Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
WWJD
Upturn stock ratingUpturn stock rating

Inspire International ESG ETF (WWJD)

Upturn stock ratingUpturn stock rating
$31.18
Delayed price
Profit since last BUY3.42%
upturn advisory
Consider higher Upturn Star rating
BUY since 36 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

03/27/2025: WWJD (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

ratingratingratingratingrating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

ratingratingratingratingrating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit -9.83%
Avg. Invested days 35
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/27/2025

Key Highlights

Volume (30-day avg) 29878
Beta 1.06
52 Weeks Range 28.08 - 32.73
Updated Date 03/28/2025
52 Weeks Range 28.08 - 32.73
Updated Date 03/28/2025

ai summary icon Upturn AI SWOT

Inspire International ESG ETF

stock logo

ETF Overview

Overview

The Inspire International ESG ETF (NYSE Arca: WWJD) seeks to provide investment results that correspond to the Inspire International ESG Index. It focuses on international equities screened for alignment with biblical values and ESG principles.

Reputation and Reliability

Inspire Funds is known for its biblically responsible investing (BRI) approach. They have a specific screening process for values alignment.

Management Expertise

Inspire Funds has a dedicated team focused on values-based investing and ESG integration.

Investment Objective

Goal

To provide investment results that correspond to the price and yield performance of the Inspire International ESG Index.

Investment Approach and Strategy

Strategy: WWJD tracks the Inspire International ESG Index, which screens companies based on biblical values and ESG criteria.

Composition Primarily holds international equities across various sectors, screened for adherence to Inspire's ethical and environmental standards.

Market Position

Market Share: Specific market share data for WWJD is limited and varies depending on the specific ESG international ETF category definitions used.

Total Net Assets (AUM): 140000000

Competitors

Key Competitors

  • VEU
  • IXUS
  • ACWX

Competitive Landscape

The competitive landscape is dominated by larger, broad-market international ETFs. WWJD differentiates itself through its values-based screening, which may attract a specific investor base, but its AUM and liquidity are generally smaller than those of VEU, IXUS and ACWX. This focus is both an advantage, in targeting ethical investors, and a disadvantage, in limiting the investable universe and potentially increasing tracking error.

Financial Performance

Historical Performance: Historical performance data should be analyzed directly from financial data providers like Yahoo Finance or Bloomberg.

Benchmark Comparison: Benchmark comparison requires analyzing WWJD's performance against the Inspire International ESG Index (or a similar ESG-focused international index).

Expense Ratio: 0.0049

Liquidity

Average Trading Volume

WWJD has a moderate average trading volume, which can fluctuate based on market conditions.

Bid-Ask Spread

The bid-ask spread for WWJD may be wider than more liquid ETFs, reflecting its smaller AUM and trading volume.

Market Dynamics

Market Environment Factors

Economic growth in international markets, global trade policies, and investor sentiment towards ESG investing influence WWJD.

Growth Trajectory

Growth is tied to increasing investor interest in ESG and values-based investing, along with Inspire's ability to attract assets.

Moat and Competitive Advantages

Competitive Edge

WWJD's competitive edge lies in its unique combination of international equity exposure and biblically responsible investing (BRI) screening. It caters to investors seeking alignment with Christian values. This differentiation allows it to capture a niche market segment. However, this screening inherently limits the investment universe and could impact performance relative to broader international ESG ETFs.

Risk Analysis

Volatility

WWJD's volatility is tied to the volatility of the underlying international equities and currency fluctuations.

Market Risk

Market risk includes economic downturns in international markets, geopolitical events, and changes in ESG regulations.

Investor Profile

Ideal Investor Profile

The ideal investor is a long-term investor seeking international equity exposure while adhering to biblical values and ESG principles.

Market Risk

WWJD is suitable for long-term investors who prioritize ethical and environmental considerations alongside financial returns. It may not be suitable for active traders due to potentially lower liquidity.

Summary

Inspire International ESG ETF (WWJD) provides exposure to international equities screened according to biblical values and ESG standards. Its focus on ethical investing caters to a specific niche of investors. While it offers a unique approach, potential investors should consider the fund's relatively smaller AUM and liquidity compared to broad-market international ETFs. Performance should be carefully evaluated against its benchmark and competing ESG funds. This ETF is most suitable for long-term investors aligned with its values-based investment philosophy.

Similar Companies

  • ESGU
  • VSGX
  • CRBN
  • DSI

Sources and Disclaimers

Data Sources:

  • Inspire Funds website
  • Yahoo Finance
  • Bloomberg

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Inspire International ESG ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund generally invests at least 80% of its total assets in the component securities of the index. The index provider selects foreign (including emerging markets) equity securities from a global universe of publicly traded equity securities of large capitalization foreign and emerging market companies which have an Inspire Impact Score" of zero or higher.

Upturn is now on iOS and Android!

Experience Upturn on your mobile. Install it now!​