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Should Inspire 500 ETF (PTL) Be on Your Investing Radar?
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Looking for broad exposure to the Large Cap Blend segment of the US equity market? You should consider the Inspire 500 ETF (PTL - Free Report) , a passively managed exchange traded fund launched on March 25, 2024.
The fund is sponsored by Inspire. It has amassed assets over $640.94 million, making it one of the average sized ETFs attempting to match the Large Cap Blend segment of the US equity market.
Why Large Cap Blend
Large cap companies typically have a market capitalization above $10 billion. They tend to be stable companies with predictable cash flows and are usually less volatile than mid and small cap companies.
Typically holding a combination of both growth and value stocks, blend ETFs also demonstrate qualities seen in value and growth investments.
Costs
When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal.
Annual operating expenses for this ETF are 0.09%, making it one of the least expensive products in the space.
It has a 12-month trailing dividend yield of 1.23%.
Sector Exposure and Top Holdings
While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis.
This ETF has heaviest allocation to the Information Technology sector -- about 25.3% of the portfolio. Industrials and Energy round out the top three.
Looking at individual holdings, Broadcom Inc (AVGO) accounts for about 11.28% of total assets, followed by Exxon Mobil Corp (XOM) and Home Depot Inc (HD).
The top 10 holdings account for about 27.14% of total assets under management.
Performance and Risk
PTL seeks to match the performance of the INSPIRE 500 INDEX before fees and expenses. The Inspire 500 Index is a market cap weighted, annually reconstituted index comprised of the stock of the 500 largest United States companies with Inspire Impact Scores greater than or equal to zero.
The ETF has added roughly 1.16% so far this year and is up roughly 13.05% in the last one year (as of 02/06/2026). In the past 52-week period, it has traded between $181.36 and $260.06.
The ETF has a beta of 1.05 and standard deviation of 17.47% for the trailing three-year period. With about 495 holdings, it effectively diversifies company-specific risk.
Alternatives
Inspire 500 ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, PTL is an outstanding option for investors seeking exposure to the Style Box - Large Cap Blend segment of the market. There are other additional ETFs in the space that investors could consider as well.
The iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO) track a similar index. While iShares Core S&P 500 ETF has $747.31 billion in assets, Vanguard S&P 500 ETF has $844.90 billion. IVV has an expense ratio of 0.03% and VOO charges 0.03%.
Bottom-Line
An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.
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Should Inspire 500 ETF (PTL) Be on Your Investing Radar?
Looking for broad exposure to the Large Cap Blend segment of the US equity market? You should consider the Inspire 500 ETF (PTL - Free Report) , a passively managed exchange traded fund launched on March 25, 2024.
The fund is sponsored by Inspire. It has amassed assets over $640.94 million, making it one of the average sized ETFs attempting to match the Large Cap Blend segment of the US equity market.
Why Large Cap Blend
Large cap companies typically have a market capitalization above $10 billion. They tend to be stable companies with predictable cash flows and are usually less volatile than mid and small cap companies.
Typically holding a combination of both growth and value stocks, blend ETFs also demonstrate qualities seen in value and growth investments.
Costs
When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal.
Annual operating expenses for this ETF are 0.09%, making it one of the least expensive products in the space.
It has a 12-month trailing dividend yield of 1.23%.
Sector Exposure and Top Holdings
While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis.
This ETF has heaviest allocation to the Information Technology sector -- about 25.3% of the portfolio. Industrials and Energy round out the top three.
Looking at individual holdings, Broadcom Inc (AVGO) accounts for about 11.28% of total assets, followed by Exxon Mobil Corp (XOM) and Home Depot Inc (HD).
The top 10 holdings account for about 27.14% of total assets under management.
Performance and Risk
PTL seeks to match the performance of the INSPIRE 500 INDEX before fees and expenses. The Inspire 500 Index is a market cap weighted, annually reconstituted index comprised of the stock of the 500 largest United States companies with Inspire Impact Scores greater than or equal to zero.
The ETF has added roughly 1.16% so far this year and is up roughly 13.05% in the last one year (as of 02/06/2026). In the past 52-week period, it has traded between $181.36 and $260.06.
The ETF has a beta of 1.05 and standard deviation of 17.47% for the trailing three-year period. With about 495 holdings, it effectively diversifies company-specific risk.
Alternatives
Inspire 500 ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, PTL is an outstanding option for investors seeking exposure to the Style Box - Large Cap Blend segment of the market. There are other additional ETFs in the space that investors could consider as well.
The iShares Core S&P 500 ETF (IVV) and the Vanguard S&P 500 ETF (VOO) track a similar index. While iShares Core S&P 500 ETF has $747.31 billion in assets, Vanguard S&P 500 ETF has $844.90 billion. IVV has an expense ratio of 0.03% and VOO charges 0.03%.
Bottom-Line
An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.
To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center.