TAAGX vs. BUG
Compare and contrast key facts about Timothy Plan Aggressive Growth Fund (TAAGX) and Global X Cybersecurity ETF (BUG).
TAAGX is managed by Timothy Plan. It was launched on Oct 5, 2000. BUG is a passively managed fund by Global X that tracks the performance of the Indxx Cybersecurity Index. It was launched on Oct 25, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TAAGX or BUG.
Correlation
The correlation between TAAGX and BUG is 0.76, 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
TAAGX vs. BUG - Performance Comparison
Key characteristics
TAAGX:
0.68
BUG:
0.54
TAAGX:
0.99
BUG:
0.86
TAAGX:
1.14
BUG:
1.11
TAAGX:
0.80
BUG:
0.59
TAAGX:
2.74
BUG:
1.81
TAAGX:
5.13%
BUG:
6.48%
TAAGX:
20.51%
BUG:
21.51%
TAAGX:
-70.66%
BUG:
-41.66%
TAAGX:
-12.56%
BUG:
-0.84%
Returns By Period
In the year-to-date period, TAAGX achieves a 3.01% return, which is significantly lower than BUG's 6.76% return.
TAAGX
3.01%
3.01%
4.66%
13.44%
8.21%
4.25%
BUG
6.76%
6.76%
22.03%
12.69%
14.99%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TAAGX vs. BUG - Expense Ratio Comparison
TAAGX has a 1.61% expense ratio, which is higher than BUG's 0.50% expense ratio.
Risk-Adjusted Performance
TAAGX vs. BUG — Risk-Adjusted Performance Rank
TAAGX
BUG
TAAGX vs. BUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Aggressive Growth Fund (TAAGX) and Global X Cybersecurity ETF (BUG). 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
TAAGX vs. BUG - Dividend Comparison
TAAGX's dividend yield for the trailing twelve months is around 0.22%, more than BUG's 0.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
TAAGX Timothy Plan Aggressive Growth Fund | 0.22% | 0.23% | 3.12% | 0.00% | 0.00% | 0.00% | 0.00% |
BUG Global X Cybersecurity ETF | 0.09% | 0.09% | 0.11% | 1.56% | 0.66% | 0.46% | 0.24% |
Drawdowns
TAAGX vs. BUG - Drawdown Comparison
The maximum TAAGX drawdown since its inception was -70.66%, which is greater than BUG's maximum drawdown of -41.66%. Use the drawdown chart below to compare losses from any high point for TAAGX and BUG. For additional features, visit the drawdowns tool.
Volatility
TAAGX vs. BUG - Volatility Comparison
Timothy Plan Aggressive Growth Fund (TAAGX) has a higher volatility of 9.05% compared to Global X Cybersecurity ETF (BUG) at 5.46%. This indicates that TAAGX's price experiences larger fluctuations and is considered to be riskier than BUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.