ISMD · Inspire Small/Mid Cap ETF
ISMD tracks an index and returned +22.9% over the past year.
Points (pts) are percentage points.
| Window | Total return | S&P 500 (SPY) | Gap to SPY |
|---|---|---|---|
| 1M Sep 9 – Oct 9, 2026 | −2.6% | +2.4% | −4.9 pts |
| 3M Jul 10 – Oct 9, 2026 | −4.9% | +3.4% | −8.3 pts |
| 6M Apr 10 – Oct 9, 2026 | +11.6% | +15.2% | −3.5 pts |
| YTD Dec 31, 2025 – Oct 9, 2026 | +22.1% | +15.1% | +7.1 pts |
| 1Y Oct 9, 2025 – Oct 9, 2026 | +22.9% | +17.3% | +5.7 pts |
| 3Y Oct 10, 2023 – Oct 9, 2026 | +60.4% | +85.8% | −25.4 pts |
| Since launch Feb 28, 2017 – Oct 9, 2026 | +131.1% | +283.5% | −152.4 pts |
Total return at closing prices, distributions reinvested. Every column is a total return. Year to date runs from the last close of the year before. Source: ETFIQ.
ISMD top ten by weight, 6.6% of the fund, of its 494 equity positions, from the holdings filed for May 31, 2026. An index fund holds what the index holds, so this is the index. Source: the fund’s SEC filing.
In plain words
Questions people ask about ISMD
- How has ISMD performed?
- Over the year to Oct 9, 2026, ISMD returned +22.9% with distributions reinvested, against +17.3% for the S&P 500. Over three years the figure is +60.4%.
- What does ISMD cost?
- The prospectus expense ratio is 0.53% a year.
- What does ISMD hold?
- 494 positions as filed for May 31, 2026, with the top ten at 6.6% of the fund. 0% of its weight is in stocks the S&P 500 also holds.
- How far is ISMD below its high?
- 7.7% below its high of Aug 14, 2026, measured on the reinvested series to Oct 9, 2026.
ETFIQ links to the documents behind every figure; a link is not an endorsement.
Cite this pageCitation, APA and Markdown
ETFIQ, ISMD, stock fund, data as of Oct 9, 2026. https://etfiq.com/funds/ismd
ETFIQ. (Oct 9, 2026). ISMD, stock fund. Retrieved from https://etfiq.com/funds/ismd
[ISMD, stock fund (ETFIQ, Oct 9, 2026)](https://etfiq.com/funds/ismd)
Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data.
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