ISMD vs TDI

Comparison between INSPIRE SMALL/MID CAP ETF (ISMD, ETF) and TOUCHSTONE DYNAMIC INTERNATIONAL ETF (TDI, ETF).

ISMD vs TDI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ISMD(ETF)	TDI(ETF)
Net Assets	$317M	$318M
Expense Ratio	0.53%	0.65%
Max Drawdown	45.54%	15.35%
Sharpe Ratio	1.64	1.67
5Y Beta	0.94	0.80
P/E Ratio	-27.52	N/A
Forward P/E	15.24	N/A
5Y Dividends CAGR	7.92%	N/A
5Y EPS CAGR	3.00%	N/A
Debt to Equity	86.47%	N/A
P/S Ratio	0.96	N/A
P/B Ratio	1.84	N/A

Net Assets

ISMD

$317M

Winner

TDI

$318M

Expense Ratio

Winner

ISMD

0.53%

TDI

0.65%

Max Drawdown

ISMD

45.54%

Winner

TDI

15.35%

Sharpe Ratio

ISMD

1.64

Winner

TDI

1.67

5Y Beta

ISMD

0.94

Winner

TDI

0.80

P/E Ratio

ISMD

-27.52

TDI

N/A

Forward P/E

ISMD

15.24

TDI

N/A

5Y Dividends CAGR

ISMD

7.92%

TDI

N/A

5Y EPS CAGR

ISMD

3.00%

TDI

N/A

Debt to Equity

ISMD

86.47%

TDI

N/A

P/S Ratio

ISMD

0.96

TDI

N/A

P/B Ratio

ISMD

1.84

TDI

N/A

ISMD vs TDI - Holdings Comparison

ISMD and TDI have 1 common holdings. Overlap is -0.04%

ISMD's top 25 holdings weight is 12.31%. TDI's top 25 holdings weight is 47.34%.

Rank	ISMD	TDI
#1	AGILON HEALTH INC (AGL) - 1.95%	n/a (n/a) - 5.97%
#2	CASH & CASH EQUIVALENTS (n/a) - 1.13%	SK HYNIX INC (n/a) - 3.38%
#3	MAXLINEAR INC (MXL) - 0.91%	SAMSUNG ELECTRONICS CO LTD (n/a) - 3.15%
#4	PENGUIN SOLUTIONS INC (PENG) - 0.55%	ASML HOLDING NV (n/a) - 3.03%
#5	AMBIQ MICRO INC (AMBQ) - 0.55%	BNY DREYFUS GOVT CASH MGMT INSTL (DGCXX) - 2.84%
#6	VISHAY INTERTECHNOLOGY INC (VSH) - 0.50%	AIA GROUP LTD (n/a) - 1.82%
#7	REDWIRE CORP (RDW) - 0.49%	LENOVO GROUP LTD (n/a) - 1.75%
#8	KOPIN CORP (KOPN) - 0.44%	UNICREDIT SPA (n/a) - 1.69%
#9	AEHR TEST SYSTEMS (AEHR) - 0.43%	OTSUKA HOLDINGS CO LTD (n/a) - 1.64%
#10	T1 ENERGY INC (TE) - 0.41%	BANCO BPM SPA (n/a) - 1.59%
#11	CEVA INC (CEVA) - 0.37%	HON HAI PRECISION INDUSTRY CO LTD (n/a) - 1.59%
#12	AEVA TECHNOLOGIES INC ORDINARY SHARES (AEVA) - 0.36%	ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.58%
#13	SEMTECH CORP (SMTC) - 0.34%	FORTESCUE LTD (n/a) - 1.50%
#14	HUDSON PACIFIC PROPERTIES INC (HPP) - 0.34%	EQUINOR ASA (n/a) - 1.49%
#15	WESTROCK COFFEE CO (WEST) - 0.33%	SOUTHERN COPPER CORP (SCCO) - 1.47%
#16	n/a (PACK) - 0.33%	BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.46%
#17	RPC INC (RES) - 0.32%	TIM SA ORDINARY SHARES (n/a) - 1.42%
#18	SILGAN HOLDINGS INC (SLGN) - 0.32%	HITACHI LTD (n/a) - 1.41%
#19	UNITIL CORP (UTL) - 0.32%	BARRICK MINING CORP (n/a) - 1.40%
#20	TARGET HOSPITALITY CORP CLASS A (TH) - 0.32%	OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.33%
#21	POST HOLDINGS INC (POST) - 0.32%	DEUTSCHE TELEKOM AG (n/a) - 1.21%
#22	SAFETY INSURANCE GROUP INC (SAFT) - 0.32%	ORION OYJ CLASS B (n/a) - 1.18%
#23	ASPEN AEROGELS INC (ASPN) - 0.32%	INTESA SANPAOLO (n/a) - 1.18%
#24	JOHN B SANFILIPPO & SON INC (JBSS) - 0.32%	TALANX AG (n/a) - 1.13%
#25	OPAL FUELS INC ORDINARY SHARES CLASS A (OPAL) - 0.32%	KINROSS GOLD CORP (n/a) - 1.13%
Total Holdings	480	126

