ETF PROAI

PTLvsSCHB

INSPIRE 500 ETF against Schwab U.S. Broad Market ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
PTL 110SCHB 115Oct 25Oct 26GROWTH OF $100
Head to head
PTLSCHB
Expense ratio—0.030%
Assets$184M$30.7B
Net flow, 1 month——
Net flow, 1 year——
Return, YTD+11.1%+12.9%
Return, 1 year+9.7%+14.6%
Avg daily volume22K9.2M
Holdings02424
ListedJun 29, 2024Nov 3, 2009
Options marketNoYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.