2%
RJF C -0.2%
INVH C -0.2%
SMCI F -0.2%
TROW D -0.2%
RBLX B -0.2%
WDC D -0.19%
BBY B -0.19%
CPAY B -0.19%
ARE B -0.19%
COO B -0.19%
GDDY C -0.19%
HUBB B -0.19%
ZBH F -0.19%
BLDR C -0.19%
CBOE C -0.19%
MSTR D -0.19%
HPE D -0.19%
ESS B -0.18%
TDY C -0.18%
TER D -0.18%
BAH B -0.18%
BAX C -0.18%
RF B -0.18%
PTC D -0.18%
ILMN C -0.18%
BALL C -0.18%
CLX C -0.18%
ATO B -0.18%
WBD D -0.18%
CMS A -0.18%
HBAN B -0.18%
LDOS C -0.18%
CINF B -0.18%
MKC B -0.18%
K A -0.18%
LII B -0.17%
SYF C -0.17%
PFG B -0.17%
DRI C -0.17%
GPC D -0.17%
WAT C -0.17%
OMC A -0.17%
TRU B -0.17%
EQT D -0.17%
MDB D -0.17%
NTRS B -0.16%
J D -0.16%
ULTA D -0.16%
SUI B -0.16%
AVTR B -0.16%
ALGN D -0.16%
WRB C -0.16%
WSM C -0.16%
CFG D -0.16%
DG F -0.16%
LH B -0.16%
PKG B -0.16%
HOLX B -0.16%
APTV D -0.16%
EG B -0.15%
HEI B -0.15%
ENTG D -0.15%
TXT D -0.15%
STLD D -0.15%
DKNG D -0.15%
IP B -0.15%
ZM C -0.15%
CTRA F -0.15%
FDS C -0.15%
PINS F -0.15%
EXPE C -0.15%
DGX B -0.15%
LUV C -0.15%
CCL C -0.15%
ZBRA B -0.15%
TSN C -0.15%
NRG C -0.15%
BURL B -0.15%
AVY D -0.15%
MAS B -0.15%
CNP C -0.15%
FWONK D -0.14%
ZS F -0.14%
SWK B -0.14%
LYV B -0.14%
TOL B -0.14%
THC B -0.14%
AMCR C -0.14%
VRSN D -0.14%
RS D -0.14%
KIM B -0.14%
DOC C -0.14%
BMRN F -0.14%
MANH B -0.14%
SSNC B -0.14%
PODD B -0.14%
UAL B -0.14%
WSO C -0.14%
NTRA B -0.13%
LVS D -0.13%
OC C -0.13%
NTNX C -0.13%
L B -0.13%
ENPH C -0.13%
HOOD C -0.13%
UTHR C -0.13%
CF B -0.13%
AKAM D -0.13%
CVNA B -0.13%
GEN A -0.13%
MRO D -0.13%
RVTY B -0.13%
KEY B -0.13%
FNF A -0.13%
IEX D -0.13%
PNR B -0.13%
TPL C -0.13%
NI B -0.13%
LNT A -0.13%
LPLA D -0.13%
CAG B -0.13%
RPM B -0.13%
ACM B -0.12%
DT C -0.12%
IBKR B -0.12%
UHS B -0.12%
RNR B -0.12%
GLPI B -0.12%
EVRG A -0.12%
TW A -0.12%
WPC B -0.12%
BG D -0.12%
TRMB C -0.12%
CE D -0.12%
REG C -0.12%
USFD B -0.12%
AMH C -0.12%
VTRS C -0.12%
DPZ F -0.12%
ELS C -0.12%
GWRE A -0.12%
CASY D -0.12%
PSTG F -0.12%
RGA B -0.12%
DLTR F -0.12%
NDSN C -0.12%
CUBE B -0.11%
CW B -0.11%
EMN B -0.11%
HST D -0.11%
NBIX F -0.11%
FIX B -0.11%
FFIV A -0.11%
BLD D -0.11%
TTEK C -0.11%
