TPLC vs. CSMD
Compare and contrast key facts about Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) and Congress SMID Growth ETF (CSMD).
TPLC and CSMD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TPLC is a passively managed fund by Timothy Plan that tracks the performance of the Victory U.S. Large Cap Volatility Weighted BRI Index. It was launched on Apr 29, 2019. CSMD is an actively managed fund by Congress. It was launched on Aug 21, 2023.
Performance
TPLC vs. CSMD - Performance Comparison
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TPLC vs. CSMD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 2.76% | 7.08% | 13.10% | 8.43% |
CSMD Congress SMID Growth ETF | -2.12% | 5.68% | 12.70% | 6.44% |
Returns By Period
In the year-to-date period, TPLC achieves a 2.76% return, which is significantly higher than CSMD's -2.12% return.
TPLC
- 1D
- 0.39%
- 1M
- -5.39%
- YTD
- 2.76%
- 6M
- 1.12%
- 1Y
- 10.30%
- 3Y*
- 11.64%
- 5Y*
- 7.99%
- 10Y*
- —
CSMD
- 1D
- 0.78%
- 1M
- -8.35%
- YTD
- -2.12%
- 6M
- -7.31%
- 1Y
- 11.18%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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TPLC vs. CSMD - Expense Ratio Comparison
TPLC has a 0.52% expense ratio, which is lower than CSMD's 0.68% expense ratio.
Return for Risk
TPLC vs. CSMD — Risk / Return Rank
TPLC
CSMD
TPLC vs. CSMD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) and Congress SMID Growth ETF (CSMD). 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.
| TPLC | CSMD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.50 | +0.12 |
Sortino ratioReturn per unit of downside risk | 0.98 | 0.87 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.11 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 0.80 | +0.07 |
Martin ratioReturn relative to average drawdown | 3.90 | 2.64 | +1.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TPLC | CSMD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.50 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.44 | +0.08 |
Correlation
The correlation between TPLC and CSMD 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.
Dividends
TPLC vs. CSMD - Dividend Comparison
TPLC's dividend yield for the trailing twelve months is around 0.89%, while CSMD has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 0.89% | 0.89% | 0.88% | 0.89% | 1.06% | 0.61% | 0.81% | 0.67% |
CSMD Congress SMID Growth ETF | 0.00% | 0.00% | 0.40% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TPLC vs. CSMD - Drawdown Comparison
The maximum TPLC drawdown since its inception was -38.02%, which is greater than CSMD's maximum drawdown of -22.54%. Use the drawdown chart below to compare losses from any high point for TPLC and CSMD.
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Drawdown Indicators
| TPLC | CSMD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.02% | -22.54% | -15.48% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -14.79% | +2.37% |
Max Drawdown (5Y)Largest decline over 5 years | -21.63% | — | — |
Current DrawdownCurrent decline from peak | -5.39% | -11.14% | +5.75% |
Average DrawdownAverage peak-to-trough decline | -5.38% | -4.72% | -0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 4.51% | -1.73% |
Volatility
TPLC vs. CSMD - Volatility Comparison
The current volatility for Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) is 4.36%, while Congress SMID Growth ETF (CSMD) has a volatility of 7.92%. This indicates that TPLC experiences smaller price fluctuations and is considered to be less risky than CSMD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TPLC | CSMD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.36% | 7.92% | -3.56% |
Volatility (6M)Calculated over the trailing 6-month period | 8.79% | 14.87% | -6.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.90% | 22.60% | -5.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.15% | 19.69% | -3.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.06% | 19.69% | +0.37% |