TPLNX vs. VTI
Compare and contrast key facts about Timothy Plan Small Cap Value Fund (TPLNX) and Vanguard Total Stock Market ETF (VTI).
TPLNX is managed by Timothy Plan. It was launched on Mar 24, 1994. 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: TPLNX or VTI.
Correlation
The correlation between TPLNX and VTI is 0.84, 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
TPLNX vs. VTI - Performance Comparison
Key characteristics
TPLNX:
0.01
VTI:
1.65
TPLNX:
0.15
VTI:
2.23
TPLNX:
1.02
VTI:
1.30
TPLNX:
0.01
VTI:
2.50
TPLNX:
0.02
VTI:
9.95
TPLNX:
6.45%
VTI:
2.16%
TPLNX:
19.03%
VTI:
13.04%
TPLNX:
-64.53%
VTI:
-55.45%
TPLNX:
-15.58%
VTI:
-2.38%
Returns By Period
In the year-to-date period, TPLNX achieves a -1.27% return, which is significantly lower than VTI's 2.11% return. Over the past 10 years, TPLNX has underperformed VTI with an annualized return of 0.95%, while VTI has yielded a comparatively higher 12.40% annualized return.
TPLNX
-1.27%
-4.45%
-9.03%
-0.07%
2.86%
0.95%
VTI
2.11%
-1.56%
7.28%
19.09%
13.48%
12.40%
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TPLNX vs. VTI - Expense Ratio Comparison
TPLNX has a 1.52% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
TPLNX vs. VTI — Risk-Adjusted Performance Rank
TPLNX
VTI
TPLNX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Small Cap Value Fund (TPLNX) 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
TPLNX vs. VTI - Dividend Comparison
TPLNX's dividend yield for the trailing twelve months is around 0.59%, less than VTI's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TPLNX Timothy Plan Small Cap Value Fund | 0.59% | 0.58% | 4.73% | 0.44% | 0.38% | 0.16% | 0.25% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.24% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
TPLNX vs. VTI - Drawdown Comparison
The maximum TPLNX drawdown since its inception was -64.53%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for TPLNX and VTI. For additional features, visit the drawdowns tool.
Volatility
TPLNX vs. VTI - Volatility Comparison
Timothy Plan Small Cap Value Fund (TPLNX) has a higher volatility of 4.20% compared to Vanguard Total Stock Market ETF (VTI) at 3.46%. This indicates that TPLNX'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.