DKS D -0.11%
ALLE B -0.11%
KMX D -0.11%
JNPR A -0.11%
JBL D -0.11%
EQH C -0.11%
SJM C -0.11%
XPO D -0.11%
BXP B -0.11%
CLH B -0.11%
JKHY B -0.11%
CPT B -0.11%
AES C -0.11%
REXR C -0.1%
LKQ D -0.1%
NVT D -0.1%
RIVN F -0.1%
EWBC C -0.1%
ITT C -0.1%
SRPT F -0.1%
PFGC B -0.1%
LAMR A -0.1%
SCI B -0.1%
HEI B -0.1%
SAIA D -0.1%
OKTA F -0.1%
CHRW B -0.1%
DOCU C -0.1%
SW B -0.1%
TECH C -0.1%
WING B -0.1%
TFX C -0.1%
IPG C -0.1%
TOST B -0.1%
INCY C -0.1%
EXAS C -0.1%
FND C -0.1%
JLL B -0.1%
OLED C -0.09%
CHDN C -0.09%
TPR C -0.09%
WMS D -0.09%
CPB B -0.09%
AFG B -0.09%
GL C -0.09%
WWD D -0.09%
WTRG D -0.09%
DOX C -0.09%
NWSA D -0.09%
ARMK B -0.09%
LNW B -0.09%
OHI A -0.09%
ATR B -0.09%
MUSA C -0.09%
AFRM C -0.09%
CRL D -0.09%
AIZ B -0.09%
KNSL C -0.09%
ALB F -0.09%
NLY A -0.09%
RRX C -0.09%
PNW B -0.09%
COHR B -0.09%
TWLO D -0.09%
QRVO F -0.09%
FBIN B -0.09%
HII C -0.09%
OVV D -0.09%
FTI D -0.09%
JEF B -0.09%
CCK A -0.09%
BJ D -0.09%
CTLT B -0.09%
RPRX C -0.09%
PAYC D -0.08%
SF A -0.08%
FHN D -0.08%
TPX C -0.08%
EVR B -0.08%
APA F -0.08%
TTC D -0.08%
DAY D -0.08%
WAL B -0.08%
HRB C -0.08%
OWL C -0.08%
CG C -0.08%
INGR A -0.08%
MGM D -0.08%
NNN B -0.08%
MEDP D -0.08%
FYBR C -0.08%
BWXT D -0.08%
PRI B -0.08%
HSIC C -0.08%
ORI A -0.08%
SKX C -0.08%
CNH C -0.08%
ALLY F -0.08%
GPK B -0.08%
TKO B -0.08%
LW D -0.08%
EHC B -0.08%
EXP B -0.08%
MTCH C -0.08%
HRL C -0.08%
CAVA B -0.08%
ROKU C -0.08%
RGLD B -0.08%
Z B -0.08%
HAS B -0.08%
AOS C -0.08%
FOXA B -0.08%
TAP C -0.08%
FRT C -0.08%
ONTO F -0.08%
SOLV C -0.08%
CHK D -0.08%
BWA D -0.07%
MKSI F -0.07%
CR C -0.07%
BERY B -0.07%
ADC C -0.07%
BRBR B -0.07%
VOYA A -0.07%
ATI C -0.07%
EXEL B -0.07%
AXTA C -0.07%
CROX C -0.07%
AR D -0.07%
ALSN B -0.07%
SSD C -0.07%
WBS C -0.07%
ITCI D -0.07%
FCN C -0.07%
RGEN F -0.07%
APG D -0.07%
GMED D -0.07%
FMC C -0.07%
AYI B -0.07%
HLI B -0.07%
SOFI C -0.07%
WYNN D -0.07%
X D -0.07%
CIEN C -0.07%
ACI F -0.07%
BFAM C -0.07%
RBC C -0.07%
OGE B -0.07%
AA D -0.07%
KNX C -0.07%
GNRC D -0.07%
NCLH C -0.07%
GLOB D -0.07%
DVA B -0.07%
COLD D -0.07%
