SUREvsPTLETF Comparison
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AdvisorShares Insiders Advantage ETF (SURE) belongs to the US Large Cap Value segment. Inspire 500 ETF (PTL) is part of the US Large Cap segment. SURE's top 3 sector exposures are Technology, Finance and Industrials. In contrast, PTL's top sector exposures are Technology, Industrials and Finance. SURE is more expensive with a Total Expense Ratio (TER) of 1%, versus 0.09% for PTL. SURE is up 20.97% year-to-date (YTD) with - in YTD flows. PTL performs worse with 10.21% YTD performance, and +$250M in YTD flows. Run a side-by-side ETF comparison of SURE and PTL below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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SURE vs PTL performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/21/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SURE PTL | +4.54%-2.01% | +3.78%-2.24% | +20.97%+10.21% | +25.82%+9.29% | +71.97%n/a | +65.47%n/a |
| Flows | SURE PTL | -+$14M | -+$35M | -+$250M | -+$325M | -$6M- | -$13M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SURE PTL | +11.51%+13.19% | +12.78%+15.66% | +15.03%n/a | +17.31%n/a |
| Max drawdown | SURE PTL | -6.02%-7.88% | -7.15%-7.88% | -21.41%n/a | -24.06%n/a |
| Max drawdown duration | SURE PTL | 67d68d | 46d68d | 365dn/a | 557dn/a |
Trading data
SURE | PTL | |
Last sale 10/22/2026 at 1:30 PM | $155.43 | $268.37 |
| Previous close 10/21/2026 | $154.07 | $272.65 |
| Consolidated volume 10/21/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 23, 2026
1-year trailing difference
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SURE
is actively managed and doesn’t replicate an indexSURE | PTL | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/22/2026 at 1:30 PM
Live
Closed
SURE | PTL | |
|---|---|---|
| Last price | $155.43 | $268.37 |
| 1D performance | +0.88% | -1.57% |
| AuM | $58.52 M | $880.20 M |
| E/R | 1% | 0.09% |
Characteristics
SURE | PTL | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | AdvisorShares | Inspire ETFs |
| Benchmark | - | Inspire 500 Index |
| N° of holdings | 99 | 469 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | October 4, 2011 | March 25, 2024 |
| ESG | No | No |
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Exposure
Countries
SURE
USA
93.95%
Other
6.05%
PTL
USA
96.8%
Other
3.2%
Sectors
SURE
Technology
28.67%
Finance
15.1%
Industrials
12.09%
Consumer Services
9.55%
Energy
8.91%
Other
25.68%
PTL
Technology
27.44%
Industrials
15.35%
Finance
15.12%
Energy
9.74%
Non-Energy Materi.
7.42%
Other
24.93%
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Diversification
SURE
Total weight of top 15 holdings out of 15
21.38%
PTL
Total weight of top 15 holdings out of 15
33.72%
Top 15 holdings
Data as of August 31, 2026
SURE
Amplitude, Inc.
1.79%
Fortinet, Inc.
1.72%
Kforce, Inc.
1.62%
Marathon Petroleum Corp.
1.50%
Marvell Technology, Inc.
1.48%
Freshworks, Inc.
1.46%
EverQuote, Inc.
1.44%
Sezzle, Inc.
1.39%
DaVita, Inc.
1.33%
Stagwell, Inc.
1.33%
Iridium Communications, Inc.
1.31%
Goosehead Insurance, Inc.
1.29%
Applied Materials, Inc.
1.25%
Payoneer Global, Inc.
1.25%
Dave, Inc.
1.22%
PTL
Broadcom Inc.
10.80%
ExxonMobil Holdings Corp.
4.02%
Palantir Technologies, Inc.
2.23%
The Home Depot, Inc.
2.03%
Caterpillar, Inc.
1.96%
Welltower, Inc.
1.69%
Western Digital Corp.
1.52%
GE Vernova, Inc.
1.41%
Arista Networks, Inc.
1.39%
Linde Plc
1.37%
Parker-Hannifin Corp.
1.28%
KLA Corp.
1.15%
Amphenol Corp.
1.03%
NextEra Energy, Inc.
0.94%
Southern Copper Corp.
0.89%
Frequently asked questions about SURE and PTL
How have the SURE and PTL ETFs performed in 2026?
As of October 21, 2026, SURE is up 20.97% year-to-date (YTD), while PTL has returned 10.21%. That puts SURE better performer ahead so far this year.
Which ETF is attracting more investor money: SURE or PTL?
Year-to-date, the SURE ETF saw - in flows, compared to +$250M for PTL.
Which ETF is more volatile: SURE or PTL?
Over the past year, SURE had a volatility of 12.78%, while PTL experienced 15.66%.
Which ETF is bigger: SURE or PTL?
As of October 21, 2026, SURE holds $58.52 M in assets under management (AUM), while PTL manages $880.20 M.
What sectors do the SURE and PTL ETFs invest in?
SURE leans toward sectors like Technology, Finance and Industrials. Meanwhile, PTL focuses on Technology, Industrials and Finance.
What are the top holdings of the SURE ETF and PTL ETF?
SURE top holdings include Amplitude, Inc., Fortinet, Inc. and Kforce, Inc.. PTL holds in its top three: Broadcom Inc., ExxonMobil Holdings Corp. and Palantir Technologies, Inc..
Which ETF is more diversified: SURE or PTL?
SURE holds 99 securities with 21.38% of its assets in the top 15. PTL has 469 securities and a top 15 weight of 33.72%.
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