WWJD

Inspire International ESG ETF
*Unless otherwise stated, data provided by FactSet.

WWJD Fund Description

WWJD offers exposure to equity in large firms outside the US, screened for biblical and ESG values per index provider and weighted equally.

WWJD Factset Analytics Insight

WWDJ holds large-cap stocks in firms from developed and emerging economies outside the US. The fund’s index selects stocks using biblical values and ESG metrics, each as defined by the index provider. The index removes firms related to abortion , gambling alcohol, tobacco, pornography, LGBT lifestyle and human rights violations. Remaining firms are scored on 4 themes: Customers (including business model & innovation), community (impact & giving), workforce (governance) and world (environment and sustainability). The 200 stocks with the highest score make the cut and receive equal weight. Fund documents cite an unremarkable expectation of about 80%/20% split of developed and emerging firms, but it’s unclear if the methodology takes any steps toward that end. Relative to vanilla cap-weighted exposure, equal weighting adds diversification and a bias toward smaller firms, and may produce sizable sector bets. For similar funds outside the segment, see Developed Markets Ex-U.S. Large-cap or Global Ex-U.S. Total Market segments.

PERFORMANCE [as of 07/01/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
WWJD -8.63% -15.29% -18.70% -17.39% -- -- --
WWJD (NAV) -9.44% -15.86% -19.32% -17.98% -- -- --
Inspire Global Hope Ex-US Index -- -- -- -- -- -- --
MSCI ACWI ex USA Large Cap Index -8.33% -13.71% -18.27% -19.25% 1.19% 2.59% 4.71%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

WWJD Summary Data

Inspire
09/30/19
Open-Ended Fund
0.69%
$116.56M
$701.45K
0.40%

WWJD Portfolio Data

$28.52B
13.50
1.81
19.00%
N/A
200

WWJD Index Data

Inspire Global Hope Ex-US Index
Equal
Principles-based
MSCI ACWI ex USA Large Cap Index

WWJD Portfolio Management

0.69%
--
--
--

WWJD Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

WWJD Fund Structure

Open-Ended Fund
No
No
-- / --
N/A
N/A
Low
Daily

WWJD Factset Analytics Block Liquidity

As of 07/04/22
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of WWJD. WWJD is rated a 4 out of 5.

WWJD Tradability

25,991
$701.45K
16,163
$429.69K
0.40%
$0.10
0.19%
1.33% / -1.26%
None
29.00%
50,000
0.32
0.26%
0.03%
0
$24.73
4

WWJD Sector/Industry Breakdown


WWJD
Segment Benchmark
22.53%
--
9.88%
--
7.47%
--
7.44%
--
5.56%
--
5.36%
--
5.07%
--
4.88%
--
4.19%
--
4.15%
--

WWJD Top 10 Holdings[View All]

2.92%
0.59%
0.54%
0.53%
0.53%
0.52%
0.52%
0.51%
0.51%
0.51%
7.67%

WWJD Countries


WWJD
Segment Benchmark
8.95%
7.26%
8.40%
13.02%
7.85%
10.18%
7.39%
5.21%
7.15%
4.71%
6.99%
7.25%
6.79%
1.59%
4.61%
1.18%
3.99%
0.60%
3.53%
1.69%

WWJD Regions


WWJD
Segment Benchmark
60.21%
40.50%
28.63%
44.63%
4.87%
2.28%
3.99%
9.07%
2.29%
3.52%

WWJD Economic Development


WWJD
Segment Benchmark
85.16%
87.22%
14.84%
12.78%

WWJD Performance Statistics

0.83
0.96
0.96
0.97
0.43%
MSCI ACWI ex USA Large Cap Index

WWJD Benchmark Comparison Holdings

200
1041
138
16.85%

WWJD Benchmark Comparison Summary


WWJD
Segment Benchmark
200
1041
$28.52B
$106.22B
13.50
12.97
1.81
1.78
2.77%
2.92%
Low
Low

WWJD Benchmark Comparison Market Cap Size


WWJD
Segment Benchmark
81.92%
94.55%
17.18%
5.41%
0.90%
0.05%
0.00%
0.00%