MORN C -0.07%
KBR D -0.07%
WEX C -0.07%
MHK B -0.07%
CHRD F -0.07%
UNM B -0.07%
DUOL B -0.07%
CZR C -0.07%
MOS F -0.07%
DCI D -0.07%
BRX B -0.07%
PR D -0.07%
SNX D -0.07%
NYT C -0.07%
BIO C -0.06%
STWD A -0.06%
CART A -0.06%
AZEK C -0.06%
LPX B -0.06%
RLI B -0.06%
H C -0.06%
VNO B -0.06%
AAON B -0.06%
GTLB D -0.06%
RHI D -0.06%
MSA C -0.06%
MAT C -0.06%
VFC C -0.06%
ETSY F -0.06%
PB B -0.06%
FRPT B -0.06%
WBA F -0.06%
OSK D -0.06%
IONS F -0.06%
SMAR B -0.06%
RYAN C -0.06%
WFRD F -0.06%
JAZZ D -0.06%
SNV C -0.06%
CGNX D -0.06%
FAF B -0.06%
SEIC B -0.06%
LBRDK D -0.06%
ARW C -0.06%
ZION D -0.06%
MTG B -0.06%
CNM F -0.06%
WTFC B -0.06%
MTN D -0.06%
SN B -0.06%
RRC D -0.06%
BRKR D -0.06%
RL B -0.06%
SWN D -0.06%
PEN D -0.06%
KEX C -0.06%
PCTY C -0.06%
AAL D -0.06%
WCC C -0.06%
BSY D -0.06%
UHAL B -0.06%
VKTX C -0.06%
MTZ B -0.06%
SAIC C -0.06%
BPOP C -0.06%
ACHC C -0.06%
ELAN D -0.06%
TREX F -0.06%
HR C -0.06%
PLNT A -0.06%
AGNC A -0.06%
CRUS D -0.06%
STAG C -0.06%
PNFP B -0.06%
WSC D -0.06%
DINO D -0.06%
CMA B -0.06%
CBSH C -0.06%
DTM B -0.06%
FR C -0.06%
VNT D -0.05%
OLN D -0.05%
RARE B -0.05%
ST D -0.05%
FNB D -0.05%
WHR D -0.05%
S C -0.05%
THO D -0.05%
IDA B -0.05%
KD D -0.05%
ALK C -0.05%
FIVE D -0.05%
NXST D -0.05%
OGN D -0.05%
VVV D -0.05%
CIVI F -0.05%
BILL D -0.05%
LAZ A -0.05%
OMF C -0.05%
BC C -0.05%
THG A -0.05%
SON C -0.05%
VMI D -0.05%
PVH F -0.05%
XRAY D -0.05%
AMG C -0.05%
NFG B -0.05%
AWI B -0.05%
GME F -0.05%
CLF F -0.05%
MDU B -0.05%
AGCO D -0.05%
MTSI D -0.05%
ESAB C -0.05%
SRCL A -0.05%
BEN F -0.05%
ESI D -0.05%
POST C -0.05%
RITM B -0.05%
MTDR D -0.05%
IVZ C -0.05%
U D -0.05%
CELH F -0.05%
OLLI C -0.05%
SIRI C -0.05%
LEA D -0.05%
GXO D -0.05%
INSP C -0.05%
AZPN A -0.05%
PCOR F -0.05%
DBX D -0.05%
LSCC D -0.05%
ESTC F -0.05%
WH B -0.05%
R B -0.05%
BBWI F -0.05%
ELF F -0.05%
FLS D -0.05%
AXS B -0.05%
PARA F -0.05%
SITE D -0.05%
NOV D -0.05%
LYFT D -0.04%
M F -0.04%
SLGN B -0.04%
LOPE D -0.04%
DLB D -0.04%
ROIV C -0.04%
BYD C -0.04%
GAP F -0.04%
PII D -0.04%
EEFT D -0.04%
ASH D -0.04%
