RISN vs. SDVD ETF Comparison

Comparison of Inspire Tactical Balanced ESG ETF (RISN) to FT Cboe Vest SMID Rising Dividend Achievers Target Income ETF (SDVD)
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

$27.81

Average Daily Volume

8,079

Number of Holdings *

75

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

FT Cboe Vest SMID Rising Dividend Achievers Target Income ETF

SDVD Description Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying securities and/or investments that provide exposure to dividend-paying securities of small and/or mid-capitalization companies. The fund also seeks a secondary objective of generating capital appreciation. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$23.59

Average Daily Volume

66,274

Number of Holdings *

94

* may have additional holdings in another (foreign) market
Performance
Period RISN SDVD
30 Days 3.18% 5.72%
60 Days 3.50% 6.58%
90 Days 3.96% 7.29%
12 Months 18.52% 32.16%
8 Overlapping Holdings
Symbol Grade Weight in RISN Weight in SDVD Overlap
CRI F 0.83% 0.77% 0.77%
EME A 1.15% 1.17% 1.15%
EXPD C 1.04% 0.93% 0.93%
G B 1.22% 1.18% 1.18%
GGG B 1.08% 1.02% 1.02%
LECO C 1.1% 1.16% 1.1%
LSTR D 1.05% 1.04% 1.04%
SNA A 1.13% 1.25% 1.13%
RISN Overweight 67 Positions Relative to SDVD
Symbol Grade Weight
USFR A 19.16%
NVR D 1.32%
EPAM B 1.3%
CIVB B 1.28%
AX B 1.23%
MKL A 1.23%
LAD A 1.23%
WST C 1.21%
AME A 1.2%
COLB B 1.17%
PFC B 1.17%
CFR B 1.16%
DAR C 1.15%
ODFL C 1.15%
TXRH B 1.14%
CSX C 1.12%
EOG A 1.11%
PCAR B 1.11%
ACIW B 1.11%
NFBK C 1.11%
ALG B 1.11%
CPRT B 1.11%
JBHT C 1.11%
MLM C 1.1%
FAST B 1.1%
MVBF C 1.1%
MOH F 1.1%
NTES D 1.1%
BOTJ B 1.09%
NECB C 1.09%
OFLX D 1.09%
MNST C 1.09%
PBHC B 1.08%
IBN C 1.07%
BRO B 1.07%
PAG B 1.07%
NICE D 1.07%
ROL B 1.06%
MAA B 1.06%
MED D 1.06%
GNTX C 1.06%
COKE C 1.05%
UDR B 1.05%
ROP B 1.05%
MSCI C 1.04%
POOL C 1.03%
ON D 1.01%
MIDD C 1.01%
RMD C 1.0%
PSA C 1.0%
LFUS D 1.0%
CSGP D 1.0%
EW C 1.0%
CACI D 0.99%
CNI F 0.99%
GIII D 0.98%
EGP D 0.98%
ASR D 0.98%
CHE D 0.97%
CSL C 0.97%
IDXX F 0.97%
KRC B 0.96%
TSM B 0.95%
MKTX D 0.95%
FCNCA A 0.93%
ELV F 0.93%
SWKS F 0.89%
RISN Underweight 86 Positions Relative to SDVD
Symbol Grade Weight
TPL A -1.47%
SNV C -1.27%
EWBC A -1.25%
MLI B -1.25%
SYF B -1.25%
ZION B -1.22%
GRMN B -1.21%
STLD B -1.21%
JXN C -1.2%
FIX A -1.19%
WTFC A -1.19%
CADE B -1.19%
CALM A -1.19%
UNM A -1.19%
HBAN A -1.17%
MATX C -1.17%
WTTR A -1.16%
DELL B -1.15%
IBOC B -1.15%
CMA B -1.14%
CR A -1.14%
CMC B -1.14%
RL C -1.13%
J D -1.13%
EQH C -1.13%
RS B -1.12%
RHI C -1.12%
KTB B -1.12%
CRC A -1.1%
OZK B -1.1%
PRDO B -1.1%
RF A -1.1%
CINF A -1.09%
CFG B -1.09%
EBC B -1.08%
SLVM B -1.08%
CRBG B -1.08%
OC A -1.07%
IEX C -1.07%
WGO C -1.07%
SLM A -1.06%
WHD B -1.06%
ALLY C -1.06%
VOYA B -1.06%
FITB B -1.06%
ITT A -1.05%
MGY A -1.04%
TEX F -1.03%
FBP C -1.02%
RGA A -1.02%
UFPI C -1.02%
BEN C -1.02%
SM B -1.02%
TOL B -1.01%
EDR A -1.01%
PHIN A -1.01%
AFG A -1.01%
OMC C -1.0%
BKE B -1.0%
CF A -1.0%
NTAP C -0.98%
BCC B -0.97%
RDN D -0.95%
MTG C -0.95%
BPOP C -0.94%
AESI B -0.94%
AGCO D -0.94%
IPG D -0.93%
SHOO F -0.92%
EG C -0.92%
PHM D -0.91%
DKS D -0.91%
KBH D -0.91%
VSH F -0.91%
DINO D -0.89%
MTH D -0.89%
AOS F -0.88%
WLK D -0.88%
LEA F -0.87%
WMS F -0.86%
AMKR D -0.85%
WSM C -0.85%
NSP F -0.85%
IBP D -0.85%
ESNT F -0.85%
CCS D -0.83%
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