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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISMD or TAAGX.
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.
Performance
ISMD vs. TAAGX - Performance Comparison
Key characteristics
ISMD:
0.69
TAAGX:
0.68
ISMD:
1.10
TAAGX:
0.99
ISMD:
1.13
TAAGX:
1.14
ISMD:
1.36
TAAGX:
0.80
ISMD:
3.33
TAAGX:
2.74
ISMD:
4.04%
TAAGX:
5.13%
ISMD:
19.35%
TAAGX:
20.51%
ISMD:
-43.58%
TAAGX:
-70.66%
ISMD:
-5.97%
TAAGX:
-12.56%
Returns By Period
In the year-to-date period, ISMD achieves a 1.93% return, which is significantly lower than TAAGX's 3.01% return.
ISMD
1.93%
1.93%
6.28%
15.11%
10.45%
N/A
TAAGX
3.01%
3.01%
4.66%
13.44%
8.21%
4.25%
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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.
Risk-Adjusted Performance
ISMD vs. TAAGX — Risk-Adjusted Performance Rank
ISMD
TAAGX
ISMD vs. TAAGX - Risk-Adjusted Performance 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.
Dividends
ISMD vs. TAAGX - Dividend Comparison
ISMD's dividend yield for the trailing twelve months is around 1.22%, more than TAAGX's 0.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
ISMD Inspire Small/Mid Cap Impact ETF | 1.22% | 1.24% | 1.17% | 1.28% | 9.35% | 0.99% | 0.87% | 3.33% | 2.01% |
TAAGX Timothy Plan Aggressive Growth Fund | 0.22% | 0.23% | 3.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ISMD vs. TAAGX - Drawdown Comparison
The maximum ISMD drawdown since its inception was -43.58%, smaller than the maximum TAAGX drawdown of -70.66%. Use the drawdown chart below to compare losses from any high point for ISMD and TAAGX. For additional features, visit the drawdowns tool.
Volatility
ISMD vs. TAAGX - Volatility Comparison
The current volatility for Inspire Small/Mid Cap Impact ETF (ISMD) is 4.50%, while Timothy Plan Aggressive Growth Fund (TAAGX) has a volatility of 9.05%. 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.