RISN vs. SPVM ETF Comparison
Comparison of Inspire Tactical Balanced ESG ETF (RISN) to Invesco S&P 500 Value with Momentum ETF (SPVM)
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
$28.15
Average Daily Volume
8,027
Number of Holdings
*
75
* may have additional holdings in another (foreign) market
SPVM
Invesco S&P 500 Value with Momentum ETF
SPVM Description
The investment seeks to track the investment results (before fees and expenses) of the S&P 500 High Momentum Value Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is designed to track the performance of approximately 100 stocks in the S&P 500® that have the highest value and momentum scores.Grade (RS Rating)
Last Trade
$62.54
Average Daily Volume
1,261
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | RISN | SPVM |
|---|---|---|
| 30 Days | 4.76% | 6.18% |
| 60 Days | 4.29% | 7.47% |
| 90 Days | 5.21% | 8.80% |
| 12 Months | 19.95% | 29.90% |
RISN Overweight 69 Positions Relative to SPVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| USFR | A | 19.37% | |
| NVR | D | 1.31% | |
| CIVB | B | 1.27% | |
| EPAM | C | 1.26% | |
| LAD | A | 1.24% | |
| MKL | A | 1.23% | |
| G | B | 1.22% | |
| AX | A | 1.22% | |
| EME | C | 1.2% | |
| AME | A | 1.2% | |
| DAR | C | 1.18% | |
| CFR | B | 1.16% | |
| PFC | A | 1.15% | |
| NTES | D | 1.15% | |
| COLB | A | 1.14% | |
| PBHC | B | 1.14% | |
| WST | C | 1.13% | |
| BOTJ | B | 1.13% | |
| ODFL | B | 1.12% | |
| TXRH | C | 1.12% | |
| NECB | B | 1.12% | |
| JBHT | C | 1.11% | |
| ALG | B | 1.11% | |
| ACIW | B | 1.11% | |
| CSX | B | 1.1% | |
| MVBF | B | 1.1% | |
| MLM | B | 1.1% | |
| FAST | B | 1.1% | |
| LECO | B | 1.09% | |
| COKE | C | 1.08% | |
| GGG | B | 1.08% | |
| BRO | B | 1.08% | |
| IBN | C | 1.08% | |
| NFBK | B | 1.08% | |
| CPRT | A | 1.08% | |
| MED | F | 1.07% | |
| EW | C | 1.07% | |
| MAA | B | 1.07% | |
| MNST | C | 1.06% | |
| POOL | C | 1.05% | |
| PAG | B | 1.05% | |
| RMD | C | 1.05% | |
| ROL | B | 1.05% | |
| UDR | B | 1.05% | |
| ROP | B | 1.04% | |
| GNTX | C | 1.04% | |
| CSGP | D | 1.03% | |
| EXPD | D | 1.03% | |
| NICE | C | 1.02% | |
| OFLX | D | 1.02% | |
| MIDD | C | 1.02% | |
| ON | D | 1.02% | |
| ASR | D | 1.01% | |
| MSCI | C | 1.01% | |
| LSTR | D | 1.01% | |
| PSA | D | 1.01% | |
| FCNCA | A | 0.99% | |
| EGP | F | 0.99% | |
| CNI | D | 0.98% | |
| LFUS | F | 0.97% | |
| IDXX | F | 0.97% | |
| KRC | C | 0.96% | |
| TSM | B | 0.96% | |
| CHE | D | 0.96% | |
| MKTX | D | 0.96% | |
| CSL | C | 0.94% | |
| GIII | D | 0.92% | |
| CACI | D | 0.92% | |
| CRI | D | 0.8% |
RISN Underweight 93 Positions Relative to SPVM
| Symbol | Grade | Weight | |
|---|---|---|---|
| GM | B | -2.4% | |
| SYF | B | -1.84% | |
| MTB | A | -1.74% | |
| DAL | C | -1.71% | |
| COF | B | -1.6% | |
| CINF | A | -1.57% | |
| VLO | C | -1.55% | |
| BG | F | -1.49% | |
| KR | B | -1.44% | |
| L | A | -1.4% | |
| STT | A | -1.38% | |
| HBAN | A | -1.37% | |
| PSX | C | -1.35% | |
| AIZ | A | -1.35% | |
| HPE | B | -1.33% | |
| MPC | D | -1.31% | |
