Launched on March 25, 2024, the Inspire 500 ETF (PTL Quick QuotePTL - Free Report) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Blend segment of the US equity market.

The fund is sponsored by Inspire. It has amassed assets over $706.90 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

Companies that fall in the large cap category tend to have a market capitalization above $10 billion. Considered a more stable option, large cap companies boast more predictable cash flows and are less volatile than their mid and small cap counterparts.

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 1.22%.

Sector Exposure and Top Holdings

Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, 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 27% of the portfolio. Industrials and Energy round out the top three.

Looking at individual holdings, Broadcom Inc (AVGO) accounts for about 10.67% of total assets, followed by Exxon Mobil Corp (XOM) and Home Depot Inc (HD).

The top 10 holdings account for about 27.18% 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 return is roughly 5.86% so far this year and was up about 33.45% in the last one year (as of 04/10/2026). In the past 52-week period, it has traded between $191.26 and $264.30.

The ETF has a beta of 0.99 and standard deviation of 17.61% for the trailing three-year period. With about 494 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 a great 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 500 Index Fund ETF Shares (VOO) track a similar index. While iShares Core S&P 500 ETF has $748.63 billion in assets, Vanguard 500 Index Fund ETF Shares has $855.18 billion. IVV has an expense ratio of 0.03% and VOO charges 0.03%.

Bottom-Line

While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency.

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.