ETFs most similar to ISMD
The funds whose holdings overlap Inspire Small/Mid Cap ETF the most, by weight. as of May 31, 2026SEC filing
By holdings overlap
| Fund | Category | Overlap with ISMD | Fee | Assets | 1Y | Yield | Compare |
|---|---|---|---|---|---|---|---|
| ISMDInspire Small/Mid Cap ETF | Mid Cap Blend | — | 0.53% | $319M | +19.8% | 1.43% | |
| AVSCAvantis U.S. Small Cap Equity ETF | Small Cap Blend | 33% | 0.25% | $3.1B | +21.3% | 1.00% | side by side |
| JPSEJPMorgan Diversified Return US Small Cap Equity ETF | Allocation | 30% | 0.29% | $571M | +14.3% | 1.44% | side by side |
| FNDASchwab Fundamental U.S. Small Company ETF | Multi-Factor | 30% | 0.25% | $8.8B | +14.1% | 1.24% | side by side |
| VIOOVanguard S&P Small-Cap 600 ETF | Small Cap Blend | 30% | 0.07% | $4.0B | +15.3% | 1.18% | side by side |
| IWMiShares Russell 2000 ETF | Small Cap Blend | 30% | 0.19% | $78.7B | +13.1% | 0.98% | side by side |
Overlap is the sum of the smaller of the two weights across every shared holding. Try any combination in the overlap tool.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.