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ISMD vs EWQ

Comparison between INSPIRE SMALL/MID CAP ETF (ISMD, ETF) and ISHARES MSCI FRANCE ETF (EWQ, ETF).

5-Year PerformanceISMD has outperformed EWQ, delivering a return of +10.0% compared to +7.0%

ISMD vs EWQ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
ISMD
$382M
EWQ
$381M
Expense Ratio
ISMD
0.53%
Winner
EWQ
0.50%
Max Drawdown
Winner
ISMD
45.54%
EWQ
63.98%
Sharpe Ratio
Winner
ISMD
1.51
EWQ
0.23
5Y Beta
ISMD
0.94
Winner
EWQ
0.70
P/E Ratio
ISMD
-41.91
EWQ
N/A
Forward P/E
ISMD
14.74
EWQ
N/A
5Y Dividends CAGR
ISMD
12.36%
Winner
EWQ
23.98%
5Y EPS CAGR
ISMD
4.45%
EWQ
N/A
Debt to Equity
ISMD
75.93%
EWQ
N/A
P/S Ratio
ISMD
1.11
EWQ
N/A
P/B Ratio
ISMD
1.61
EWQ
N/A

ISMD vs EWQ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ISMD
+2.18%
EWQ
-0.13%
3M
Winner
ISMD
+11.31%
EWQ
+1.22%
6M
Winner
ISMD
+18.55%
EWQ
+0.53%
1Y
Winner
ISMD
+32.76%
EWQ
+3.57%
5Y(CAGR)
Winner
ISMD
+10.04%
EWQ
+7.00%
10Y(CAGR)
Winner
ISMD
+9.86%
EWQ
+9.67%
Max(CAGR)
Winner
ISMD
+9.86%
EWQ
+4.98%

ISMD vs EWQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearISMDEWQ
2026+26.71%+0.98%
2025+4.92%+30.11%
2024+10.60%-4.20%
2023+17.79%+20.56%
2022-13.98%-12.75%
2021+30.18%+20.14%
2020+5.69%+2.13%
2019+23.35%+27.78%
2018-13.09%-13.08%
2017+8.40%+29.18%
2016N/A+6.62%
2015N/A+0.77%
2014N/A-8.57%
2013N/A+23.39%
2012N/A+20.83%
2011N/A-18.58%
2010N/A-5.90%
2009N/A+24.22%
2008N/A-41.47%
2007N/A+11.78%
2006N/A+28.71%
2005N/A+9.85%
2004N/A+18.08%
2003N/A+35.18%
2002N/A-20.39%
2001N/A-23.86%
2000N/A-7.29%
1999N/A+15.54%

ISMD vs EWQ Drawdown Comparison

The maximum drawdown for ISMD was -44.59%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.

The maximum drawdown for EWQ was -61.43%, occurring on Mar 9, 2009. Recovery took 2491 trading sessions.

The current ISMD drawdown is -2.03%. The current EWQ drawdown is -5.37%.

RankISMDEWQ
#1-44.59%
Aug 29, 2018 - Dec 4, 2020
-61.43%
Jul 12, 2007 - Jun 2, 2017
#2-26.64%
Nov 25, 2024 - Jan 6, 2026
-56.41%
Jun 13, 2000 - Jan 3, 2006
#3-22.55%
Jan 4, 2022 - Dec 26, 2023
-39.23%
Jan 17, 2020 - Nov 24, 2020
#4-10.18%
Jun 8, 2021 - Nov 3, 2021
-31.41%
Jan 12, 2022 - Apr 12, 2023
#5-9.64%
Feb 10, 2026 - Apr 13, 2026
-22.28%
Jan 26, 2018 - Dec 13, 2019
#6-9.13%
Jul 31, 2024 - Oct 16, 2024
-15.16%
Mar 5, 2025 - May 13, 2025
#7-8.70%
Jan 22, 2018 - May 11, 2018
-14.68%
Jul 13, 2023 - Dec 26, 2023
#8-8.47%
Nov 16, 2021 - Jan 4, 2022
-14.42%
May 15, 2024 - Mar 5, 2025
#9-8.41%
Mar 28, 2024 - May 15, 2024
-13.80%
Feb 26, 2026 - Mar 20, 2026
#10-7.92%
Mar 15, 2021 - May 7, 2021
-13.00%
Mar 3, 2000 - Jun 2, 2000
#11-7.04%
Jul 25, 2017 - Sep 26, 2017
-12.77%
May 9, 2006 - Sep 28, 2006
#12-6.28%
Dec 28, 2023 - Mar 7, 2024
-10.33%
Jan 3, 2000 - Feb 3, 2000
#13-5.53%
May 15, 2024 - Jul 12, 2024
-7.63%
Feb 26, 2007 - Apr 2, 2007
#14-5.25%
May 7, 2021 - Jun 1, 2021
-7.58%
Jun 15, 2021 - Aug 13, 2021
#15-5.10%
Oct 3, 2017 - Nov 30, 2017
-7.36%
Apr 24, 2023 - Jul 13, 2023

Correlation

Correlation between ISMD and EWQ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

ISMD vs EWQ dividend yield comparison.

YearISMDEWQ
20260.68%2.43%
20251.21%2.63%
20241.24%3.31%
20231.17%2.73%
20221.28%3.23%
20219.35%3.78%
20200.99%1.02%
20190.88%2.44%
20181.35%2.90%
20172.02%1.90%
20160.00%2.84%
20150.00%2.25%
20140.00%3.37%
20130.00%2.43%
20120.00%2.66%
20110.00%3.40%
20100.00%2.71%
20090.00%2.42%
20080.00%8.07%
20070.00%0.91%
20060.00%1.36%
20050.00%1.24%
20040.00%1.25%
20030.00%1.39%
20020.00%1.20%
20010.00%0.28%
20000.00%5.00%
19990.00%2.05%

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