TPLC vs. FDLS
Compare and contrast key facts about Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) and Inspire Fidelis Multi Factor ETF (FDLS).
TPLC and FDLS 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. FDLS is a passively managed fund by Inspire that tracks the performance of the WI Fidelis Multi-Cap, Multi-Factor Index - Benchmark TR Gross. It was launched on Aug 23, 2022. Both TPLC and FDLS are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TPLC or FDLS.
Correlation
The correlation between TPLC and FDLS is 0.87, 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
TPLC vs. FDLS - Performance Comparison
Key characteristics
TPLC:
1.17
FDLS:
0.79
TPLC:
1.69
FDLS:
1.18
TPLC:
1.20
FDLS:
1.15
TPLC:
1.80
FDLS:
1.51
TPLC:
4.58
FDLS:
3.74
TPLC:
3.09%
FDLS:
3.56%
TPLC:
12.14%
FDLS:
16.85%
TPLC:
-38.02%
FDLS:
-15.20%
TPLC:
-3.74%
FDLS:
-3.88%
Returns By Period
In the year-to-date period, TPLC achieves a 3.96% return, which is significantly lower than FDLS's 5.21% return.
TPLC
3.96%
-1.53%
5.45%
14.38%
10.84%
N/A
FDLS
5.21%
-1.94%
7.64%
14.98%
N/A
N/A
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TPLC vs. FDLS - Expense Ratio Comparison
TPLC has a 0.52% expense ratio, which is lower than FDLS's 0.76% expense ratio.
Risk-Adjusted Performance
TPLC vs. FDLS — Risk-Adjusted Performance Rank
TPLC
FDLS
TPLC vs. FDLS - Risk-Adjusted Performance 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 Inspire Fidelis Multi Factor ETF (FDLS). 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
TPLC vs. FDLS - Dividend Comparison
TPLC's dividend yield for the trailing twelve months is around 0.92%, less than FDLS's 6.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 0.92% | 0.88% | 0.89% | 1.07% | 0.61% | 0.81% | 0.67% |
FDLS Inspire Fidelis Multi Factor ETF | 6.90% | 7.26% | 0.97% | 0.31% | 0.00% | 0.00% | 0.00% |
Drawdowns
TPLC vs. FDLS - Drawdown Comparison
The maximum TPLC drawdown since its inception was -38.02%, which is greater than FDLS's maximum drawdown of -15.20%. Use the drawdown chart below to compare losses from any high point for TPLC and FDLS. For additional features, visit the drawdowns tool.
Volatility
TPLC vs. FDLS - Volatility Comparison
The current volatility for Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) is 2.63%, while Inspire Fidelis Multi Factor ETF (FDLS) has a volatility of 5.12%. This indicates that TPLC experiences smaller price fluctuations and is considered to be less risky than FDLS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.