ISMD vs. TPSC
Compare and contrast key facts about Inspire Small/Mid Cap Impact ETF (ISMD) and Timothy Plan US Small Cap Core ETF (TPSC).
ISMD and TPSC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. TPSC is a passively managed fund by Timothy Plan that tracks the performance of the Victory U.S. Small Cap Volatility Weighted BRI. It was launched on Dec 2, 2019. Both ISMD and TPSC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ISMD or TPSC.
Correlation
The correlation between ISMD and TPSC is 0.95, 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. TPSC - Performance Comparison
Key characteristics
ISMD:
0.69
TPSC:
0.89
ISMD:
1.10
TPSC:
1.39
ISMD:
1.13
TPSC:
1.17
ISMD:
1.36
TPSC:
1.52
ISMD:
3.33
TPSC:
4.19
ISMD:
4.04%
TPSC:
4.00%
ISMD:
19.35%
TPSC:
18.73%
ISMD:
-43.58%
TPSC:
-41.57%
ISMD:
-5.97%
TPSC:
-6.08%
Returns By Period
In the year-to-date period, ISMD achieves a 1.93% return, which is significantly lower than TPSC's 3.12% return.
ISMD
1.93%
1.93%
6.28%
15.11%
10.45%
N/A
TPSC
3.12%
3.12%
9.37%
18.42%
12.05%
N/A
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ISMD vs. TPSC - Expense Ratio Comparison
ISMD has a 0.57% expense ratio, which is higher than TPSC's 0.52% expense ratio.
Risk-Adjusted Performance
ISMD vs. TPSC — Risk-Adjusted Performance Rank
ISMD
TPSC
ISMD vs. TPSC - 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 US Small Cap Core ETF (TPSC). 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. TPSC - Dividend Comparison
ISMD's dividend yield for the trailing twelve months is around 1.22%, more than TPSC's 0.94% 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% |
TPSC Timothy Plan US Small Cap Core ETF | 0.94% | 0.97% | 1.10% | 1.08% | 1.12% | 1.48% | 0.07% | 0.00% | 0.00% |
Drawdowns
ISMD vs. TPSC - Drawdown Comparison
The maximum ISMD drawdown since its inception was -43.58%, roughly equal to the maximum TPSC drawdown of -41.57%. Use the drawdown chart below to compare losses from any high point for ISMD and TPSC. For additional features, visit the drawdowns tool.
Volatility
ISMD vs. TPSC - Volatility Comparison
Inspire Small/Mid Cap Impact ETF (ISMD) and Timothy Plan US Small Cap Core ETF (TPSC) have volatilities of 4.50% and 4.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.