BCSM vs. TPLC
BCSM (Baron SMID Cap ETF) and TPLC (Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund) are both Mid Cap Growth Equities funds. BCSM is actively managed, while TPLC is passively managed. A 0.66 correlation means they provide meaningful diversification when combined. BCSM charges 0.75%/yr vs 0.52%/yr for TPLC.
Performance
BCSM vs. TPLC - Performance Comparison
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Returns By Period
In the year-to-date period, BCSM achieves a -1.90% return, which is significantly lower than TPLC's 9.90% return.
BCSM
- 1D
- -0.54%
- 1M
- 1.75%
- YTD
- -1.90%
- 6M
- -3.85%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TPLC
- 1D
- 0.64%
- 1M
- 2.14%
- YTD
- 9.90%
- 6M
- 8.33%
- 1Y
- 12.44%
- 3Y*
- 13.68%
- 5Y*
- 8.32%
- 10Y*
- —
BCSM vs. TPLC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCSM Baron SMID Cap ETF | -1.90% | -2.70% |
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 9.90% | -1.13% |
Correlation
The correlation between BCSM and TPLC is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 15, 2025 | 0.66 |
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Return for Risk
BCSM vs. TPLC — Risk / Return Rank
BCSM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
TPLC
BCSM vs. TPLC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron SMID Cap ETF (BCSM) and Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BCSM | TPLC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.19 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.65 | — |
| Martin ratioReturn relative to average drawdown | — | 5.86 | — |
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Drawdowns
BCSM vs. TPLC - Drawdown Comparison
The maximum BCSM drawdown since its inception was -17.45%, smaller than the maximum TPLC drawdown of -38.02%. Use the drawdown chart below to compare losses from any high point for BCSM and TPLC.
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Drawdown Indicators
| BCSM | TPLC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.45% | -38.02% | +20.57% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.58% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.18% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.63% | — |
Current DrawdownCurrent decline from peak | -6.26% | -0.37% | -5.89% |
Average DrawdownAverage peak-to-trough decline | -7.22% | -5.26% | -1.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.13% | — |
Volatility
BCSM vs. TPLC - Volatility Comparison
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Volatility by Period
| BCSM | TPLC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.40% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 8.74% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.49% | 11.74% | +8.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.49% | 16.16% | +4.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.49% | 19.85% | +0.64% |
BCSM vs. TPLC - Expense Ratio Comparison
BCSM has a 0.75% expense ratio, which is higher than TPLC's 0.52% expense ratio.
Dividends
BCSM vs. TPLC - Dividend Comparison
BCSM has not paid dividends to shareholders, while TPLC's dividend yield for the trailing twelve months is around 0.85%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BCSM Baron SMID Cap ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 0.85% | 0.89% | 0.88% | 0.89% | 1.06% | 0.61% | 0.81% | 0.67% |
Frequently Asked Questions
BCSM and TPLC have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TPLC is cheaper at 0.52% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TPLC is cheaper with a 0.52% expense ratio, compared with 0.75% for BCSM.
TPLC has the higher dividend yield at 0.85%, compared with 0.00% for BCSM.
They also come from different issuers: Baron Capital and Timothy Plan. Their fees differ too: 0.75% for BCSM and 0.52% for TPLC.
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