0.09% Biblically Responsible ETF Outperforms S&P 500 Index in Two Years Since Launch

Rhea-AI Summary

Inspire Investing (NYSE: PTL) marks the two-year anniversary of the Inspire 500 ETF, a 0.09% expense large-cap, biblically responsible ETF launched on March 25, 2024. As of March 25, 2026 the fund reached $679.5 million AUM and posted a 30.55% total return over two years, versus the S&P 500's 29.95%.

The announcement highlights sustained investor demand for low-cost, values-aligned U.S. large-cap exposure and cites continued momentum among advisors and investors.

Positive

• AUM $679.5M as of March 25, 2026
• 2-year total return 30.55% versus S&P 500 29.95%
• Low expense 0.09% supports cost-efficient core holding

Negative

• None.

News Market Reaction – PTL

+1.25%

+1.25% Session close to close

In the Apr 22 session, PTL gained 1.25%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Market Context

This announcement highlights PTL’s growth to $679.5 million in assets under management and a two-yea...

Analysis

This announcement highlights PTL’s growth to $679.5 million in assets under management and a two-year total return of 30.55%, modestly ahead of the S&P 500’s 29.95%. Combined with a low stated expense ratio of 0.09%, the news underscores ongoing asset gathering after surpassing $500 million AUM in 2025. Investors may watch future AUM milestones, long-term index-relative performance, and fee competitiveness as key indicators of the strategy’s traction.

Key Figures

Expense ratio: 0.09% AUM: $679.5 million Total return: 30.55% +5 more

8 metrics

Expense ratio 0.09% Cited as lowest-cost faith-based ETF as of 9/30/2025

AUM $679.5 million Inspire 500 ETF assets under management as of 3/25/2026

Total return 30.55% PTL total return from 3/25/2024 through 3/25/2026

Benchmark return 29.95% S&P 500 Index total return from 3/25/2024 through 3/25/2026

AUM milestone $500 million PTL assets under management on 11/12/2025

Prior AUM level $300 million PTL assets under management on 5/2/2025

AUM growth 63% Growth in AUM since May 2025 after crossing $300 million

Time since launch 18 months Time to reach $500 million AUM after 3/25/2024 launch

Historical Context

1 past event · Latest: Nov 12 (Positive)

Pattern 1 events

Date	Event	Sentiment	24h Move	Catalyst
Nov 12	AUM milestone	Positive	+0.0%	PTL surpassed $500 million in AUM about 18 months after launch.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Prior AUM milestone news saw a flat 0% next-day move despite positive developments.

Recent Company History

This announcement highlights PTL’s growth to $679.5 million in AUM and a two-year total return of 30.55% vs the S&P 500’s 29.95%. Previously, on Nov 12, 2025, PTL reported surpassing $500 million in AUM roughly 18 months after launch, up from $300 million in May 2025 and a 0.09% expense ratio. That earlier milestone produced a 0% 24-hour price reaction, suggesting past positive asset-gathering news did not immediately move the share price.

Key Terms

etf, assets under management, expense ratio

3 terms

etf financial

"Inspire Investing, the world's largest provider of Christian ETFs (as of 12/31/2025)"

An ETF, or exchange-traded fund, is like a basket of different investments such as stocks or bonds that you can buy or sell easily on the stock market, just like a regular share. It allows people to invest in many companies at once, making it a simple way to grow savings without picking individual stocks.

View in glossary

assets under management financial

"PTL has grown to $679.5 million in assets under management, reflecting continued investor demand"

Assets under management (AUM) is the total value of all the investments that a financial company or fund is responsible for overseeing on behalf of its clients. It’s like a big bucket that shows how much money the firm is managing for people or organizations. A higher AUM often indicates a larger, more trusted company, and it can influence how much money they earn and the services they can offer.

expense ratio financial

"offers diversified large-cap exposure with a 0.09% expense ratio, cited as the lowest-cost"

The expense ratio is the annual fee a mutual fund or exchange-traded fund charges to cover its operating costs, shown as a percentage of the fund’s assets. Think of it like a yearly maintenance or subscription fee that quietly reduces your investment’s returns; even small differences matter over time because the fee compounds against your gains. Investors compare expense ratios to judge how much of their returns will be eaten by fund costs.

View in glossary

AI-generated analysis. How Rhea-AI works. Not financial advice.

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BOISE, Idaho, April 22, 2026 /PRNewswire/ -- Inspire Investing, the world's largest provider of Christian ETFs (as of 12/31/2025), celebrates the 2nd anniversary of the groundbreaking Inspire 500 ETF (NYSE: PTL), a low-cost large cap faith-based ETF designed to serve as a core U.S. equity holding for biblically responsible investors.

Since launching on March 25, 2024, PTL has continued to gain momentum among advisors and investors seeking low-cost, values-aligned exposure to U.S. large cap equities.

As of March 25, 2026, PTL has grown to $679.5 million in assets under management, reflecting continued investor demand for faith-based investing solutions that combine biblical alignment with institutional-quality portfolio construction.

