Quick Verdict

VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.

Lower Fees: VYMHigher Returns: VYMMore Diversified: VYM

Side-by-Side Comparison

MetricTPSCVYMWinner
Expense Ratio0.52%0.04%
AUM$363M$79.0B
Dividend Yield1.04%2.86%
Holdings443568
YTD Return+17.87%+15.80%
1Y Return+25.70%+26.12%
3Y Return (annualized)+14.56%+18.25%
5Y Return (annualized)+9.06%+12.51%
Volatility (annualized)21.5%14.6%
Max Drawdown-41.9%-58.8%
Fund FamilyTimothy PlanVanguard (US)
CategoryEquityEquity
InceptionDec 2, 2019Nov 10, 2006

TPSC vs VYM Performance

Timothy Plan US Small Cap Core ETF (TPSC) is a ETF from Timothy Plan and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year TPSC returned +25.70% while VYM returned +26.12%. Year to date, TPSC is up 17.87% versus a gain of 15.80% for VYM.

Over three years, TPSC compounded at +14.56% per year against +18.25% for VYM; over five years the annualized figures are +9.06% and +12.51% respectively. Across the full 7-year window we track, TPSC has the edge at +11.77% annualized vs +7.07%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TPSC has been the more volatile fund, with annualized monthly volatility of 21.5% compared with 14.6% for VYM. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -41.9% for TPSC and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TPSC charges 0.52% per year while VYM charges 0.04%. On a $10,000 position that is $52 vs $4 annually, a gap of $48 per year that compounds over a long holding period. On income, TPSC currently yields 1.04% against 2.86% for VYM.

Holdings Overlap

2.6%overlap

TPSC and VYM share 149 holdings out of 847 unique holdings combined, representing a 2.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TPSCWeight in VYMDifference
NJR0.55%0.02%0.53%
POR0.47%0.03%0.44%
BKH0.47%0.02%0.45%
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Frequently Asked Questions

Which is cheaper, TPSC or VYM?

TPSC has an expense ratio of 0.52% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $48 per year of difference.

Which performed better, TPSC or VYM?

Over the past year TPSC returned +25.70% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (7 years), TPSC annualized +11.77% vs +7.07% for VYM. Past performance does not guarantee future results.

Which is riskier, TPSC or VYM?

TPSC has been the more volatile fund at 21.5% annualized versus 14.6% for VYM. Worst drawdown: TPSC -41.9% vs VYM -58.8%.

Should I hold both TPSC and VYM?

TPSC and VYM have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TPSC and VYM?

TPSC and VYM share 149 common holdings with a 2.6% weight overlap. Combined, they hold 847 unique securities.

Which pays a higher dividend, TPSC or VYM?

TPSC yields 1.04% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.

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