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RISN vs SPY

Comparison between INSPIRE CAPITAL APPRECIATION ETF (RISN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed RISN, delivering a return of +13.3% compared to +4.5%

RISN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RISN
$85M
Winner
SPY
$735B
Expense Ratio
RISN
0.72%
Winner
SPY
0.09%
Max Drawdown
Winner
RISN
30.39%
SPY
56.47%
Sharpe Ratio
RISN
0.96
Winner
SPY
1.62
5Y Beta
Winner
RISN
0.64
SPY
1.00
P/E Ratio
Winner
RISN
25.80
SPY
28.99
Forward P/E
Winner
RISN
21.80
SPY
22.37
PEG Ratio
RISN
1.74
SPY
N/A
5Y Dividends CAGR
RISN
-22.14%
Winner
SPY
5.43%
5Y EPS CAGR
RISN
18.22%
Winner
SPY
26.05%
Debt to Equity
RISN
N/A
SPY
32.40%
P/S Ratio
Winner
RISN
2.90
SPY
3.74
P/B Ratio
RISN
6.36
Winner
SPY
5.61

RISN vs SPY - Holdings Comparison

RISN and SPY have 18 common holdings. Overlap is 1.48%

RISN's top 25 holdings weight is 93.36%. SPY's top 25 holdings weight is 52.37%.

RankRISNSPY
#1
SCHWAB SHORT-TERM US TREASURY ETF„¢ (SCHO) - 19.38%
NVIDIA CORP (NVDA) - 8.10%
#2
FORTINET INC (FTNT) - 4.82%
APPLE INC (AAPL) - 7.02%
#3
SIRIUS XM HOLDINGS INC (SIRI) - 4.03%
MICROSOFT CORP (MSFT) - 4.79%
#4
LANDSTAR SYSTEM INC (LSTR) - 3.87%
AMAZON.COM INC (AMZN) - 4.02%
#5
OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 3.86%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
TEXAS PACIFIC LAND CORP (TPL) - 3.84%
BROADCOM INC (AVGO) - 3.10%
#7
HESS MIDSTREAM LP CLASS A (HESM) - 3.47%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
MUELLER INDUSTRIES INC (MLI) - 3.33%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
SUPER MICRO COMPUTER INC (SMCI) - 3.31%
TESLA INC (TSLA) - 1.89%
#10
UBIQUITI INC (UI) - 3.16%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
DECKERS OUTDOOR CORP (DECK) - 3.10%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
FASTENAL CO (FAST) - 3.00%
ELI LILLY AND CO (LLY) - 1.31%
#13
EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 2.99%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
MSCI INC (MSCI) - 2.97%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
O'REILLY AUTOMOTIVE INC (ORLY) - 2.91%
EXXON MOBIL CORP (XOM) - 0.97%
#16
LENNOX INTERNATIONAL INC (LII) - 2.83%
INTEL CORP (INTC) - 0.90%
#17
GRAND CANYON EDUCATION INC (LOPE) - 2.73%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
AUTOZONE INC (AZO) - 2.71%
VISA INC CLASS A (V) - 0.85%
#19
THE HOME DEPOT INC (HD) - 2.62%
WALMART INC (WMT) - 0.81%
#20
LOUISIANA-PACIFIC CORP (LPX) - 2.53%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
AUTOMATIC DATA PROCESSING INC (ADP) - 2.51%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
PAYCHEX INC (PAYX) - 2.50%
CATERPILLAR INC (CAT) - 0.66%
#23
POOL CORP (POOL) - 2.31%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
IDEXX LABORATORIES INC (IDXX) - 2.30%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
MANHATTAN ASSOCIATES INC (MANH) - 2.28%
ABBVIE INC (ABBV) - 0.58%
Total Holdings29505

RISN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RISN
+3.31%
SPY
+1.90%
3M
RISN
+1.59%
Winner
SPY
+8.55%
6M
RISN
+3.56%
Winner
SPY
+8.18%
1Y
RISN
+15.52%
Winner
SPY
+25.79%
5Y(CAGR)
RISN
+4.49%
Winner
SPY
+13.32%
10Y(CAGR)
RISN
N/A
SPY
+15.19%
Max(CAGR)
RISN
+7.25%
Winner
SPY
+8.47%

RISN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRISNSPY
2026+5.80%+8.26%
2025+11.52%+18.00%
2024+8.48%+25.59%
2023+10.32%+26.72%
2022-16.95%-18.64%
2021+23.88%+30.52%
2020+7.75%+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

RISN vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current RISN drawdown is -1.11%. The current SPY drawdown is -2.90%.

RankRISNSPY
#1-21.88%
Dec 30, 2021 - Nov 6, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-16.37%
Nov 25, 2024 - Jul 25, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-7.42%
Mar 4, 2026 - May 29, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-6.74%
Sep 2, 2020 - Dec 4, 2020		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.55%
Sep 3, 2021 - Nov 4, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-5.21%
Feb 12, 2021 - Mar 15, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.00%
Oct 8, 2025 - Dec 11, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.57%
Nov 9, 2021 - Dec 27, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.63%
May 7, 2021 - May 27, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.15%
Jan 20, 2021 - Feb 8, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.98%
Jan 22, 2026 - Mar 2, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.97%
Dec 11, 2025 - Jan 9, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.95%
Nov 11, 2024 - Nov 25, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.37%
Jul 12, 2021 - Jul 28, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.97%
Jun 11, 2021 - Jun 28, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RISN and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

RISN vs SPY dividend yield comparison.

YearRISNSPY
20260.23%0.24%
20250.98%1.07%
20241.39%1.21%
20232.05%1.40%
20221.27%1.65%
20219.74%1.20%
20204.71%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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