TAAGX vs. SPY
Compare and contrast key facts about Timothy Plan Aggressive Growth Fund (TAAGX) and SPDR S&P 500 ETF (SPY).
TAAGX is managed by Timothy Plan. It was launched on Oct 5, 2000. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TAAGX or SPY.
Correlation
The correlation between TAAGX and SPY is 0.85, 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. SPY - Performance Comparison
Key characteristics
TAAGX:
0.68
SPY:
1.88
TAAGX:
0.99
SPY:
2.52
TAAGX:
1.14
SPY:
1.34
TAAGX:
0.80
SPY:
2.88
TAAGX:
2.74
SPY:
11.98
TAAGX:
5.13%
SPY:
2.02%
TAAGX:
20.51%
SPY:
12.78%
TAAGX:
-70.66%
SPY:
-55.19%
TAAGX:
-12.56%
SPY:
-1.30%
Returns By Period
In the year-to-date period, TAAGX achieves a 3.01% return, which is significantly higher than SPY's 2.69% return. Over the past 10 years, TAAGX has underperformed SPY with an annualized return of 4.25%, while SPY has yielded a comparatively higher 13.37% annualized return.
TAAGX
3.01%
3.01%
4.66%
13.44%
8.21%
4.25%
SPY
2.69%
2.69%
13.66%
24.60%
15.11%
13.37%
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. SPY - Expense Ratio Comparison
TAAGX has a 1.61% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TAAGX vs. SPY — Risk-Adjusted Performance Rank
TAAGX
SPY
TAAGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Aggressive Growth Fund (TAAGX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
TAAGX's dividend yield for the trailing twelve months is around 0.22%, less than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAAGX Timothy Plan Aggressive Growth Fund | 0.22% | 0.23% | 3.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TAAGX vs. SPY - Drawdown Comparison
The maximum TAAGX drawdown since its inception was -70.66%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TAAGX and SPY. For additional features, visit the drawdowns tool.
Volatility
TAAGX vs. SPY - Volatility Comparison
Timothy Plan Aggressive Growth Fund (TAAGX) has a higher volatility of 9.05% compared to SPDR S&P 500 ETF (SPY) at 3.95%. This indicates that TAAGX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.