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:
-0.49
SPY:
0.30
TAAGX:
-0.52
SPY:
0.56
TAAGX:
0.93
SPY:
1.08
TAAGX:
-0.38
SPY:
0.31
TAAGX:
-1.09
SPY:
1.40
TAAGX:
11.88%
SPY:
4.18%
TAAGX:
26.21%
SPY:
19.64%
TAAGX:
-70.66%
SPY:
-55.19%
TAAGX:
-28.97%
SPY:
-13.86%
Returns By Period
In the year-to-date period, TAAGX achieves a -16.33% return, which is significantly lower than SPY's -9.91% return. Over the past 10 years, TAAGX has underperformed SPY with an annualized return of 1.32%, while SPY has yielded a comparatively higher 11.54% annualized return.
TAAGX
-16.33%
-6.28%
-24.61%
-10.64%
6.21%
1.32%
SPY
-9.91%
-6.63%
-9.38%
7.66%
15.04%
11.54%
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 0.27%, less than SPY's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAAGX Timothy Plan Aggressive Growth Fund | 0.27% | 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 | 1.36% | 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) and SPDR S&P 500 ETF (SPY) have volatilities of 14.87% and 14.52%, 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.