RISN vs. NUMG ETF Comparison

Comparison of Inspire Tactical Balanced ESG ETF (RISN) to NuShares ESG Mid-Cap Growth ETF (NUMG)
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

$28.15

Average Daily Volume

8,027

Number of Holdings *

75

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

NuShares ESG Mid-Cap Growth ETF

NUMG Description Fund seeks to track the investments results, before fees and expenses, of the TIAA ESG USA Mid-Cap Growth Index.

Grade (RS Rating)

Last Trade

$50.06

Average Daily Volume

18,211

Number of Holdings *

44

* may have additional holdings in another (foreign) market
Performance
Period RISN NUMG
30 Days 4.76% 11.44%
60 Days 4.29% 12.69%
90 Days 5.21% 15.67%
12 Months 19.95% 30.23%
4 Overlapping Holdings
Symbol Grade Weight in RISN Weight in NUMG Overlap
CSGP D 1.03% 2.55% 1.03%
EME C 1.2% 2.6% 1.2%
POOL C 1.05% 1.36% 1.05%
WST C 1.13% 2.41% 1.13%
RISN Overweight 71 Positions Relative to NUMG
Symbol Grade Weight
USFR A 19.37%
NVR D 1.31%
CIVB B 1.27%
EPAM C 1.26%
LAD A 1.24%
MKL A 1.23%
G B 1.22%
AX A 1.22%
AME A 1.2%
DAR C 1.18%
CFR B 1.16%
PFC A 1.15%
NTES D 1.15%
COLB A 1.14%
SNA A 1.14%
PBHC B 1.14%
EOG A 1.13%
BOTJ B 1.13%
ODFL B 1.12%
TXRH C 1.12%
NECB B 1.12%
JBHT C 1.11%
ALG B 1.11%
ACIW B 1.11%
CSX B 1.1%
MVBF B 1.1%
MLM B 1.1%
FAST B 1.1%
LECO B 1.09%
COKE C 1.08%
GGG B 1.08%
BRO B 1.08%
IBN C 1.08%
NFBK B 1.08%
CPRT A 1.08%
MED F 1.07%
EW C 1.07%
MOH F 1.07%
PCAR B 1.07%
MAA B 1.07%
MNST C 1.06%
PAG B 1.05%
RMD C 1.05%
ROL B 1.05%
UDR B 1.05%
ROP B 1.04%
GNTX C 1.04%
EXPD D 1.03%
NICE C 1.02%
OFLX D 1.02%
MIDD C 1.02%
ON D 1.02%
ASR D 1.01%
MSCI C 1.01%
LSTR D 1.01%
PSA D 1.01%
FCNCA A 0.99%
EGP F 0.99%
CNI D 0.98%
LFUS F 0.97%
IDXX F 0.97%
KRC C 0.96%
TSM B 0.96%
CHE D 0.96%
MKTX D 0.96%
CSL C 0.94%
GIII D 0.92%
ELV F 0.92%
CACI D 0.92%
SWKS F 0.89%
CRI D 0.8%
RISN Underweight 40 Positions Relative to NUMG
Symbol Grade Weight
FICO B -4.17%
TTD B -4.0%
AXON A -3.83%
GWW B -3.79%
IT C -3.19%
HUBS A -3.16%
VMC B -3.03%
VEEV C -2.97%
LPLA A -2.68%
DECK A -2.5%
WBD C -2.48%
GDDY A -2.48%
LYV A -2.45%
DOCU A -2.33%
WAT B -2.29%
PTC A -2.27%
VLTO D -2.24%
IR B -2.23%
MTD D -2.2%
SBAC D -2.2%
HOOD B -2.19%
LII A -2.12%
DAY B -2.11%
ANSS B -2.06%
ZS C -2.05%
MANH D -2.01%
STX D -1.95%
BURL A -1.93%
WSM B -1.84%
EQH B -1.78%
HUBB B -1.69%
KEYS A -1.66%
BR A -1.64%
PSTG D -1.62%
INCY C -1.54%
DVA B -1.53%
APTV D -1.09%
ENPH F -1.01%
FDS B -0.8%
TSCO D -0.02%
Compare ETFs