TPSC vs. TPLC
Compare and contrast key facts about Timothy Plan US Small Cap Core ETF (TPSC) and Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC).
TPSC and TPLC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TPSC is a passively managed fund by Timothy Plan that tracks the performance of the Victory U.S. Small Cap Volatility Weighted BRI. It was launched on Dec 2, 2019. 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. Both TPSC and TPLC 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: TPSC or TPLC.
Correlation
The correlation between TPSC and TPLC is 0.86, 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
TPSC vs. TPLC - Performance Comparison
Key characteristics
TPSC:
0.89
TPLC:
1.37
TPSC:
1.39
TPLC:
1.95
TPSC:
1.17
TPLC:
1.24
TPSC:
1.52
TPLC:
2.15
TPSC:
4.19
TPLC:
5.69
TPSC:
4.00%
TPLC:
2.97%
TPSC:
18.73%
TPLC:
12.31%
TPSC:
-41.57%
TPLC:
-38.02%
TPSC:
-6.08%
TPLC:
-3.46%
Returns By Period
In the year-to-date period, TPSC achieves a 3.12% return, which is significantly lower than TPLC's 4.26% return.
TPSC
3.12%
3.12%
9.37%
18.42%
12.05%
N/A
TPLC
4.26%
4.26%
9.57%
16.94%
11.54%
N/A
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TPSC vs. TPLC - Expense Ratio Comparison
Both TPSC and TPLC have an expense ratio of 0.52%.
Risk-Adjusted Performance
TPSC vs. TPLC — Risk-Adjusted Performance Rank
TPSC
TPLC
TPSC vs. TPLC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan US Small Cap Core ETF (TPSC) and Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC). 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
TPSC vs. TPLC - Dividend Comparison
TPSC's dividend yield for the trailing twelve months is around 0.94%, more than TPLC's 0.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
TPSC Timothy Plan US Small Cap Core ETF | 0.94% | 0.97% | 1.10% | 1.08% | 1.12% | 1.48% | 0.07% |
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 0.85% | 0.88% | 0.94% | 1.07% | 0.61% | 0.81% | 0.67% |
Drawdowns
TPSC vs. TPLC - Drawdown Comparison
The maximum TPSC drawdown since its inception was -41.57%, which is greater than TPLC's maximum drawdown of -38.02%. Use the drawdown chart below to compare losses from any high point for TPSC and TPLC. For additional features, visit the drawdowns tool.
Volatility
TPSC vs. TPLC - Volatility Comparison
Timothy Plan US Small Cap Core ETF (TPSC) has a higher volatility of 4.40% compared to Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) at 3.82%. This indicates that TPSC's price experiences larger fluctuations and is considered to be riskier than TPLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.