Total return for the period 3/25/24 through 3/25/26

Inspire 500 (PTL)	30.55 %
S&P 500 Index (SPX)	29.95 %

Performance data quoted represents past performance and is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For the most recent month-end performance and standardized performances, please call (877) 658-9473 or visit the Fund's website at www.inspireetf.com/ptl.

"PTL was built to give faith-based investors a true core large-cap solution—one that doesn't force them to choose between biblical values, cost efficiency, and disciplined index exposure," said Robert Netzly, CEO of Inspire Investing. "Reaching this two-year milestone with nearly $680 million in AUM and strong benchmark-relative performance reinforces the growing demand for biblically responsible investing at scale."

About the Inspire 500 ETF (NYSE: PTL)

PTL was launched on March 25, 2024, and is constructed to be a core holding for equity portfolio allocations, providing exposure to 500 of the largest United States companies by market capitalization that meet Inspire's biblical values criteria through the Inspire Impact Score methodology.

With an expense ratio of 0.09%, a passive market cap-weighted structure, and exposure designed to align with the Inspire 500 Index, PTL seeks to provide efficient, low-cost equity exposure for faith-based investors.

Visit www.inspireetf.com/ptl to learn more.

About Inspire Investing

Inspire Investing is the world's largest provider of Christian ETFs (as of 12/31/2025), offering a full suite of biblically responsible investment solutions for financial advisors, institutions, and individual investors. Through its proprietary Inspire Impact Score™ methodology, Inspire seeks to identify companies aligned with biblical values while avoiding exposure to companies engaged in activities inconsistent with those principles.

Inspire has gained recognition by FA Magazine nine times since 2017, making the Top 50 Fastest Growing Firms list three of those times. Inspire was also recognized in The Financial Times' "Americas' Fastest Growing Companies" four times and the Inc. 5000 list of fastest-growing private companies in America six years running. 

Inspire also donates 50% or more of its net corporate profits from management fees to support impactful ministry projects around the globe through its Give50 Program. Ministries supported by the Give50 Program include Lifewise Academy, PreBorn!, World Help, and International Justice Mission (IJM).

Disclaimers

Advisory services are offered through Inspire Investing, LLC, a Registered Investment Adviser with the SEC. All expressions of opinion are subject to change without notice and are provided for informational purposes only. Nothing in this article should be construed as an offer, solicitation, recommendation, or endorsement of any particular security, strategy, or investment product. Investing involves risk, including the potential loss of principal. Please consult your financial advisor before making any investment decision.

Inspire Investing, LLC serves as the investment adviser to certain proprietary ETFs used in Inspire portfolios. Inspire receives management fees from these ETFs, creating a potential conflict of interest. Inspire seeks to mitigate this conflict through policies and procedures that ensure recommendations are made in clients' best interests and consistent with their unique goals and risk profiles. Additional details can be found in Inspire's Form ADV Part 2A.

Information and data referenced in this article may be obtained from third-party sources believed to be reliable but Inspire makes no representation as to their accuracy or completeness. All trademarks and service marks are the property of their respective owners.

This content is provided for educational and informational purposes only and should not be considered personalized investment advice. Inspire does not provide legal, tax, or accounting advice. Please consult your own advisor regarding your specific situation.

There is no guarantee that the Funds will achieve their objective, generate positive returns, or avoid losses.

Before investing, carefully consider the funds' investment objectives, risks, charges and expenses. To obtain a prospectus which contains this and other information, call 877.658.9473, or visit www.inspireetf.com. Read it carefully. The Inspire ETFs are distributed by Foreside Financial Services LLC., Member FINRA. 

Inspire and Foreside Financial Services LLC are not affiliated. Copyright © 2026 Inspire. All rights reserved.

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SOURCE Inspire Investing

FAQ

What is the two-year performance of the Inspire 500 ETF (PTL)?

PTL delivered a 30.55% total return from March 25, 2024 through March 25, 2026. According to the company, that compares to the S&P 500's 29.95% for the same period, a 0.60 percentage-point lead.

How much assets under management does Inspire 500 ETF (PTL) have as of March 25, 2026?

PTL had $679.5 million AUM as of March 25, 2026. According to the company, that growth reflects sustained investor and advisor demand for biblically responsible large-cap exposure.

What is the expense ratio for the Inspire 500 ETF (PTL) and why does it matter?

The ETF charges a 0.09% expense ratio, a low-cost fee for large-cap exposure. According to the company, lower expenses can improve net returns for long-term investors when tracking core equity exposure.

When did the Inspire 500 ETF (PTL) launch and what is its investment focus?

PTL launched on March 25, 2024 and targets U.S. large-cap equities with biblically responsible screens. According to the company, it aims to serve as a core values-aligned equity holding for investors.

How does PTL compare to the S&P 500 Index over its first two years?

Over two years, PTL returned 30.55% versus the S&P 500's 29.95%. According to the company, PTL modestly outperformed the benchmark by approximately 0.60 percentage points from 3/25/24–3/25/26.

Where can investors find current performance and standardized returns for PTL?

Current month-end and standardized performance are available on the fund website or by phone. According to the company, visit www.inspireetf.com/ptl or call (877) 658-9473 for the latest figures.