TLVAX vs. VTI
Compare and contrast key facts about Timothy Plan Large/Mid Cap Value Fund (TLVAX) and Vanguard Total Stock Market ETF (VTI).
TLVAX is managed by Timothy Plan. It was launched on Jul 14, 1999. 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: TLVAX or VTI.
Correlation
The correlation between TLVAX and VTI is 0.92, 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
TLVAX vs. VTI - Performance Comparison
Key characteristics
TLVAX:
0.21
VTI:
1.91
TLVAX:
0.36
VTI:
2.58
TLVAX:
1.05
VTI:
1.35
TLVAX:
0.21
VTI:
2.89
TLVAX:
0.58
VTI:
11.50
TLVAX:
5.44%
VTI:
2.16%
TLVAX:
14.62%
VTI:
12.93%
TLVAX:
-58.87%
VTI:
-55.45%
TLVAX:
-11.19%
VTI:
-0.11%
Returns By Period
In the year-to-date period, TLVAX achieves a 3.54% return, which is significantly lower than VTI's 4.15% return. Over the past 10 years, TLVAX has underperformed VTI with an annualized return of 2.19%, while VTI has yielded a comparatively higher 12.66% annualized return.
TLVAX
3.54%
0.26%
-8.42%
1.57%
5.20%
2.19%
VTI
4.15%
1.90%
10.15%
23.12%
13.65%
12.66%
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TLVAX vs. VTI - Expense Ratio Comparison
TLVAX has a 1.58% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
TLVAX vs. VTI — Risk-Adjusted Performance Rank
TLVAX
VTI
TLVAX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Large/Mid Cap Value Fund (TLVAX) 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
TLVAX vs. VTI - Dividend Comparison
TLVAX's dividend yield for the trailing twelve months is around 0.48%, less than VTI's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLVAX Timothy Plan Large/Mid Cap Value Fund | 0.48% | 0.50% | 1.33% | 0.21% | 0.00% | 0.16% | 0.47% | 0.36% | 0.14% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.22% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
TLVAX vs. VTI - Drawdown Comparison
The maximum TLVAX drawdown since its inception was -58.87%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for TLVAX and VTI. For additional features, visit the drawdowns tool.
Volatility
TLVAX vs. VTI - Volatility Comparison
Timothy Plan Large/Mid Cap Value Fund (TLVAX) and Vanguard Total Stock Market ETF (VTI) have volatilities of 3.24% and 3.14%, 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.