RISN vs SPBW

Comparison between INSPIRE CAPITAL APPRECIATION ETF (RISN, ETF) and ALLIANZIM BUFFER20 ALLOCATION ETF (SPBW, ETF).

RISN vs SPBW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RISN(ETF)	SPBW(ETF)
Net Assets	$80M	$80M
Expense Ratio	0.72%	0.79%
Max Drawdown	30.39%	8.76%
Sharpe Ratio	0.71	1.43
5Y Beta	0.63	0.40
P/E Ratio	26.46	N/A
Forward P/E	21.95	N/A
PEG Ratio	1.84	N/A
5Y Dividends CAGR	-20.37%	N/A
5Y EPS CAGR	19.21%	N/A
P/S Ratio	2.98	N/A
P/B Ratio	6.57	N/A

Net Assets

Winner

RISN

$80M

SPBW

$80M

Expense Ratio

Winner

RISN

0.72%

SPBW

0.79%

Max Drawdown

RISN

30.39%

Winner

SPBW

8.76%

Sharpe Ratio

RISN

0.71

Winner

SPBW

1.43

5Y Beta

RISN

0.63

Winner

SPBW

0.40

P/E Ratio

RISN

26.46

SPBW

N/A

Forward P/E

RISN

21.95

SPBW

N/A

PEG Ratio

RISN

1.84

SPBW

N/A

5Y Dividends CAGR

RISN

-20.37%

SPBW

N/A

5Y EPS CAGR

RISN

19.21%

SPBW

N/A

P/S Ratio

RISN

2.98

SPBW

N/A

P/B Ratio

RISN

6.57

SPBW

N/A

RISN vs SPBW - Holdings Comparison

RISN and SPBW have 0 common holdings. Overlap is 0.00%

RISN's top 25 holdings weight is 93.23%. SPBW's top 25 holdings weight is 100.00%.

Rank	RISN	SPBW
#1	SCHWAB SHORT-TERM US TREASURY ETF„¢ (SCHO) - 19.03%	ALLIANZIM US EQUITY BUFFER20 DEC ETF (DECW) - 8.44%
#2	FORTINET INC (FTNT) - 5.49%	ALLIANZIM US EQUITY BUFFER20 MAR ETF (MARW) - 8.37%
#3	LANDSTAR SYSTEM INC (LSTR) - 4.08%	ALLIANZIM US EQUITY BUFFER20 NOV ETF (NVBW) - 8.36%
#4	SIRIUS XM HOLDINGS INC (SIRI) - 4.00%	ALLIANZIM US EQUITY BUFFER20 AUG ETF (AUGW) - 8.36%
#5	OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 3.95%	ALLIANZIM US EQUITY BUFFER20 OCT ETF (OCTW) - 8.35%
#6	TEXAS PACIFIC LAND CORP (TPL) - 3.94%	ALLIANZIM US EQUITY BUFFER20 FEB ETF (FEBW) - 8.35%
#7	LENNOX INTERNATIONAL INC (LII) - 3.26%	ALLIANZIM US EQUITY BUFFER20 JUL ETF (JULW) - 8.35%
#8	FASTENAL CO (FAST) - 3.17%	ALLIANZIM US EQUITY BUFFER20 SEP ETF (SEPW) - 8.34%
#9	HESS MIDSTREAM LP CLASS A (HESM) - 3.13%	ALLIANZIM US EQUITY BUFFER20 JAN ETF (JANW) - 8.34%
#10	MUELLER INDUSTRIES INC (MLI) - 3.01%	ALLIANZIM US EQUITY BUFFER20 APR ETF (APRW) - 8.29%
#11	EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 3.00%	ALLIANZIM US EQUITY BUFFER20 MAY ETF (MAYW) - 8.23%
#12	DECKERS OUTDOOR CORP (DECK) - 2.89%	ALLIANZIM US EQUITY BUFFER20 JUN ETF (JUNW) - 8.22%
#13	THE HOME DEPOT INC (HD) - 2.88%	N/A
#14	LOUISIANA-PACIFIC CORP (LPX) - 2.83%	N/A
#15	O'REILLY AUTOMOTIVE INC (ORLY) - 2.81%	N/A
#16	UBIQUITI INC (UI) - 2.77%	N/A
#17	MSCI INC (MSCI) - 2.76%	N/A
#18	MEDPACE HOLDINGS INC (MEDP) - 2.65%	N/A
#19	POOL CORP (POOL) - 2.59%	N/A
#20	SUPER MICRO COMPUTER INC (SMCI) - 2.57%	N/A
#21	QUALYS INC (QLYS) - 2.56%	N/A
#22	PAYCHEX INC (PAYX) - 2.52%	N/A
#23	AUTOMATIC DATA PROCESSING INC (ADP) - 2.46%	N/A
#24	AUTOZONE INC (AZO) - 2.46%	N/A
#25	GRAND CANYON EDUCATION INC (LOPE) - 2.42%	N/A
Total Holdings	29	12

