RISN vs. SVAL ETF Comparison
Comparison of Inspire Tactical Balanced ESG ETF (RISN) to iShares US Small Cap Value Factor ETF (SVAL)
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
SVAL
iShares US Small Cap Value Factor ETF
SVAL Description
The investment seeks to track the investment results of the Russell 2000 Focused Value Select Index composed of U.S. small-capitalization stocks with prominent value characteristics. The index measures the performance of small-capitalization U.S. companies with prominent value factor characteristics, as determined by the index provider. The fund generally will invest at least 80% of its assets in the component securities and other instruments of the index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents.Grade (RS Rating)
Last Trade
$35.66
Average Daily Volume
33,068
Number of Holdings
*
228
* may have additional holdings in another (foreign) market
Performance
| Period | RISN | SVAL |
|---|---|---|
| 30 Days | 4.76% | 11.65% |
| 60 Days | 4.29% | 9.96% |
| 90 Days | 5.21% | 9.05% |
| 12 Months | 19.95% | 30.77% |
RISN Overweight 71 Positions Relative to SVAL
| 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% | |
| EME | C | 1.2% | |
| AME | A | 1.2% | |
| DAR | C | 1.18% | |
| CFR | B | 1.16% | |
| NTES | D | 1.15% | |
| COLB | A | 1.14% | |
| SNA | A | 1.14% | |
| PBHC | B | 1.14% | |
| EOG | A | 1.13% | |
| 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% | |
| CPRT | A | 1.08% | |
| EW | C | 1.07% | |
| MOH | F | 1.07% | |
| PCAR | B | 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% | |
| ELV | F | 0.92% | |
| CACI | D | 0.92% | |
| SWKS | F | 0.89% | |
| CRI | D | 0.8% |
RISN Underweight 224 Positions Relative to SVAL
| Symbol | Grade | Weight | |
|---|---|---|---|
| EBC | B | -0.96% | |
| SKYW | B | -0.86% | |
| TILE | B | -0.84% | |
| LC | A | -0.81% | |
| ARIS | B | -0.8% | |
| MLI | C | -0.78% | |
| HTLF | B | -0.73% | |
| GBCI | B | -0.64% | |
| UMBF | B | -0.64% | |
| FBK | B | -0.64% | |
| CXW | B | -0.62% | |
| CALM | A | -0.61% | |
| QCRH | A | -0.61% | |
| MHO | D | -0.6% | |
| HSII | B | -0.6% | |
| MATX | C | -0.6% | |
| TTMI | B | -0.6% | |
| SASR | B | -0.58% | |
| UVSP | B | -0.58% | |
| PATK | D | -0.57% | |
| CCB | A | -0.56% | |
| SEI | A | -0.56% | |
| HBNC | B | -0.56% | |
| CTBI | B | -0.56% | |
| LOB | B | -0.55% | |
| GABC | B | -0.55% | |
| KBH | D | -0.55% | |
| CNX | A | -0.55% | |
| AKR | B | -0.55% | |
| TMHC | B | -0.54% | |
| DCOM | A | -0.54% | |
| STGW | B | -0.52% | |
| UVE | B | -0.52% | |
| BY | B | -0.52% | |
| NIC | B | -0.52% | |
| REZI | A | -0.52% | |
| HWC | B | -0.52% | |
| CNO | A | -0.52% | |
| GHC | C | -0.52% | |
| KFY | B | -0.52% | |
| SRCE | B | -0.51% | |
| ASB | B | -0.51% | |
| GMS | B | -0.51% | |
| FRME | B | -0.51% | |
| FMBH | B | -0.51% | |
| EFSC | B | -0.51% | |
| JAKK | C | -0.5% | |
| CNOB | B | -0.5% | |
| TOWN | B | -0.5% | |
| TPH | D | -0.5% | |
| UBSI | B | -0.49% | |
| HOPE | B | -0.49% | |
| ONB | B | -0.49% | |
| TCBI | B | -0.49% | |
| UNFI | A | -0.49% | |
| TMP | B | -0.49% | |
| HOMB | A | -0.48% | |
| THFF | B | -0.48% | |
| BXC | B | -0.48% | |
| MTH | D | -0.48% | |
| INVA | D | -0.48% | |
| WASH | C | -0.48% | |
| TCBK | B | -0.48% | |
| PRG | C | -0.47% | |
| SPNT | A | -0.47% | |
| MCS | B | -0.47% | |
| AVNT | B | -0.47% | |
| MBIN | D | -0.47% | |
| STEL | A | -0.46% | |
| CFFN | B | -0.46% | |
| WAFD | B | -0.46% | |
| PGC | C | -0.46% | |
| RDN | C | -0.45% | |
| NMIH | D | -0.45% | |
| BUSE | B | -0.45% | |
| BZH | B | -0.45% | |
| LZB | B | -0.45% | |
| PEBO | A | -0.45% | |
| NTB | B | -0.45% | |
| FFIC | B | -0.44% | |
| CVLG | C | -0.44% | |
| SIG | B | -0.44% | |
| BCC | B | -0.44% | |
| OSBC | A | -0.44% | |
| CCS | D | -0.43% | |
| BANC | A | -0.43% | |
| VSTO | A | -0.43% | |
| CVBF | A | -0.43% | |
| FIBK | A | -0.43% | |
| ESGR | B | -0.43% | |
| UFPI | B | -0.42% | |