CPRI D -0.04%
FLO C -0.04%
AN D -0.04%
W D -0.04%
WTM F -0.04%
AGO C -0.04%
CUZ B -0.04%
SEE D -0.04%
PSN B -0.04%
OZK D -0.04%
AL D -0.04%
LNC D -0.04%
HOG C -0.04%
SLM C -0.04%
RYN C -0.04%
AVT D -0.04%
WLK D -0.04%
DOCS B -0.04%
JHG B -0.04%
TPG B -0.04%
RH B -0.04%
MASI D -0.04%
CCCS D -0.04%
CFLT F -0.04%
FOX B -0.04%
PATH D -0.04%
APPF D -0.04%
UGI C -0.04%
HXL F -0.04%
AM B -0.04%
FOUR C -0.04%
TKR D -0.04%
CXT D -0.03%
SMG C -0.03%
WU D -0.03%
PK D -0.03%
TNL D -0.03%
PEGA C -0.03%
FHB C -0.03%
WEN C -0.03%
PENN D -0.03%
BROS D -0.03%
AMED C -0.03%
CNXC D -0.03%
IRDM D -0.03%
NWS D -0.03%
NWL D -0.03%
HCP A -0.03%
ZI D -0.03%
NVST D -0.03%
LBTYA B -0.03%
YETI D -0.03%
NSA B -0.03%
MAN C -0.03%
AMKR F -0.03%
HIW B -0.03%
GTES C -0.03%
DNB C -0.03%
LBTYK B -0.03%
LCID C -0.03%
CHH C -0.03%
HUN D -0.03%
EPR B -0.03%
MSM D -0.03%
KMPR D -0.03%
COTY F -0.03%
LITE B -0.03%
NEU D -0.03%
PRGO D -0.03%
MPW C -0.03%
MSGS B -0.03%
DXC C -0.03%
SPR D -0.03%
IAC C -0.03%
GFS F -0.03%
VNOM C -0.03%
APLS F -0.03%
REYN C -0.02%
FWONA C -0.02%
FTRE F -0.02%
AS C -0.02%
BIRK D -0.02%
MP D -0.02%
HAYW C -0.02%
IPGP F -0.02%
LLYVK B -0.02%
VSTS D -0.02%
ADT D -0.02%
QS F -0.02%
FIVN F -0.02%
KSS F -0.02%
LEN B -0.02%
JWN B -0.02%
RCM C -0.02%
HHH C -0.02%
TXG D -0.02%
ENOV F -0.02%
RNG D -0.02%
BOKF B -0.02%
CWEN B -0.02%
QDEL D -0.02%
PINC C -0.02%
AAP F -0.02%
NCNO D -0.02%
SAM F -0.02%
DV F -0.02%
SHC B -0.02%
AGR B -0.02%
VAC F -0.02%
AZTA D -0.02%
CLVT D -0.02%
CACC D -0.02%
CC F -0.02%
VIRT B -0.02%
SPB B -0.02%
ZG B -0.02%
RKT B -0.02%
TDC F -0.02%
BHF D -0.02%
TFSL C -0.01%
NFE F -0.01%
SEB C -0.01%
UI B -0.01%
LLYVA B -0.01%
LOAR C -0.01%
ALAB D -0.01%
UWMC C -0.01%
CWEN B -0.01%
PYCR D -0.01%
DJT F -0.01%
LBRDA D -0.01%
DDS D -0.01%
WOLF F -0.01%
SNDR B -0.01%
CAR F -0.01%
CERT F -0.01%
CNA C -0.01%
UAA C -0.01%
TRIP F -0.01%
UA C -0.01%
GO F -0.01%
INFA D -0.01%
LEG D -0.01%
PPC D -0.01%
ALGM F -0.01%
SEG C -0.0%
PARAA D -0.0%
GRAL F -0.0%
UHAL B -0.0%
PLTK C -0.0%
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