TPFI vs. IMTB
TPFI (Timothy Plan Fixed Income ETF) and IMTB (iShares Core 5-10 Year USD Bond ETF) are both Intermediate Core-Plus Bond funds. TPFI is actively managed, while IMTB is passively managed. Their correlation of 0.86 means they have usually moved in the same direction. TPFI charges 0.55%/yr vs 0.06%/yr for IMTB.
Performance
TPFI vs. IMTB - Performance Comparison
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Returns By Period
TPFI
- 1D
- 0.37%
- 1M
- -0.51%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
IMTB
- 1D
- 0.51%
- 1M
- -0.43%
- 6M
- -0.09%
- YTD
- 0.02%
- 1Y
- 3.33%
- 3Y*
- 5.00%
- 5Y*
- 0.29%
- 10Y*
- —
- ALL TIME*
- 1.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.98M | $1.45M | $1.47M | |
| $121.03K | $133.74K | $123.91K |
TPFI vs. IMTB - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
TPFI Timothy Plan Fixed Income ETF | -0.50% |
IMTB iShares Core 5-10 Year USD Bond ETF | -0.03% |
Correlation
The correlation between TPFI and IMTB is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 5, 2026 | 0.86 |
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Return for Risk
TPFI vs. IMTB — Risk / Return Rank
TPFI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IMTB
TPFI vs. IMTB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Fixed Income ETF (TPFI) and iShares Core 5-10 Year USD Bond ETF (IMTB). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TPFI | IMTB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.14 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.17 | — |
| Martin ratioReturn relative to average drawdown | — | 2.96 | — |
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Drawdowns
TPFI vs. IMTB - Drawdown Comparison
The maximum TPFI drawdown since its inception was -1.66%, smaller than the maximum IMTB drawdown of -18.15%. Use the drawdown chart below to compare losses from any high point for TPFI and IMTB.
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Drawdown Indicators
| TPFI | IMTB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.66% | -18.15% | +16.49% |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.86% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -5.83% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.01% | — |
Current DrawdownCurrent decline from peak | -0.99% | -1.70% | +0.71% |
Average DrawdownAverage peak-to-trough decline | -0.64% | -4.09% | +3.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.13% | — |
Volatility
TPFI vs. IMTB - Volatility Comparison
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Volatility by Period
| TPFI | IMTB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.22% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 3.34% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.89% | 4.09% | -0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.89% | 6.33% | -2.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.89% | 5.17% | -1.28% |
TPFI vs. IMTB - Expense Ratio Comparison
TPFI has a 0.55% expense ratio, which is higher than IMTB's 0.06% expense ratio.
Dividends
TPFI vs. IMTB - Dividend Comparison
TPFI's dividend yield for the trailing twelve months is around 0.70%, less than IMTB's 4.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
IMTB iShares Core 5-10 Year USD Bond ETF | 4.55% | 4.40% | 4.42% | 4.13% | 2.90% | 2.49% | 2.63% | 2.91% | 3.04% | 2.75% | 0.40% |
TPFI Timothy Plan Fixed Income ETF | 0.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
TPFI and IMTB have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IMTB is cheaper at 0.06% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IMTB is cheaper with a 0.06% expense ratio, compared with 0.55% for TPFI.
IMTB has the higher dividend yield at 4.55%, compared with 0.70% for TPFI.
They also come from different issuers: Timothy Plan and iShares. Their fees differ too: 0.55% for TPFI and 0.06% for IMTB.
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