Designed to provide broad exposure to the Large Cap Blend segment of the US equity market, the Inspire 500 ETF (PTL) is a passively managed exchange traded fund launched on March 25, 2024.

The fund is sponsored by Inspire. It has amassed assets over $899.54 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

Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.

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 1.12%.

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 30.5% of the portfolio. Industrials and Energy round out the top three.

Looking at individual holdings, Broadcom Inc (AVGO) accounts for about 10.59% of total assets, followed by Exxonmobil Holdi (XOM) and Caterpillar Inc (CAT).

The top 10 holdings account for about 28.52% 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 16.98% so far this year and it's up approximately 22.44% in the last one year (as of 08/10/2026). In the past 52-week period, it has traded between $236.73 and $291.93.

The ETF has a beta of 0.98 and standard deviation of 17.41% for the trailing three-year period. With about 471 holdings, it effectively diversifies company-specific risk.

Alternatives

Inspire 500 ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, PTL is a reasonable option for those seeking exposure to the Style Box - Large Cap Blend area of the market. Investors might also want to consider some other ETF options in the space.

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 $905.30 billion in assets, Vanguard 500 Index Fund ETF Shares has $1,032.31 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.

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Inspire 500 ETF (PTL): ETF Research Reports

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research