| FDP | B | -0.42% | |
| AMWD | C | -0.42% | |
| HCC | B | -0.42% | |
| ACT | D | -0.41% | |
| HTBK | A | -0.41% | |
| HUBG | A | -0.41% | |
| SBSI | B | -0.4% | |
| WKC | D | -0.4% | |
| SCS | C | -0.39% | |
| MGY | A | -0.39% | |
| OBK | B | -0.39% | |
| EGY | D | -0.39% | |
| ALE | A | -0.39% | |
| SXC | A | -0.39% | |
| VLY | B | -0.38% | |
| MD | B | -0.38% | |
| CEIX | A | -0.38% | |
| ESNT | D | -0.38% | |
| BNL | D | -0.38% | |
| METC | C | -0.37% | |
| ABG | B | -0.37% | |
| HTH | B | -0.37% | |
| NWE | B | -0.37% | |
| ARCB | C | -0.36% | |
| AEO | F | -0.36% | |
| FOR | F | -0.36% | |
| SM | B | -0.36% | |
| MNRO | D | -0.35% | |
| JBGS | D | -0.35% | |
| DEA | D | -0.35% | |
| NX | C | -0.35% | |
| REPX | A | -0.35% | |
| WERN | C | -0.34% | |
| CRC | B | -0.34% | |
| ATSG | B | -0.34% | |
| CAL | D | -0.34% | |
| AOSL | C | -0.33% | |
| GEF | A | -0.33% | |
| NOG | A | -0.33% | |
| STNG | F | -0.33% | |
| APLE | B | -0.33% | |
| WGO | C | -0.33% | |
| LCII | C | -0.32% | |
| ETD | C | -0.32% | |
| MLKN | D | -0.32% | |
| RLJ | C | -0.32% | |
| INSW | F | -0.31% | |
| ARCH | B | -0.31% | |
| ASIX | A | -0.31% | |
| LPG | F | -0.31% | |
| ARKO | C | -0.3% | |
| AMR | C | -0.3% | |
| ANDE | D | -0.3% | |
| RMR | F | -0.3% | |
| WNC | C | -0.3% | |
| HNRG | B | -0.3% | |
| IIIN | C | -0.3% | |
| HTLD | B | -0.28% | |
| SPTN | D | -0.27% | |
| KELYA | F | -0.27% | |
| LXU | B | -0.27% | |
| RYI | C | -0.27% | |
| HPK | B | -0.27% | |
| REI | D | -0.26% | |
| HP | B | -0.26% | |
| MUR | D | -0.24% | |
| THRY | F | -0.24% | |
| CLW | F | -0.23% | |
| WS | B | -0.23% | |
| TALO | C | -0.23% | |
| FLGT | F | -0.22% | |
| DK | C | -0.22% | |
| MTUS | C | -0.22% | |
| OIS | C | -0.21% | |
| VSH | D | -0.21% | |
| WOR | F | -0.21% | |
| ATKR | C | -0.2% | |
| TH | C | -0.19% | |
| CMT | D | -0.19% | |
| PTEN | C | -0.19% | |
| BRY | F | -0.18% | |
| ODP | F | -0.18% | |
| CVI | F | -0.18% | |
| RGP | F | -0.18% | |
| DAN | D | -0.18% | |
| TWI | F | -0.17% | |
| XRX | F | -0.17% | |
| TBI | F | -0.16% | |
| PARR | D | -0.16% | |
| HDSN | F | -0.15% | |
| CVGI | F | -0.11% | |
| BOOM | F | -0.11% | |
| JRVR | F | -0.1% | |
| DTC | F | -0.07% | |
| CATY | B | -0.0% | |
| GDOT | D | -0.0% | |
| PRDO | B | -0.0% | |
| CASH | A | -0.0% | |
| PPBI | B | -0.0% | |
| EIG | B | -0.0% | |
| EGBN | B | -0.0% | |
| TRST | A | -0.0% | |
| SBCF | A | -0.0% | |
| WABC | B | -0.0% | |
| HMN | B | -0.0% | |
| BRKL | B | -0.0% | |
| RNST | B | -0.0% | |
| NWBI | B | -0.0% | |
| SFNC | B | -0.0% | |
| INDB | B | -0.0% | |
| OFG | B | -0.0% | |
| FFBC | A | -0.0% | |
| BHLB | B | -0.0% | |
| FBP | B | -0.0% | |
| FCF | A | -0.0% | |
| HAFC | A | -0.0% | |
| PFBC | B | -0.0% | |
| STBA | B | -0.0% | |
| NBTB | B | -0.0% | |
| WSFS | A | -0.0% | |
| HFWA | B | -0.0% | |
| NBHC | B | -0.0% | |
| VBTX | B | -0.0% | |
| STC | B | -0.0% | |
| FBNC | A | -0.0% | |
| BANR | B | -0.0% | |
| FULT | A | -0.0% | |
| TRMK | B | -0.0% | |
| CADE | B | -0.0% | |
| ABCB | B | -0.0% | |
| CPF | A | -0.0% | |
| PFS | B | -0.0% | |
| AUB | B | -0.0% |
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
SVAL: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Savings & Cooperative Banks
Coal
Residential Construction
Home Furnishings & Fixtures
Insurance - Property & Casualty
Metal Fabrication
Shipping & Ports
Staffing & Outsourcing Services
Trucking
Auto Parts
Building Materials
Food Distribution
Insurance - Specialty
Oil & Gas Refining & Marketing
REIT - Diversified
Steel
Business Equipment
Chemicals
Keywords:
Bank
Banking
Deposit Products
Real Estate Loans
Commercial Banking
Demand Deposit
Commercial Bank
Investment Management
Residential Real Estate Loans
Trust Services
Banking Services
Individual Retirement Account
Mortgage Loan
Loan Products
Business Loans
Cash Management Services
Natural Gas
Retail Banking
Loan
Insurance
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