ISMD
Inspire Small/Mid Cap ETF
SMB
Adj. R2
0.962
Rel. Sharpe
0.918
Mkt beta
0.98
AUM
US$275M
MER
0.59%
Valuation
116
ETF comparison
Verified factor-similar pair
ISMD vs NUSC
These two ETFs meet the same FF6 US comparison criteria: US-listed equity ETFs, the same USD model basis, at least one material non-market factor, and 100% overlap in statistically significant material factor exposure.
SMB
Similarity score
88
Verified similar
The score combines exposure-level distance, factor-vector shape, market-beta closeness, and a small backtested relative-Sharpe term.
Quick Read
- ISMD has the higher backtested relative Sharpe (0.918 vs 0.789).
- NUSC has the lower published fee (0.31% vs 0.59%).
- ISMD is cheaper on dividend valuation (116 vs 303, where 100 is each fund's historical median).
- NUSC has the stronger regression fit (adjusted R-squared 0.971 vs 0.962).
These are screening signals, not a complete review of portfolio construction, turnover, taxes, or trading quality.
NUSC
Nuveen ESG Small-Cap ETF
SMB
Adj. R2
0.971
Rel. Sharpe
0.789
Mkt beta
1.00
AUM
US$1.3B
MER
0.31%
Valuation
303
Factor Exposure Match
Blue bars compare raw factor beta magnitude. Green bars compare absolute t-stat strength. Dim bars indicate the t-stat is below 1.96.
SMB
diff +0.08
HML
diff +0.06
RMW
diff +0.01
CMA
diff +0.10
UMD
diff -0.04
Why This Pair Matches
Exposure level
86
Exposure shape
99
Mkt beta diff
0.02
Rel. Sharpe diff
0.130
This comparison focuses on measured factor exposure. It does not compare holdings methodology, turnover, tax handling, or issuer process. Backtested relative Sharpe is a secondary signal rather than a stand-alone forecast. See methodology.
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