| KEY | B | -1.25% | |
| JBL | B | -1.23% | |
| BK | A | -1.19% | |
| WFC | A | -1.19% | |
| USB | A | -1.18% | |
| PNC | B | -1.18% | |
| STLD | B | -1.16% | |
| AIG | B | -1.16% | |
| FITB | A | -1.15% | |
| C | A | -1.15% | |
| FDX | B | -1.12% | |
| BBY | D | -1.12% | |
| DHI | D | -1.11% | |
| LEN | D | -1.09% | |
| PRU | A | -1.08% | |
| NRG | B | -1.08% | |
| HIG | B | -1.07% | |
| BAC | A | -1.07% | |
| AFL | B | -1.06% | |
| PHM | D | -1.06% | |
| VTRS | A | -1.05% | |
| EMR | A | -1.04% | |
| KMI | A | -1.03% | |
| TRV | B | -1.02% | |
| BRK.A | B | -1.01% | |
| COR | B | -1.01% | |
| MET | A | -1.01% | |
| ACGL | D | -1.0% | |
| CAH | B | -0.98% | |
| CBRE | B | -0.98% | |
| BKR | B | -0.97% | |
| GS | A | -0.97% | |
| UHS | D | -0.96% | |
| MCK | B | -0.96% | |
| JPM | A | -0.96% | |
| NUE | C | -0.96% | |
| MRO | B | -0.93% | |
| SW | A | -0.93% | |
| CI | F | -0.93% | |
| CB | C | -0.92% | |
| RJF | A | -0.92% | |
| BALL | D | -0.91% | |
| ATO | A | -0.89% | |
| CCL | B | -0.87% | |
| VZ | C | -0.86% | |
| NCLH | B | -0.86% | |
| BLDR | D | -0.86% | |
| ALL | A | -0.85% | |
| IP | B | -0.84% | |
| XOM | B | -0.84% | |
| OMC | C | -0.83% | |
| CTSH | B | -0.83% | |
| EMN | D | -0.82% | |
| WRB | A | -0.79% | |
| CMI | A | -0.77% | |
| EBAY | D | -0.77% | |
| LYB | F | -0.76% | |
| EQT | B | -0.75% | |
| OKE | A | -0.74% | |
| FANG | D | -0.72% | |
| WMT | A | -0.72% | |
| DGX | A | -0.71% | |
| HII | D | -0.71% | |
| TXT | D | -0.7% | |
| LH | C | -0.7% | |
| BXP | D | -0.69% | |
| COP | C | -0.67% | |
| DUK | C | -0.66% | |
| HST | C | -0.65% | |
| HAL | C | -0.64% | |
| SWK | D | -0.64% | |
| CTRA | B | -0.64% | |
| J | F | -0.64% | |
| PEG | A | -0.61% | |
| DVA | B | -0.6% | |
| DOW | F | -0.53% | |
| CE | F | -0.51% |
RISN: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Auto & Truck Dealerships
Integrated Shipping & Logistics
Savings & Cooperative Banks
Semiconductors
Apparel Manufacturing
Beverages - Soft Drinks
Business Services
Capital Markets
Health Care Plans
Information Technology Services
Medical Instruments & Supplies
REIT - Industrial
REIT - Residential
Railroads
Software - Application
Tools & Accessories
Airports & Air Services
Auto Parts
SPVM: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Insurance - Property & Casualty
Oil & Gas E&P
Insurance - Diversified
Banks - Global
Chemicals
Health Care Plans
Insurance - Life
Medical Distribution
Oil & Gas Refining & Marketing
Packaging & Containers
Residential Construction
Aerospace & Defense
Asset Management
Capital Markets
Credit Services
Diagnostics & Research
Diversified Industrials
Leisure
Medical Care
Keywords:
S&P 500
Insurance
Natural Gas
Bank
Insurance Products
Banking
Cash Management
Petroleum Industry
Disability
Investment Bank
Natural Gas Liquids
Asset Management Services
Casualty Insurance
Investment Management
Life Insurance
Commercial Banking
Crude Oil
Dow Jones Component
Financial Products
Investment Banking
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