RISN vs SPBW - Historical Returns

Returns include dividend reinvestment.

Period	RISN	SPBW
1 month	+2.90%	+0.54%
3 months	+2.49%	+2.73%
6 months	+2.27%	+4.73%
1 year	+12.48%	+10.02%
5 years(CAGR)	+4.29%	N/A
Max(CAGR)	+7.23%	+9.65%

Winner

RISN

+2.90%

SPBW

+0.54%

RISN

+2.49%

Winner

SPBW

+2.73%

RISN

+2.27%

Winner

SPBW

+4.73%

Winner

RISN

+12.48%

SPBW

+10.02%

5Y(CAGR)

RISN

+4.29%

SPBW

N/A

Max(CAGR)

RISN

+7.23%

Winner

SPBW

+9.65%

RISN vs SPBW - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	RISN	SPBW
2026	+6.64%	+5.00%
2025	+11.52%	+9.57%
2024	+8.48%	N/A
2023	+10.32%	N/A
2022	-16.95%	N/A
2021	+23.88%	N/A
2020	+7.75%	N/A

RISN vs SPBW Drawdown Comparison

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

The maximum drawdown for SPBW was -8.76%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.

The current RISN drawdown is -2.16%. The current SPBW drawdown is -0.29%.

Rank	RISN	SPBW
#1	-21.88% Dec 30, 2021 - Nov 6, 2024	-8.76% Feb 19, 2025 - Jun 3, 2025
#2	-16.37% Nov 25, 2024 - Jul 25, 2025	-2.86% Jan 27, 2026 - Apr 9, 2026
#3	-7.42% Mar 4, 2026 - May 29, 2026	-1.40% Oct 27, 2025 - Nov 25, 2025
#4	-6.74% Sep 2, 2020 - Dec 4, 2020	-1.14% Jun 1, 2026 - Jun 15, 2026
#5	-6.55% Sep 3, 2021 - Nov 4, 2021	-0.83% Oct 6, 2025 - Oct 20, 2025
#6	-5.21% Feb 12, 2021 - Mar 15, 2021	-0.76% Jul 28, 2025 - Aug 8, 2025
#7	-5.00% Oct 8, 2025 - Dec 11, 2025	-0.68% Jan 12, 2026 - Jan 26, 2026
#8	-4.57% Nov 9, 2021 - Dec 27, 2021	-0.63% Jun 18, 2026 - Jul 6, 2026
#9	-3.80% Jun 4, 2026 - Jul 2, 2026	-0.57% Jul 15, 2026 - Jul 20, 2026
#10	-3.63% May 7, 2021 - May 27, 2021	-0.54% Jan 8, 2025 - Jan 15, 2025
#11	-3.15% Jan 20, 2021 - Feb 8, 2021	-0.51% Jun 12, 2025 - Jun 16, 2025
#12	-2.98% Jan 22, 2026 - Mar 2, 2026	-0.44% Aug 13, 2025 - Aug 22, 2025
#13	-2.97% Dec 11, 2025 - Jan 9, 2026	-0.44% Jun 16, 2025 - Jun 23, 2025
#14	-2.95% Nov 11, 2024 - Nov 25, 2024	-0.43% Jan 23, 2025 - Feb 6, 2025
#15	-2.37% Jul 12, 2021 - Jul 28, 2021	-0.39% Dec 11, 2025 - Dec 19, 2025