RISN vs. USDU ETF Comparison

Comparison of Inspire Tactical Balanced ESG ETF (RISN) to WisdomTree Bloomberg U.S. Dollar Bullish Fund (USDU)
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

$26.05

Average Daily Volume

8,161

Number of Holdings *

65

* may have additional holdings in another (foreign) market
USDU

WisdomTree Bloomberg U.S. Dollar Bullish Fund

USDU Description The investment seeks to provide total returns, before fees and expenses, that exceed the performance of the Bloomberg Dollar Total Return Index. The fund is an actively managed ETF that seeks to provide total returns, before fees and expenses, that exceed the performance of the index. The index is structured to potentially benefit as the U.S. dollar appreciates relative to a basket of global currencies. The fund will seek exposure to both the U.S. dollar and global currencies held by the index through investing, under normal circumstances, at least 80% of its assets in money market securities and other liquid securities. It is non-diversified.

Grade (RS Rating)

Last Trade

$26.55

Average Daily Volume

195,320

Number of Holdings *

1

* may have additional holdings in another (foreign) market
Performance
Period RISN USDU
30 Days -1.58% 1.49%
60 Days -1.14% 3.01%
90 Days 2.79% 2.63%
12 Months 15.66% 9.31%
1 Overlapping Holdings
Symbol Grade Weight in RISN Weight in USDU Overlap
USFR A 20.56% 4.7% 4.7%
RISN Overweight 64 Positions Relative to USDU
Symbol Grade Weight
ASR B 1.43%
HEI B 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 B 1.32%
CSL B 1.31%
WSO B 1.31%
RDY D 1.31%
IBN B 1.3%
TSM C 1.29%
COLM B 1.27%
LFUS B 1.26%
EME A 1.26%
CFR D 1.25%
SWKS F 1.25%
PAYX C 1.25%
WLK B 1.25%
DAR D 1.24%
TTC D 1.24%
CPRT C 1.24%
CTAS A 1.24%
MAA B 1.24%
ROP D 1.23%
CGNX B 1.23%
PAG F 1.23%
RBA D 1.22%
GNTX D 1.22%
ROL A 1.22%
MLM D 1.22%
CSGP B 1.22%
CNI D 1.21%
LSTR D 1.21%
EXPD D 1.2%
ICLR D 1.2%
NVR C 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 F 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 D 1.12%
EPAM D 1.11%
EGP D 1.11%
LAD D 1.1%
ODFL F 1.08%
JBHT D 1.06%
FICO C 1.04%
MOH D 1.01%
RISN Underweight 0 Positions Relative to USDU
Symbol Grade Weight

USDU: Top Represented Industries & Keywords

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