ISMD vs UTEN
Comparison between INSPIRE SMALL/MID CAP ETF (ISMD, ETF) and F/M US TREASURY 10 YEAR NOTE ETF (UTEN, ETF).
ISMD vs UTEN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ISMD
$292M
UTEN
$291M
Expense Ratio
ISMD
0.53%
Winner
UTEN
0.15%
Max Drawdown
ISMD
45.54%
Winner
UTEN
16.76%
Sharpe Ratio
Winner
ISMD
1.56
UTEN
-0.10
5Y Beta
ISMD
0.94
Winner
UTEN
0.00
P/E Ratio
ISMD
-57.16
UTEN
N/A
Forward P/E
ISMD
14.99
UTEN
N/A
5Y Dividends CAGR
ISMD
7.92%
UTEN
N/A
5Y EPS CAGR
ISMD
3.29%
UTEN
N/A
Debt to Equity
ISMD
79.49%
UTEN
N/A
P/S Ratio
ISMD
0.97
UTEN
N/A
P/B Ratio
ISMD
1.73
UTEN
N/A
ISMD vs UTEN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ISMD
+3.26%
UTEN
-0.57%
3M
Winner
ISMD
+12.88%
UTEN
-2.17%
6M
Winner
ISMD
+20.40%
UTEN
-1.10%
1Y
Winner
ISMD
+36.49%
UTEN
+3.23%
5Y(CAGR)
ISMD
+7.49%
UTEN
N/A
10Y(CAGR)
ISMD
+9.34%
UTEN
N/A
Max(CAGR)
Winner
ISMD
+9.34%
UTEN
-0.07%
ISMD vs UTEN - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | ISMD | UTEN |
|---|---|---|
| 2026 | +19.72% | -0.98% |
| 2025 | +4.92% | +7.85% |
| 2024 | +10.60% | -1.27% |
| 2023 | +17.79% | +2.37% |
| 2022 | -13.98% | -7.80% |
| 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 UTEN Drawdown Comparison
The maximum drawdown for ISMD was -44.59%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.
The maximum drawdown for UTEN was -13.36%, occurring on Oct 19, 2023. Recovery took 770 trading sessions.
The current ISMD drawdown is -2.41%. The current UTEN drawdown is -3.44%.
| Rank | ISMD | UTEN |
|---|---|---|
| #1 | -44.59% Aug 29, 2018 - Dec 4, 2020 | -13.36% Aug 10, 2022 - Sep 5, 2025 |
| #2 | -26.64% Nov 25, 2024 - Jan 6, 2026 | -4.57% Feb 27, 2026 - May 19, 2026 |
| #3 | -22.55% Jan 4, 2022 - Dec 26, 2023 | -1.76% Nov 26, 2025 - Feb 12, 2026 |
| #4 | -10.18% Jun 8, 2021 - Nov 3, 2021 | -1.41% Oct 22, 2025 - Nov 25, 2025 |
| #5 | -9.64% Feb 10, 2026 - Apr 13, 2026 | -1.12% Sep 11, 2025 - Oct 10, 2025 |
| #6 | -9.13% Jul 31, 2024 - Oct 16, 2024 | -0.27% Sep 8, 2025 - Sep 10, 2025 |
| #7 | -8.70% Jan 22, 2018 - May 11, 2018 | -0.25% Feb 13, 2026 - Feb 23, 2026 |
| #8 | -8.47% Nov 16, 2021 - Jan 4, 2022 | -0.17% Oct 16, 2025 - Oct 21, 2025 |
| #9 | -8.41% Mar 28, 2024 - May 15, 2024 | -0.11% Feb 23, 2026 - Feb 26, 2026 |
| #10 | -7.92% Mar 15, 2021 - May 7, 2021 | -0.08% Oct 14, 2025 - Oct 16, 2025 |
| #11 | -7.04% Jul 25, 2017 - Sep 26, 2017 | N/A |
| #12 | -6.28% Dec 28, 2023 - Mar 7, 2024 | N/A |
| #13 | -5.53% May 15, 2024 - Jul 12, 2024 | N/A |
| #14 | -5.25% May 7, 2021 - Jun 1, 2021 | N/A |
| #15 | -5.10% Oct 3, 2017 - Nov 30, 2017 | N/A |
Correlation
Correlation between ISMD and UTEN is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2017 - 2026)
ISMD vs UTEN dividend yield comparison.
| Year | ISMD | UTEN |
|---|---|---|
| 2026 | 0.24% | 1.68% |
| 2025 | 1.21% | 4.11% |
| 2024 | 1.24% | 4.13% |
| 2023 | 1.17% | 3.62% |
| 2022 | 1.28% | 1.39% |
| 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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