LDSF vs. RISN ETF Comparison

Comparison of First Trust Low Duration Strategic Focus ETF (LDSF) to Inspire Tactical Balanced ESG ETF (RISN)
LDSF

First Trust Low Duration Strategic Focus ETF

LDSF Description

The investment seeks to generate current income, with a secondary objective of preservation of capital. Under normal market conditions, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including investment borrowings) in a portfolio of U.S.-listed exchange-traded funds ("ETFs") that principally invest in income-generating securities that provide it with a duration of three years or less. A significant portion of the ETFs in which the fund invests may be advised by First Trust. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$18.56

Average Daily Volume

25,409

Number of Holdings *

6

* may have additional holdings in another (foreign) market
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

$25.47

Average Daily Volume

8,781

Number of Holdings *

65

* may have additional holdings in another (foreign) market
Performance
Period LDSF RISN
30 Days -0.40% -4.48%
60 Days -0.30% -2.85%
90 Days -0.72% 1.83%
12 Months 3.88% 13.36%
0 Overlapping Holdings
Symbol Grade Weight in LDSF Weight in RISN Overlap
LDSF Overweight 6 Positions Relative to RISN
Symbol Grade Weight
LMBS B 39.94%
FSIG B 35.05%
HYLS B 9.89%
FTSM A 5.07%
FTSL A 5.04%
IEI D 4.97%
LDSF Underweight 65 Positions Relative to RISN
Symbol Grade Weight
USFR A -20.56%
ASR A -1.43%
HEI A -1.38%
CACI A -1.38%
TDG A -1.37%
AZO D -1.37%
FCNCA A -1.36%
TTEK A -1.35%
APH A -1.35%
GPC B -1.32%
TXRH A -1.32%
CSL A -1.31%
WSO A -1.31%
RDY B -1.31%
IBN A -1.3%
TSM C -1.29%
COLM A -1.27%
LFUS D -1.26%
EME A -1.26%
CFR B -1.25%
SWKS F -1.25%
PAYX C -1.25%
WLK B -1.25%
DAR F -1.24%
TTC D -1.24%
CPRT C -1.24%
CTAS A -1.24%
MAA A -1.24%
ROP D -1.23%
CGNX C -1.23%
PAG D -1.23%
RBA C -1.22%
GNTX D -1.22%
ROL B -1.22%
MLM C -1.22%
CSGP B -1.22%
CNI D -1.21%
LSTR D -1.21%
EXPD D -1.2%
ICLR C -1.2%
NVR D -1.19%
BRO C -1.19%
MKTX F -1.19%
WST D -1.18%
SNA D -1.18%
CSX D -1.18%
NTES D -1.18%
CHKP D -1.17%
IDXX D -1.16%
PCAR D -1.15%
POOL D -1.15%
MIDD D -1.14%
LECO D -1.14%
GGG D -1.13%
CHE D -1.13%
WRB D -1.12%
NICE D -1.12%
FAST C -1.12%
EPAM F -1.11%
EGP F -1.11%
LAD F -1.1%
ODFL F -1.08%
JBHT F -1.06%
FICO D -1.04%
MOH F -1.01%
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