ISMD vs TDI - Historical Returns

Returns include dividend reinvestment.

Period	ISMD	TDI
1 month	+9.04%	+4.15%
3 months	+22.53%	+10.55%
6 months	+22.94%	+19.91%
1 year	+40.48%	+39.42%
5 years(CAGR)	+8.28%	N/A
10 years(CAGR)	+9.80%	N/A
Max(CAGR)	+9.80%	+28.61%

Winner

ISMD

+9.04%

TDI

+4.15%

Winner

ISMD

+22.53%

TDI

+10.55%

Winner

ISMD

+22.94%

TDI

+19.91%

Winner

ISMD

+40.48%

TDI

+39.42%

5Y(CAGR)

ISMD

+8.28%

TDI

N/A

10Y(CAGR)

ISMD

+9.80%

TDI

N/A

Max(CAGR)

ISMD

+9.80%

Winner

TDI

+28.61%

ISMD vs TDI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	ISMD	TDI
2026	+24.80%	+16.97%
2025	+4.92%	+43.48%
2024	+10.60%	+7.87%
2023	+17.79%	+4.12%
2022	-13.98%	N/A
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 TDI Drawdown Comparison

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

The maximum drawdown for TDI was -14.99%, occurring on Apr 8, 2025. Recovery took 32 trading sessions.

The current TDI drawdown is -1.25%.

Rank	ISMD	TDI
#1	-44.59% Aug 29, 2018 - Dec 4, 2020	-14.99% Mar 18, 2025 - May 2, 2025
#2	-26.64% Nov 25, 2024 - Jan 6, 2026	-12.09% Feb 25, 2026 - May 6, 2026
#3	-22.55% Jan 4, 2022 - Dec 26, 2023	-10.13% Jul 12, 2024 - Sep 24, 2024
#4	-10.18% Jun 8, 2021 - Nov 3, 2021	-9.75% Sep 26, 2024 - Mar 5, 2025
#5	-9.64% Feb 10, 2026 - Apr 13, 2026	-6.28% Jun 2, 2026 - Jun 10, 2026
#6	-9.13% Jul 31, 2024 - Oct 16, 2024	-5.13% Mar 27, 2024 - May 9, 2024
#7	-8.70% Jan 22, 2018 - May 11, 2018	-4.83% Nov 12, 2025 - Dec 10, 2025
#8	-8.47% Nov 16, 2021 - Jan 4, 2022	-3.91% May 6, 2026 - May 26, 2026
#9	-8.41% Mar 28, 2024 - May 15, 2024	-3.68% Oct 6, 2025 - Nov 10, 2025
#10	-7.92% Mar 15, 2021 - May 7, 2021	-3.15% Mar 5, 2025 - Mar 17, 2025
#11	-7.04% Jul 25, 2017 - Sep 26, 2017	-2.95% Jul 23, 2025 - Aug 6, 2025
#12	-6.28% Dec 28, 2023 - Mar 7, 2024	-2.77% Jan 29, 2026 - Feb 9, 2026
#13	-5.53% May 15, 2024 - Jul 12, 2024	-2.59% May 20, 2024 - Jul 8, 2024
#14	-5.25% May 7, 2021 - Jun 1, 2021	-2.31% Jun 12, 2025 - Jun 24, 2025
#15	-5.10% Oct 3, 2017 - Nov 30, 2017	-2.21% Jan 12, 2024 - Jan 24, 2024