Compare · 2 funds side by side · dividends reinvested

ISMD and VOE

ISMDInspire×VOEVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,036VOE · best of the two

02 / 04

ISMD and VOE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.84%+20.7%+24.9%+21.9%+9.9%−6.9%11.0%$22.8B1.3

Inspire Small/Mid Cap ETFUS Stock Styles · Mid cap0.53%1.41%+23.5%+25.5%+20.2%+8.2%−9.7%16.6%$332M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: ISMD 2017 · VOE 2006

Head to Head

Swap sides Versus in desk

Head to Head

Inspire Small/Mid Cap ETF · $332M$14,814

ISMD

VOE

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$16,036

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ISMDMeasureVOE

+23.5%Year to dateJan 1 → Nov 3+20.7%

+25.5%1 yearTotal return+24.9%

+20.2%3 years · per year$10,000 became $17,379 · $18,135+21.9%

+8.2%5 years · per year$10,000 became $14,814 · $16,036+9.9%

0.53%Expense ratio$53 · $5 a year on $10k · lower is better0.05%

1.41%Trailing 12-mo yield$141 · $184 a year on $10k1.84%

−9.7%Worst dropSmaller is better−6.9%

16.6%VolatilityLower is calmer11.0%

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

2–6VOE wins

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

More Ways to See the Pairs

ISMD vs VOE: Top 5 Holdings

Today

ISMD

1.5%in top 5

VOE

in top 58.1%

ISMDStockVOE

not top 5VLO1.9%

not top 5MPC1.9%

not top 5PSX1.7%

not top 5HPE1.4%

not top 5WBD1.3%

0.3%SGRYnot top 5

0.3%RCIInot top 5

0.3%DFINnot top 5

0.3%PCRXnot top 5

0.3%KMPRnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

ISMD vs VOE Returns, Every Period

InspireISMD

+8.2%

5 years, per year

VOEVanguard

+9.9%

5 years, per year

ISMDVOEFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

ISMD vs VOE

YTD

InspireISMD

+23.5%

VOEVanguard

+20.7%

+23.5%Year to date+20.7%

−9.7%Worst drop · 1Y−6.9%

16.6%Volatility · 1Y11.0%

1.4%Yield1.8%

$332MAssets$22.8B

3–1VOE wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ISMD, VOE

Today

0.05%lowest, VOE

FundExpense ratioFee$10k

VOE0.05%$5

ISMD0.53%$53

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: ISMD, VOE

1.84%highest, VOE

FundTrailing yieldYield$10k

VOE1.84%$184

ISMD1.41%$141

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$179most kept, VOE

VOE$184 − $5 = $179

ISMD$141 − $53 = $88

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: ISMD, VOE

Today

0.0%most shared, ISMD and VOE

ISMDVOE

ISMD—0.0%

VOE0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.5%ISMD, at 16.6% volatility

VOEWorst drop−6.9%11.0% vol

ISMDWorst drop−9.7%16.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VOEISMD

+20.7%Year to date+23.5%

1.8%Yield1.4%

+24.9%Past year+25.5%

0.05%Fee0.53%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026