ISMD vs. TAAGX
Compare and contrast key facts about Inspire Small/Mid Cap Impact ETF (ISMD) and Timothy Plan Aggressive Growth Fund (TAAGX).
ISMD is a passively managed fund by Inspire that tracks the performance of the Inspire Small/Mid Cap Impact Equal Weight Index. It was launched on Feb 28, 2017. TAAGX is managed by Timothy Plan. It was launched on Oct 5, 2000.
Performance
ISMD vs. TAAGX - Performance Comparison
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ISMD vs. TAAGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISMD Inspire Small/Mid Cap Impact ETF | 4.62% | 4.14% | 9.53% | 16.74% | -13.44% | 29.38% | 7.45% | 24.62% | -12.63% | 8.43% |
TAAGX Timothy Plan Aggressive Growth Fund | 10.71% | 16.01% | 25.45% | 26.46% | -25.98% | 17.90% | 36.11% | 27.71% | -12.17% | 12.38% |
Returns By Period
In the year-to-date period, ISMD achieves a 4.62% return, which is significantly lower than TAAGX's 10.71% return.
ISMD
- 1D
- 0.70%
- 1M
- -4.06%
- YTD
- 4.62%
- 6M
- 4.26%
- 1Y
- 19.45%
- 3Y*
- 10.42%
- 5Y*
- 5.29%
- 10Y*
- —
TAAGX
- 1D
- 4.08%
- 1M
- -4.43%
- YTD
- 10.71%
- 6M
- 13.01%
- 1Y
- 48.03%
- 3Y*
- 22.34%
- 5Y*
- 11.13%
- 10Y*
- 13.08%
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ISMD vs. TAAGX - Expense Ratio Comparison
ISMD has a 0.57% expense ratio, which is lower than TAAGX's 1.61% expense ratio.
Return for Risk
ISMD vs. TAAGX — Risk / Return Rank
ISMD
TAAGX
ISMD vs. TAAGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Inspire Small/Mid Cap Impact ETF (ISMD) and Timothy Plan Aggressive Growth Fund (TAAGX). 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.
| ISMD | TAAGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 2.01 | -1.12 |
Sortino ratioReturn per unit of downside risk | 1.37 | 2.66 | -1.30 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.36 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.39 | 4.06 | -2.67 |
Martin ratioReturn relative to average drawdown | 4.87 | 17.43 | -12.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ISMD | TAAGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 2.01 | -1.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.49 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.60 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.23 | +0.10 |
Correlation
The correlation between ISMD and TAAGX is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ISMD vs. TAAGX - Dividend Comparison
ISMD's dividend yield for the trailing twelve months is around 1.10%, less than TAAGX's 3.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISMD Inspire Small/Mid Cap Impact ETF | 1.10% | 1.21% | 1.24% | 1.17% | 1.28% | 9.35% | 0.99% | 0.88% | 1.35% | 2.02% | 0.00% | 0.00% |
TAAGX Timothy Plan Aggressive Growth Fund | 3.10% | 3.44% | 8.81% | 3.12% | 3.06% | 8.89% | 5.75% | 0.00% | 7.57% | 0.00% | 0.00% | 15.71% |
Drawdowns
ISMD vs. TAAGX - Drawdown Comparison
The maximum ISMD drawdown since its inception was -44.60%, smaller than the maximum TAAGX drawdown of -62.13%. Use the drawdown chart below to compare losses from any high point for ISMD and TAAGX.
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Drawdown Indicators
| ISMD | TAAGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.60% | -62.13% | +17.53% |
Max Drawdown (1Y)Largest decline over 1 year | -13.93% | -12.13% | -1.80% |
Max Drawdown (5Y)Largest decline over 5 years | -26.64% | -34.47% | +7.83% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.47% | — |
Current DrawdownCurrent decline from peak | -5.79% | -5.56% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -8.31% | -18.82% | +10.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.97% | 2.83% | +1.14% |
Volatility
ISMD vs. TAAGX - Volatility Comparison
The current volatility for Inspire Small/Mid Cap Impact ETF (ISMD) is 6.74%, while Timothy Plan Aggressive Growth Fund (TAAGX) has a volatility of 9.62%. This indicates that ISMD experiences smaller price fluctuations and is considered to be less risky than TAAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISMD | TAAGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.74% | 9.62% | -2.88% |
Volatility (6M)Calculated over the trailing 6-month period | 13.56% | 16.80% | -3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.95% | 24.69% | -2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.89% | 22.94% | -2.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.85% | 22.02% | +1.83% |