Broadcom

Exxon Mobil

Home Depot

Linde

Intuitive Surgical

Palantir Technologies

QUALCOMM

Caterpillar

NextEra Energy

Progressive

Inspire 500 ETF

PTL tracks a market-cap-weighted index of 500 large-cap US stocks, selected based on the issuers proprietary criteria of biblical values.

The Inspire 500 ETF, based on Christian values, has underperformed the total market since its launch but is given a Hold rating due to its young age. The PTL ETF aims to replicate the Inspire 500 Index, investing at least 80% of assets in securities aligned with biblical values. PTL's restrictions exclude companies involved in weapons and contraceptives, and it has a yield of about 1.2%, with a growth-oriented style.

Inspire 500 ETF: Not So Much Yet

The Inspire 500 ETF excludes the Magnificent 7 and aligns investments with biblical values, leading to underperformance compared to the S&P 500. PTL's lower tech exposure and higher P/E ratio imply it won't support a core SPY portfolio or act as a counterweight during market downturns. PTL's dividend yield of 0.9% is lower than SPY's 1.2%, offering no advantage for dividend investors.

PTL: Neither Outperformer Nor Counterbalance To SPY And Its Mag-7-Dominant Holdings

SPDR Gold Trust

SPDR Gold MiniShares Trust

Invesco QQQ

Schwab US Dividend Equity ETF

SPDR S&P 500 ETF Trust

The upcoming year presents both uncertainty and opportunity, with potential disruptions from Donald Trump's administration affecting industries tied to government spending and regulations. There are also numerous macro risks and trends to consider. I share three ETFs that, I think, are important to own over the next year.

If I Could Only Own 3 ETFs For The Next Year

BOISE, Idaho , April 24, 2024 /PRNewswire/ -- Inspire Investing, the world's largest provider of faith-based ETFs, recently launched the lowest cost faith-based U.S. large cap ETF available, the Inspire 500 ETF (NYSE: PTL), which reached $100M AUM in just 11 days, from March 25 to April 4, 2024. PTL offers a 0.09% expense ratio, giving faith-based investors access to U.S. large cap, biblically screened companies at the lowest price point available.

Inspire's newest faith-based ETF passes $100M AUM in 11 days

Inspire 100 ETF

On Tuesday, Inspire Investing added to its ETF library with the launch of the Inspire 500 ETF (NYSE Arca: PTL) The fund has a low net expense ratio of 0.09%, on par with the cost of the largest ETF in the world, the SPDR S&P 500 ETF Trust (SPY).

Inspire Adds Low-Cost ETF to Faith-Focused Lineup

BOISE, Idaho , March 26, 2024 /PRNewswire/ -- Inspire Investing, the world's largest provider of faith-based ETFs, has just launched a 0.09% expense ratio U.S. large cap fund, the Inspire 500 ETF [ticker: PTL], ushering in a new era of low cost investing for faith-based investors. PTL is currently the lowest cost faith-based ETF available in the U.S. and is Inspire's ninth fund.

News for Inspire 500 ETF ETF (PTL)