ETF Copilot
ESG

Is ISMD a good investment?

Updated October 9, 2026

Inspire Small/Mid Cap ETF (ISMD) is a ESG ETF. As of October 9, 2026, ETF Copilot scores ISMD 3.2 out of 10 — highest on Value (5.0), lowest on Quality (0.4). It trades at 17.9 times earnings, against its own median of 16.6. Its ten largest holdings are 2% of the fund.

What stands out in ISMD's data

U.S. small/mid-cap stocks screened for faith-aligned values.

Trades at a lower price than nearly any peer — but the cheapness comes with weaker margins.

Its trailing EBITDA multiple of 10.8x sits in the cheapest 10% of the category, well under the 15.9x median. Profitability runs thin: EBITDA margin of 17.6%.

A values-tilted sleeve for the small-cap allocation, bought at a discount to the category.

Why did ISMD move this week? It fell 1.0% in the week to October 9, 2026 — EOS Energy Enterprises and Aehr Test Systems drove it

ISMD fell 1.0% in the week to October 9, 2026. The holdings that moved it most were EOS Energy Enterprises (−21.5%), Aehr Test Systems (−21.1%) and Energy Vault (−17.5%); Pacira Biosciences (+44.0%) pushed the other way.

How is ISMD rated? ETF Copilot scores Inspire Small/Mid Cap ETF (ISMD) 3.2 out of 10

As of October 9, 2026, ETF Copilot scores Inspire Small/Mid Cap ETF (ISMD) 3.2 out of 10 overall.

ETF Copilot scores (0–10 scale, higher is better):

  • Overall: 3.2 / 10
  • Growth: 1.9 / 10
  • Value: 5.0 / 10
  • Risk: 3.9 / 10
  • Quality: 0.4 / 10
  • Return: 4.8 / 10

Is ISMD expensive right now? It trades at 17.9 times earnings, against its own median of 16.6

As of October 9, 2026, ISMD is more expensive than 84% of its own last 9 years.

Trailing 12 months, built from ISMD's holdings. How we calculate this →

What's inside ISMD? 16% Tech

What's inside ISMD: Size (Large 0%, Mid 14%, Small 87%); Geography (International 1%, US 99%); Tech 16.2%; AI 0.2%; Semiconductors 3.1%; Memory 0.2%.

What are ISMD's top holdings? The ten largest are 2% of the fund

Penguin Solution, Maxlinear, Apogee Enterpr, Adtran, Vishay Intertech, Wabash National, Lindblad Expedit, Enova Internatio, Netskope and Fuelcell Energy are ISMD's largest holdings, in that order.

Less concentrated than 98% of ESG ETFs.

Half of ISMD's weight sits in its 241 largest positions, and once those weights are taken into account it behaves like 497 equally weighted holdings.

What is ISMD's expense ratio? 0.53% a year

As of October 9, 2026, ISMD charges 0.53% a year, yields 1.43% and holds $319M in assets across 499 positions.

Inspire Small/Mid Cap ETF (ISMD) — cost, income and size
MeasureISMD
Expense ratio0.53%
Dividend yield1.43%
Assets under management$319M
Holdings499

Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.

Cite this

ETF Copilot, “Inspire Small/Mid Cap ETF (ISMD) scores and holdings analysis”, as of October 9, 2026.
https://etf-copilot.com/etf/ismd

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