Inspire 500 ETF Tops S&P 500 with 30.55% Two-Year Return and $679.5 M AUM
Since its March 25, 2024 launch, Inspire 500 ETF (PTL) amassed $679.5 million in assets under management and delivered a 30.55% total return over two years versus 29.95% for the S&P 500. Its 0.09% expense ratio underpins cost-efficient, faith-based large-cap equity exposure.
1. Launch and Performance
The Inspire 500 ETF began trading on March 25, 2024 and has since delivered a cumulative 30.55% total return through March 25, 2026, marginally outpacing the S&P 500’s 29.95% gain over the same two-year span.
2. Asset Growth
Investor demand has driven the fund’s assets under management to $679.5 million as of the ETF’s second anniversary, reflecting growing interest in biblically responsible investment strategies at scale.
3. Expense Ratio and Structure
PTL operates with a 0.09% expense ratio and employs a passive, market cap–weighted framework that tracks 500 large-cap U.S. companies screened for alignment with Inspire’s biblical values criteria via the proprietary Inspire Impact Score.
4. Investor Implications
Designed as a core equity holding for faith-based portfolios, the ETF seeks to balance disciplined index exposure and low cost with values-driven company selection, offering advisors and investors an integrated solution for large-cap U.S. equity allocations.