RISN vs. PUTW ETF Comparison
Comparison of Inspire Tactical Balanced ESG ETF (RISN) to WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW)
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
$25.83
Average Daily Volume
8,021
65
PUTW
WisdomTree CBOE S&P 500 PutWrite Strategy Fund
PUTW Description
The investment seeks to track the price and yield performance, before fees and expenses, of the CBOE S&P 500 PutWrite Index (the "index"). Under normal circumstances, at least 80% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index tracks the value of a cash-secured put option sales strategy, which consists of selling (or "writing") S&P 500 Index put options ("SPX Puts") and investing the sale proceeds in one- and three-month Treasury bills. The fund is non-diversified.Grade (RS Rating)
Last Trade
$32.43
Average Daily Volume
21,538
1
Performance
| Period | RISN | PUTW |
|---|---|---|
| 30 Days | -2.16% | -1.27% |
| 60 Days | -1.90% | 0.24% |
| 90 Days | 2.78% | 2.90% |
| 12 Months | 15.60% | 16.50% |
1 Overlapping Holdings
| Symbol | Grade | Weight in RISN | Weight in PUTW | Overlap | |
|---|---|---|---|---|---|
| USFR | A | 20.56% | 4.29% | 4.29% |
RISN Overweight 64 Positions Relative to PUTW
| Symbol | Grade | Weight | |
|---|---|---|---|
| ASR | B | 1.43% | |
| HEI | A | 1.38% | |
| CACI | A | 1.38% | |
| TDG | A | 1.37% | |
| AZO | D | 1.37% | |
| FCNCA | B | 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 | B | 1.27% | |
| LFUS | C | 1.26% | |
| EME | A | 1.26% | |
| CFR | C | 1.25% | |
| SWKS | F | 1.25% | |
| PAYX | D | 1.25% | |
| WLK | B | 1.25% | |
| DAR | F | 1.24% | |
| TTC | D | 1.24% | |
| CPRT | C | 1.24% | |
| CTAS | A | 1.24% | |
| MAA | B | 1.24% | |
| ROP | F | 1.23% | |
| CGNX | B | 1.23% | |
| PAG | D | 1.23% | |
| RBA | D | 1.22% | |
| GNTX | D | 1.22% | |
| ROL | B | 1.22% | |
| MLM | D | 1.22% | |
| CSGP | C | 1.22% | |
| CNI | D | 1.21% | |
| LSTR | D | 1.21% | |
| EXPD | D | 1.2% | |
| ICLR | D | 1.2% | |
| NVR | D | 1.19% | |
| BRO | C | 1.19% | |
| MKTX | F | 1.19% | |
| WST | F | 1.18% | |
| SNA | D | 1.18% | |
| CSX | D | 1.18% | |
| NTES | C | 1.18% | |
| CHKP | D | 1.17% | |
| IDXX | F | 1.16% | |
| PCAR | D | 1.15% | |
| POOL | F | 1.15% | |
| MIDD | D | 1.14% | |
| LECO | D | 1.14% | |
| GGG | D | 1.13% | |
| CHE | F | 1.13% | |
| WRB | D | 1.12% | |
| NICE | D | 1.12% | |
| FAST | D | 1.12% | |
| EPAM | D | 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% |
RISN Underweight 0 Positions Relative to PUTW
| Symbol | Grade | Weight |
|---|
RISN: Top Represented Industries & Keywords
PUTW: Top Represented Industries & Keywords
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