Inspire 500 ETF Celebrates Strong Two-Year Performance Outpacing S&P 500
Inspire Investing, a leader in Christian-focused Exchange-Traded Funds (ETFs), is celebrating an impressive milestone as its Inspire 500 ETF (NYSE: PTL) marks its second anniversary. Launched on March 25, 2024, this ETF has not only captured the attention of investors but has also significantly outperformed the well-known S&P 500 Index.
As of the two-year mark, the Inspire 500 ETF boasts a total return of 30.55%, slightly ahead of the S&P 500, which registered a return of 29.95% over the same period. This notable performance has sparked increased interest among financial advisors and investors who prioritize low-cost investment options that align with their values.
The geographic scope of the Inspire 500 ETF focuses primarily on large-cap U.S. equities and incorporates a unique screening process to ensure compliance with biblical values. Inspire Investing employs its proprietary Inspire Impact Score methodology, which selects companies that meet ethical and moral standards based on scriptural principles. This commitment to faith-based investment allows investors to build portfolios that resonate with their values while still benefiting from disciplined market exposure.
Since its inception, PTL has seen a solid growth in assets under management, reaching approximately $679.5 million. This surge reflects the increasing demand for biblically responsible investment solutions that do not compromise on quality or cost efficiency. Robert Netzly, CEO of Inspire Investing, expressed his enthusiasm about the ETF’s performance, stating, “Reaching this two-year milestone with nearly $680 million in AUM and strong benchmark-relative performance reinforces the growing demand for biblically responsible investing at scale.”
The ETF's low expense ratio of 0.09%, combined with its passive market cap-weighted structure, makes it an attractive option for retail and institutional investors alike. The design aims to align itself closely with the broader market, while simultaneously providing a vehicle for ethical investing.
In addition to its financial achievements, Inspire Investing is committed to making a positive impact through its Give50 program, donating at least 50% of its net corporate profits towards transformative ministry projects around the globe. Undeniably, initiatives like these further appeal to investors looking for alignment with their philanthropic missions alongside their investment goals.
As Inspire continues to scale and innovate within the realm of faith-oriented investing, its success sets a compelling example for investors seeking to merge values with financial returns. With the increasing recognition of the importance of Environmental, Social, and Governance (ESG) criteria in investing, the faith-based investing sector is poised for continued growth and prominence in the financial landscape.
For more information on the Inspire 500 ETF, visit
Inspire ETF’s website.