TPMN vs. AGG
Compare and contrast key facts about Timothy Plan Market Neutral ETF (TPMN) and iShares Core U.S. Aggregate Bond ETF (AGG).
TPMN and AGG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TPMN is an actively managed fund by Timothy. It was launched on Jan 24, 2023. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TPMN or AGG.
Correlation
The correlation between TPMN and AGG is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
TPMN vs. AGG - Performance Comparison
Key characteristics
TPMN:
1.18
AGG:
0.83
TPMN:
1.75
AGG:
1.21
TPMN:
1.20
AGG:
1.14
TPMN:
1.03
AGG:
0.33
TPMN:
5.49
AGG:
2.05
TPMN:
0.95%
AGG:
2.12%
TPMN:
4.41%
AGG:
5.24%
TPMN:
-5.10%
AGG:
-18.43%
TPMN:
-0.60%
AGG:
-7.97%
Returns By Period
In the year-to-date period, TPMN achieves a -0.16% return, which is significantly lower than AGG's 1.06% return.
TPMN
-0.16%
0.48%
1.16%
4.83%
N/A
N/A
AGG
1.06%
0.70%
-0.84%
4.56%
-0.62%
1.35%
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TPMN vs. AGG - Expense Ratio Comparison
TPMN has a 0.65% expense ratio, which is higher than AGG's 0.05% expense ratio.
Risk-Adjusted Performance
TPMN vs. AGG — Risk-Adjusted Performance Rank
TPMN
AGG
TPMN vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Market Neutral ETF (TPMN) and iShares Core U.S. Aggregate Bond ETF (AGG). 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
TPMN vs. AGG - Dividend Comparison
TPMN's dividend yield for the trailing twelve months is around 4.19%, more than AGG's 4.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TPMN Timothy Plan Market Neutral ETF | 4.19% | 4.14% | 8.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGG iShares Core U.S. Aggregate Bond ETF | 4.07% | 4.07% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
TPMN vs. AGG - Drawdown Comparison
The maximum TPMN drawdown since its inception was -5.10%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for TPMN and AGG. For additional features, visit the drawdowns tool.
Volatility
TPMN vs. AGG - Volatility Comparison
Timothy Plan Market Neutral ETF (TPMN) and iShares Core U.S. Aggregate Bond ETF (AGG) have volatilities of 1.38% and 1.42%, 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.