Compare · 2 funds side by side · dividends reinvested

ISMD and IWR

ISMDInspire×IWRiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,372ISMD · best of the two

02 / 04

ISMD and IWR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Inspire Small/Mid Cap ETFUS Stock Styles · Mid cap0.53%1.38%+25.9%+28.2%+20.9%+9.0%−9.7%16.7%$332M1.5

iShares Russell Mid-Cap ETFUS Stock Styles · Mid cap0.18%1.14%+16.9%+18.2%+21.2%+7.9%−8.2%13.4%$58.2B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: ISMD 2017 · IWR 2001

Head to Head

Swap sides Versus in desk

Head to Head

Inspire Small/Mid Cap ETF · $332M$15,372

ISMD

IWR

iShares Russell Mid-Cap ETF · $58.2B$14,596

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

ISMDMeasureIWR

+25.9%Year to dateJan 1 → Nov 4+16.9%

+28.2%1 yearTotal return+18.2%

+20.9%3 years · per year$10,000 became $17,650 · $17,790+21.2%

+9.0%5 years · per year$10,000 became $15,372 · $14,596+7.9%

0.53%Expense ratio$53 · $18 a year on $10k · lower is better0.18%

1.38%Trailing 12-mo yield$138 · $114 a year on $10k1.14%

−9.7%Worst dropSmaller is better−8.2%

16.7%VolatilityLower is calmer13.4%

ISMDIWR Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ISMD vs IWR: Top 5 Holdings

Today

ISMD

1.5%in top 5

IWR

in top 53.7%

ISMDStockIWR

not top 5MPC0.9%

not top 5PSX0.8%

not top 5SNOW0.7%

not top 5NET0.6%

not top 5MRNA0.6%

0.3%SGRYnot top 5

0.3%DFINnot top 5

0.3%RCIInot top 5

0.3%PCRXnot top 5

0.3%APPNnot top 5

Held in common2.0%

End-of-day Nov 4, 2026 · share of each fund

ISMD vs IWR Returns, Every Period

InspireISMD

+9.0%

5 years, per year

IWRiShares

+7.9%

5 years, per year

ISMDIWRFaded: behind in that period

3–1ISMD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

ISMD vs IWR

YTD

InspireISMD

+25.9%

IWRiShares

+16.9%

+25.9%Year to date+16.9%

−9.7%Worst drop · 1Y−8.2%

16.7%Volatility · 1Y13.4%

1.4%Yield1.1%

$332MAssets$58.2B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISMD, IWR

Today

0.18%lowest, IWR

FundExpense ratioFee$10k

IWR0.18%$18

ISMD0.53%$53

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ISMD, IWR

1.38%highest, ISMD

FundTrailing yieldYield$10k

ISMD1.38%$138

IWR1.14%$114

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

ISMD$138 − $53 = $85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ISMD, IWR

Today

2.0%most shared, ISMD and IWR

ISMDIWR

ISMD—2.0%

IWR2.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.2%ISMD, at 16.7% volatility

IWRWorst drop−8.2%13.4% vol

ISMDWorst drop−9.7%16.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

ISMDIWR

+25.9%Year to date+16.9%

1.4%Yield1.1%

+28.2%Past year+18.2%

0.53%Fee0.18%

3–1ISMD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026