ISMD vs OBIL
Comparison between INSPIRE SMALL/MID CAP ETF (ISMD, ETF) and F/M US TREASURY 12 MONTH BILL ETF (OBIL, ETF).
ISMD vs OBIL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ISMD
$317M
Winner
OBIL
$318M
Expense Ratio
ISMD
0.53%
Winner
OBIL
0.15%
Max Drawdown
ISMD
45.54%
Winner
OBIL
1.54%
Sharpe Ratio
Winner
ISMD
1.64
OBIL
0.09
5Y Beta
ISMD
0.94
Winner
OBIL
-0.01
P/E Ratio
ISMD
-27.52
OBIL
N/A
Forward P/E
ISMD
15.24
OBIL
N/A
5Y Dividends CAGR
ISMD
7.92%
OBIL
N/A
5Y EPS CAGR
ISMD
3.00%
OBIL
N/A
Debt to Equity
ISMD
86.47%
OBIL
N/A
P/S Ratio
ISMD
0.96
OBIL
N/A
P/B Ratio
ISMD
1.84
OBIL
N/A
ISMD vs OBIL - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ISMD
+8.05%
OBIL
+0.34%
3M
Winner
ISMD
+21.42%
OBIL
+0.80%
6M
Winner
ISMD
+22.41%
OBIL
+1.49%
1Y
Winner
ISMD
+39.20%
OBIL
+3.83%
5Y(CAGR)
ISMD
+8.13%
OBIL
N/A
10Y(CAGR)
ISMD
+9.69%
OBIL
N/A
Max(CAGR)
Winner
ISMD
+9.69%
OBIL
+4.38%
ISMD vs OBIL - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | ISMD | OBIL |
|---|---|---|
| 2026 | +23.66% | +1.28% |
| 2025 | +4.92% | +4.30% |
| 2024 | +10.60% | +4.94% |
| 2023 | +17.79% | +4.64% |
| 2022 | -13.98% | +0.52% |
| 2021 | +30.18% | N/A |
| 2020 | +5.69% | N/A |
| 2019 | +23.35% | N/A |
| 2018 | -13.09% | N/A |
| 2017 | +8.40% | N/A |
ISMD vs OBIL Drawdown Comparison
The maximum drawdown for ISMD was -44.59%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.
The maximum drawdown for OBIL was -0.33%, occurring on May 26, 2023. Recovery took 33 trading sessions.
The current ISMD drawdown is -0.91%.
| Rank | ISMD | OBIL |
|---|---|---|
| #1 | -44.59% Aug 29, 2018 - Dec 4, 2020 | -0.33% May 4, 2023 - Jun 22, 2023 |
| #2 | -26.64% Nov 25, 2024 - Jan 6, 2026 | -0.33% Mar 17, 2023 - Mar 24, 2023 |
| #3 | -22.55% Jan 4, 2022 - Dec 26, 2023 | -0.27% Apr 5, 2023 - Apr 25, 2023 |
| #4 | -10.18% Jun 8, 2021 - Nov 3, 2021 | -0.24% Mar 24, 2023 - Apr 5, 2023 |
| #5 | -9.64% Feb 10, 2026 - Apr 13, 2026 | -0.23% Feb 2, 2023 - Mar 2, 2023 |
| #6 | -9.13% Jul 31, 2024 - Oct 16, 2024 | -0.22% Sep 24, 2024 - Oct 30, 2024 |
| #7 | -8.70% Jan 22, 2018 - May 11, 2018 | -0.21% Mar 13, 2023 - Mar 15, 2023 |
| #8 | -8.47% Nov 16, 2021 - Jan 4, 2022 | -0.20% Mar 15, 2023 - Mar 17, 2023 |
| #9 | -8.41% Mar 28, 2024 - May 15, 2024 | -0.19% Feb 1, 2024 - Feb 28, 2024 |
| #10 | -7.92% Mar 15, 2021 - May 7, 2021 | -0.17% Apr 25, 2023 - May 3, 2023 |
| #11 | -7.04% Jul 25, 2017 - Sep 26, 2017 | -0.16% Mar 3, 2023 - Mar 10, 2023 |
| #12 | -6.28% Dec 28, 2023 - Mar 7, 2024 | -0.14% Apr 4, 2024 - Apr 17, 2024 |
| #13 | -5.53% May 15, 2024 - Jul 12, 2024 | -0.14% Aug 2, 2024 - Aug 13, 2024 |
| #14 | -5.25% May 7, 2021 - Jun 1, 2021 | -0.14% Mar 10, 2026 - Mar 30, 2026 |
| #15 | -5.10% Oct 3, 2017 - Nov 30, 2017 | -0.13% Jan 12, 2024 - Jan 25, 2024 |
Correlation
Correlation between ISMD and OBIL is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2017 - 2026)
ISMD vs OBIL dividend yield comparison.
| Year | ISMD | OBIL |
|---|---|---|
| 2026 | 0.23% | 1.46% |
| 2025 | 1.21% | 3.83% |
| 2024 | 1.24% | 4.56% |
| 2023 | 1.17% | 4.92% |
| 2022 | 1.28% | 0.52% |
| 2021 | 9.35% | 0.00% |
| 2020 | 0.99% | 0.00% |
| 2019 | 0.88% | 0.00% |
| 2018 | 1.35% | 0.00% |
| 2017 | 2.02% | 0.00% |
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