TAAGX vs. VTI
Compare and contrast key facts about Timothy Plan Aggressive Growth Fund (TAAGX) and Vanguard Total Stock Market ETF (VTI).
TAAGX is managed by Timothy Plan. It was launched on Oct 5, 2000. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TAAGX or VTI.
Correlation
The correlation between TAAGX and VTI is 0.89, 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. VTI - Performance Comparison
Key characteristics
TAAGX:
0.68
VTI:
1.83
TAAGX:
0.99
VTI:
2.45
TAAGX:
1.14
VTI:
1.33
TAAGX:
0.80
VTI:
2.80
TAAGX:
2.74
VTI:
11.18
TAAGX:
5.13%
VTI:
2.15%
TAAGX:
20.51%
VTI:
13.07%
TAAGX:
-70.66%
VTI:
-55.45%
TAAGX:
-12.56%
VTI:
-1.18%
Returns By Period
The year-to-date returns for both investments are quite close, with TAAGX having a 3.01% return and VTI slightly higher at 3.03%. Over the past 10 years, TAAGX has underperformed VTI with an annualized return of 4.25%, while VTI has yielded a comparatively higher 12.89% annualized return.
TAAGX
3.01%
3.01%
4.66%
13.44%
8.21%
4.25%
VTI
3.03%
3.03%
14.30%
24.48%
14.56%
12.89%
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TAAGX vs. VTI - Expense Ratio Comparison
TAAGX has a 1.61% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
TAAGX vs. VTI — Risk-Adjusted Performance Rank
TAAGX
VTI
TAAGX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Aggressive Growth Fund (TAAGX) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
TAAGX's dividend yield for the trailing twelve months is around 0.22%, less than VTI's 1.23% 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% |
VTI Vanguard Total Stock Market ETF | 1.23% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
TAAGX vs. VTI - Drawdown Comparison
The maximum TAAGX drawdown since its inception was -70.66%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for TAAGX and VTI. For additional features, visit the drawdowns tool.
Volatility
TAAGX vs. VTI - Volatility Comparison
Timothy Plan Aggressive Growth Fund (TAAGX) has a higher volatility of 9.05% compared to Vanguard Total Stock Market ETF (VTI) at 3.94%. This indicates that TAAGX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.