RISN vs DTF

Comparison between INSPIRE CAPITAL APPRECIATION ETF (RISN, ETF) and DTF Tax-Free Income 2028 Term Fund Inc (DTF, ETF).

5-Year PerformanceRISN has outperformed DTF, delivering a return of +4.5% compared to -1.6%

RISN vs DTF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RISN(ETF)	DTF(ETF)
Net Assets	$85M	$85M
Expense Ratio	0.72%	N/A
Max Drawdown	30.39%	46.78%
Sharpe Ratio	0.96	0.41
5Y Beta	0.64	0.05
P/E Ratio	25.80	N/A
Forward P/E	21.80	N/A
PEG Ratio	1.74	N/A
5Y Dividends CAGR	-22.14%	-2.53%
5Y EPS CAGR	18.22%	N/A
P/S Ratio	2.90	N/A
P/B Ratio	6.36	N/A

Net Assets

Winner

RISN

$85M

DTF

$85M

Expense Ratio

RISN

0.72%

DTF

N/A

Max Drawdown

Winner

RISN

30.39%

DTF

46.78%

Sharpe Ratio

Winner

RISN

0.96

DTF

0.41

5Y Beta

RISN

0.64

Winner

DTF

0.05

P/E Ratio

RISN

25.80

DTF

N/A

Forward P/E

RISN

21.80

DTF

N/A

PEG Ratio

RISN

1.74

DTF

N/A

5Y Dividends CAGR

RISN

-22.14%

Winner

DTF

-2.53%

5Y EPS CAGR

RISN

18.22%

DTF

N/A

P/S Ratio

RISN

2.90

DTF

N/A

P/B Ratio

RISN

6.36

DTF

N/A

RISN vs DTF - Historical Returns

Returns include dividend reinvestment.

Period	RISN	DTF
1 month	+3.31%	+0.20%
3 months	+1.59%	+0.94%
6 months	+3.56%	+2.17%
1 year	+15.52%	+5.61%
5 years(CAGR)	+4.49%	-1.59%
10 years(CAGR)	N/A	+0.01%
Max(CAGR)	+7.25%	+4.01%

Winner

RISN

+3.31%

DTF

+0.20%

Winner

RISN

+1.59%

DTF

+0.94%

Winner

RISN

+3.56%

DTF

+2.17%

Winner

RISN

+15.52%

DTF

+5.61%

5Y(CAGR)

Winner

RISN

+4.49%

DTF

-1.59%

10Y(CAGR)

RISN

N/A

DTF

+0.01%

Max(CAGR)

Winner

RISN

+7.25%

DTF

+4.01%

RISN vs DTF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	RISN	DTF
2026	+5.80%	+1.70%
2025	+11.52%	+5.26%
2024	+8.48%	+7.67%
2023	+10.32%	+1.37%
2022	-16.95%	-21.00%
2021	+23.88%	+0.43%
2020	+7.75%	+2.72%
2019	N/A	+21.37%
2018	N/A	-7.50%
2017	N/A	+1.45%
2016	N/A	+1.26%
2015	N/A	+4.44%
2014	N/A	+15.52%
2013	N/A	-14.99%
2012	N/A	+9.74%
2011	N/A	+15.57%
2010	N/A	+7.00%
2009	N/A	+27.74%
2008	N/A	-11.40%
2007	N/A	-4.16%
2006	N/A	+9.24%
2005	N/A	-3.20%
2004	N/A	+4.10%
2003	N/A	+8.06%
2002	N/A	+15.28%
2001	N/A	+11.51%
2000	N/A	+6.24%
1999	N/A	-11.49%

RISN vs DTF Drawdown Comparison

The maximum drawdown for RISN was -21.88%, occurring on Oct 27, 2023. Recovery took 717 trading sessions.

The maximum drawdown for DTF was -37.46%, occurring on Oct 10, 2008. Recovery took 1015 trading sessions.

The current RISN drawdown is -1.11%. The current DTF drawdown is -9.61%.

Rank	RISN	DTF
#1	-21.88% Dec 30, 2021 - Nov 6, 2024	-37.46% Jul 21, 2005 - Aug 3, 2009
#2	-16.37% Nov 25, 2024 - Jul 25, 2025	-25.72% Aug 27, 2021 - Nov 8, 2022
#3	-7.42% Mar 4, 2026 - May 29, 2026	-25.45% Nov 28, 2012 - Mar 31, 2016
#4	-6.74% Sep 2, 2020 - Dec 4, 2020	-21.21% Mar 9, 2020 - Nov 30, 2020
#5	-6.55% Sep 3, 2021 - Nov 4, 2021	-17.93% Jun 6, 2016 - Sep 26, 2019
#6	-5.21% Feb 12, 2021 - Mar 15, 2021	-16.23% Mar 17, 2004 - Jan 4, 2005
#7	-5.00% Oct 8, 2025 - Dec 11, 2025	-13.73% Sep 30, 2010 - Sep 13, 2011
#8	-4.57% Nov 9, 2021 - Dec 27, 2021	-13.25% Nov 1, 1999 - Jan 16, 2001
#9	-3.63% May 7, 2021 - May 27, 2021	-10.52% Jun 4, 2003 - Feb 11, 2004
#10	-3.15% Jan 20, 2021 - Feb 8, 2021	-8.54% Sep 11, 2002 - Jan 30, 2003
#11	-2.98% Jan 22, 2026 - Mar 2, 2026	-8.26% Feb 14, 2005 - Jun 30, 2005
#12	-2.97% Dec 11, 2025 - Jan 9, 2026	-6.50% Nov 14, 2001 - Mar 5, 2002
#13	-2.95% Nov 11, 2024 - Nov 25, 2024	-5.87% Mar 6, 2002 - May 1, 2002
#14	-2.37% Jul 12, 2021 - Jul 28, 2021	-5.45% Mar 1, 2012 - Apr 26, 2012
#15	-1.97% Jun 11, 2021 - Jun 28, 2021	-5.44% Nov 30, 2020 - May 7, 2021

Correlation

Correlation between RISN and DTF is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

0.24

-101

Dividend Comparison (2000 - 2026)

RISN vs DTF dividend yield comparison.

Year	RISN	DTF
2026	0.23%	1.42%
2025	0.98%	3.42%
2024	1.39%	3.48%
2023	2.05%	3.63%
2022	1.27%	3.57%
2021	9.74%	4.35%
2020	4.71%	3.22%
2019	0.00%	2.98%
2018	0.00%	5.48%
2017	0.00%	4.95%
2016	0.00%	6.53%
2015	0.00%	5.81%
2014	0.00%	5.46%
2013	0.00%	6.06%
2012	0.00%	5.03%
2011	0.00%	5.34%
2010	0.00%	5.72%
2009	0.00%	4.76%
2008	0.00%	5.02%
2007	0.00%	4.49%
2006	0.00%	5.15%
2005	0.00%	6.19%
2004	0.00%	6.36%
2003	0.00%	6.03%
2002	0.00%	5.58%
2001	0.00%	5.30%
2000	0.00%	2.36%