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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 +13.0% compared to +4.3%

RISN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
RISN
$80M
Winner
SPY
$781B
Expense Ratio
RISN
0.72%
Winner
SPY
0.09%
Max Drawdown
Winner
RISN
30.39%
SPY
56.47%
Sharpe Ratio
RISN
0.71
Winner
SPY
1.25
5Y Beta
Winner
RISN
0.63
SPY
1.00
P/E Ratio
Winner
RISN
26.46
SPY
28.78
Forward P/E
RISN
21.95
Winner
SPY
21.23
PEG Ratio
RISN
1.84
SPY
N/A
5Y Dividends CAGR
RISN
-20.37%
Winner
SPY
6.00%
5Y EPS CAGR
RISN
19.21%
Winner
SPY
25.62%
Debt to Equity
RISN
N/A
SPY
31.92%
P/S Ratio
Winner
RISN
2.98
SPY
3.76
P/B Ratio
RISN
6.57
Winner
SPY
5.64

RISN vs SPY - Holdings Comparison

RISN and SPY have 17 common holdings. Overlap is 1.53%

RISN's top 25 holdings weight is 93.23%. SPY's top 25 holdings weight is 51.74%.

RankRISNSPY
#1
SCHWAB SHORT-TERM US TREASURY ETF„¢ (SCHO) - 19.03%
NVIDIA CORP (NVDA) - 7.89%
#2
FORTINET INC (FTNT) - 5.49%
APPLE INC (AAPL) - 7.37%
#3
LANDSTAR SYSTEM INC (LSTR) - 4.08%
MICROSOFT CORP (MSFT) - 4.50%
#4
SIRIUS XM HOLDINGS INC (SIRI) - 4.00%
AMAZON.COM INC (AMZN) - 3.82%
#5
OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 3.95%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
TEXAS PACIFIC LAND CORP (TPL) - 3.94%
BROADCOM INC (AVGO) - 2.86%
#7
LENNOX INTERNATIONAL INC (LII) - 3.26%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
FASTENAL CO (FAST) - 3.17%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
HESS MIDSTREAM LP CLASS A (HESM) - 3.13%
TESLA INC (TSLA) - 1.70%
#10
MUELLER INDUSTRIES INC (MLI) - 3.01%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 3.00%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
DECKERS OUTDOOR CORP (DECK) - 2.89%
ELI LILLY AND CO (LLY) - 1.40%
#13
THE HOME DEPOT INC (HD) - 2.88%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
LOUISIANA-PACIFIC CORP (LPX) - 2.83%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
O'REILLY AUTOMOTIVE INC (ORLY) - 2.81%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
UBIQUITI INC (UI) - 2.77%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
MSCI INC (MSCI) - 2.76%
VISA INC CLASS A (V) - 0.90%
#18
MEDPACE HOLDINGS INC (MEDP) - 2.65%
WALMART INC (WMT) - 0.76%
#19
POOL CORP (POOL) - 2.59%
INTEL CORP (INTC) - 0.75%
#20
SUPER MICRO COMPUTER INC (SMCI) - 2.57%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
QUALYS INC (QLYS) - 2.56%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
PAYCHEX INC (PAYX) - 2.52%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
AUTOMATIC DATA PROCESSING INC (ADP) - 2.46%
ABBVIE INC (ABBV) - 0.66%
#24
AUTOZONE INC (AZO) - 2.46%
CATERPILLAR INC (CAT) - 0.65%
#25
GRAND CANYON EDUCATION INC (LOPE) - 2.42%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings29505

RISN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
RISN
+2.90%
SPY
+0.52%
3M
RISN
+2.49%
Winner
SPY
+6.55%
6M
RISN
+2.27%
Winner
SPY
+9.76%
1Y
RISN
+12.48%
Winner
SPY
+20.32%
5Y(CAGR)
RISN
+4.29%
Winner
SPY
+13.01%
10Y(CAGR)
RISN
N/A
SPY
+15.06%
Max(CAGR)
RISN
+7.23%
Winner
SPY
+8.50%

RISN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRISNSPY
2026+6.64%+10.11%
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 -2.16%. The current SPY drawdown is -1.24%.

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
#9-3.80%
Jun 4, 2026 - Jul 2, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.63%
May 7, 2021 - May 27, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.15%
Jan 20, 2021 - Feb 8, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.98%
Jan 22, 2026 - Mar 2, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.97%
Dec 11, 2025 - Jan 9, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.95%
Nov 11, 2024 - Nov 25, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.37%
Jul 12, 2021 - Jul 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
20260.54%0.49%
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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