PTL vs. RISN ETF Comparison
Comparison of Northern Lights Fund Trust IV Inspire 500 ETF (PTL) to Inspire Tactical Balanced ESG ETF (RISN)
PTL
Northern Lights Fund Trust IV Inspire 500 ETF
PTL Description
PTL is passively managed to invest in US large-cap stocks that align with the issuer's definition of biblical values and positive impact on the world, measured using various environmental, social, and governance criteria. The index provider analyzes publicly available and third-party data to assign a proprietary Impact Score to each eligible stock. The methodology excludes stocks with any degree of involvement in activities such as abortion, gambling, alcohol, tobacco, cannabis, stem cell research, in vitro fertilization, pornography, rights violations, and LGBT activism. The remaining stocks are scored based on how well they align with the issuer's values, considering factors including business ethics, employee wellbeing, customer welfare, product safety, ecological impact, and GHG emissions. The index selects the 500 highest-scoring stocks and weights them by market capitalization. Index components are reconstituted and rebalanced annually.
Grade (RS Rating)
Last Trade
$214.24
Average Daily Volume
7,134
10
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
$26.76
Average Daily Volume
8,319
78
Performance
| Period | PTL | RISN |
|---|---|---|
| 30 Days | 5.08% | 1.28% |
| 60 Days | 11.42% | 5.29% |
| 90 Days | 7.70% | 4.72% |
| 12 Months | 19.94% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PTL | Weight in RISN | Overlap | |
|---|---|---|---|---|---|
| TJX | D | 0.99% | 1.03% | 0.99% |
PTL Underweight 77 Positions Relative to RISN
| Symbol | Grade | Weight | |
|---|---|---|---|
| USFR | A | -19.28% | |
| NVR | C | -1.41% | |
| NECB | C | -1.25% | |
| LAD | C | -1.21% | |
| BOTJ | D | -1.18% | |
| ACIW | A | -1.18% | |
| RMD | C | -1.18% | |
| PSA | C | -1.16% | |
| G | A | -1.16% | |
| GIII | C | -1.16% | |
| MOH | F | -1.15% | |
| COKE | C | -1.14% | |
| EME | B | -1.14% | |
| MKTX | B | -1.13% | |
| CACI | A | -1.11% | |
| TSM | B | -1.11% | |
| MIDD | D | -1.11% | |
| FCNCA | D | -1.11% | |
| POOL | D | -1.1% | |
| BRO | A | -1.1% | |
| COLB | C | -1.1% | |
| KRC | C | -1.1% | |
| MSCI | B | -1.09% | |
| UDR | C | -1.08% | |
| MAA | D | -1.08% | |
| CRI | D | -1.07% | |
| SNA | C | -1.07% | |
| CHE | D | -1.06% | |
| FAST | C | -1.05% | |
| CSL | A | -1.05% | |
| GGG | C | -1.05% | |
| IDXX | D | -1.05% | |
| IBN | C | -1.05% | |
| MED | F | -1.04% | |
| MNST | D | -1.04% | |
| EXPD | D | -1.04% | |
| JBHT | D | -1.04% | |
| LFUS | C | -1.03% | |
| TXRH | A | -1.03% | |
| PAG | D | -1.03% | |
| COLM | B | -1.03% | |
| CIVB | B | -1.02% | |
| ELV | F | -1.0% | |
| ALG | F | -0.99% | |
| AME | C | -0.99% | |
| ROL | C | -0.99% | |
| RDY | D | -0.99% | |
| CPRT | B | -0.99% | |
| CFR | B | -0.98% | |
| NFBK | D | -0.98% | |
| CSX | D | -0.98% | |
| ROP | D | -0.98% | |
| OFLX | D | -0.98% | |
| ODFL | F | -0.98% | |
| LSTR | F | -0.98% | |
| CSGP | F | -0.98% | |
| ON | F | -0.97% | |
| NTES | B | -0.97% | |
| DAR | F | -0.97% | |
| EGP | D | -0.97% | |
| MLM | F | -0.96% | |
| LECO | D | -0.95% | |
| CNI | D | -0.95% | |
| EPAM | F | -0.95% | |
| WST | D | -0.95% | |
| ASR | D | -0.94% | |
| PFC | D | -0.94% | |
| EOG | B | -0.93% | |
| MKL | B | -0.93% | |
| NICE | D | -0.92% | |
| GNTX | D | -0.92% | |
| PCAR | D | -0.9% | |
| PBHC | C | -0.88% | |
| AX | D | -0.88% | |
| MVBF | F | -0.85% | |
| SWKS | F | -0.84% | |
| EW | F | -0.74% |
PTL: Top Represented Industries & Keywords
RISN: Top Represented Industries & Keywords
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