TPLE vs. USMV ETF Comparison
Comparison of Timothy Plan US Large/Mid Cap Core Enhanced ETF (TPLE) to iShares MSCI USA Minimum Volatility ETF (USMV)
TPLE
Timothy Plan US Large/Mid Cap Core Enhanced ETF
TPLE Description
The Fund seeks to provide investment results that track the performance of Victory US Large/Mid Cap Long/Cash Volatility Weighted BRI Index before fees and expenses. “BRI” is shorthand for Biblically Responsible Investing.
Grade (RS Rating)
Last Trade
$26.30
Average Daily Volume
2,385
Number of Holdings
*
282
* may have additional holdings in another (foreign) market
USMV
iShares MSCI USA Minimum Volatility ETF
USMV Description
The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$91.10
Average Daily Volume
2,232,096
Number of Holdings
*
170
* may have additional holdings in another (foreign) market
Performance
Period | TPLE | USMV |
---|---|---|
30 Days | 4.38% | 0.70% |
60 Days | 10.41% | 7.72% |
90 Days | 9.23% | 8.91% |
12 Months | 22.81% | 29.23% |
68 Overlapping Holdings
Symbol | Grade | Weight in TPLE | Weight in USMV | Overlap | |
---|---|---|---|---|---|
ACGL | A | 0.44% | 0.81% | 0.44% | |
ADI | B | 0.41% | 0.24% | 0.24% | |
AEE | A | 0.45% | 0.23% | 0.23% | |
AEP | C | 0.47% | 0.41% | 0.41% | |
AFG | A | 0.42% | 0.34% | 0.34% | |
AJG | C | 0.54% | 1.24% | 0.54% | |
AKAM | D | 0.38% | 0.45% | 0.38% | |
ANET | A | 0.26% | 0.29% | 0.26% | |
APH | D | 0.55% | 1.29% | 0.55% | |
ATO | A | 0.59% | 0.05% | 0.05% | |
AVGO | B | 0.31% | 1.2% | 0.31% | |
BMRN | F | 0.22% | 0.25% | 0.22% | |
CBOE | B | 0.51% | 0.87% | 0.51% | |
CDNS | D | 0.28% | 0.16% | 0.16% | |
CDW | D | 0.42% | 0.44% | 0.42% | |
CMS | A | 0.51% | 0.2% | 0.2% | |
CPB | D | 0.44% | 0.37% | 0.37% | |
CTSH | B | 0.44% | 0.76% | 0.44% | |
DPZ | D | 0.31% | 0.18% | 0.18% | |
DTE | B | 0.48% | 0.21% | 0.21% | |
ED | C | 0.52% | 1.23% | 0.52% | |
EG | A | 0.36% | 0.46% | 0.36% | |
EOG | B | 0.3% | 0.16% | 0.16% | |
ERIE | A | 0.36% | 0.54% | 0.36% | |
FANG | D | 0.28% | 0.54% | 0.28% | |
FCNCA | D | 0.35% | 0.73% | 0.35% | |
FFIV | B | 0.51% | 0.51% | 0.51% | |
FICO | C | 0.46% | 0.5% | 0.46% | |
FSLR | C | 0.25% | 0.08% | 0.08% | |
GD | C | 0.48% | 0.06% | 0.06% | |
GRMN | D | 0.46% | 0.27% | 0.27% | |
HRL | F | 0.26% | 0.22% | 0.22% | |
HUM | F | 0.28% | 0.4% | 0.28% | |
ICE | A | 0.58% | 0.29% | 0.29% | |
INCY | B | 0.39% | 0.51% | 0.39% | |
IT | A | 0.35% | 0.34% | 0.34% | |
KEYS | B | 0.3% | 0.56% | 0.3% | |
KMB | D | 0.6% | 0.22% | 0.22% | |
LIN | C | 0.54% | 0.17% | 0.17% | |
LNT | B | 0.52% | 0.1% | 0.1% | |
MKL | B | 0.39% | 0.32% | 0.32% | |
MPC | D | 0.25% | 0.57% | 0.25% | |
NBIX | F | 0.28% | 0.31% | 0.28% | |
NOW | B | 0.34% | 0.64% | 0.34% | |
NTAP | D | 0.31% | 0.22% | 0.22% | |
NVDA | B | 0.27% | 0.53% | 0.27% | |
ORLY | A | 0.44% | 0.65% | 0.44% | |
OTIS | A | 0.57% | 0.07% | 0.07% | |
OXY | D | 0.25% | 0.13% | 0.13% | |
PKG | B | 0.45% | 0.18% | 0.18% | |
PSX | D | 0.29% | 0.06% | 0.06% | |
PTC | B | 0.41% | 0.48% | 0.41% | |
REGN | D | 0.53% | 0.83% | 0.53% | |
ROL | C | 0.37% | 0.37% | 0.37% | |
ROP | D | 0.57% | 1.3% | 0.57% | |
RSG | D | 0.67% | 1.48% | 0.67% | |
SNPS | F | 0.26% | 0.17% | 0.17% | |
SO | A | 0.58% | 1.39% | 0.58% | |
TDY | A | 0.44% | 0.54% | 0.44% | |
TEL | D | 0.41% | 0.07% | 0.07% | |
TW | A | 0.43% | 0.18% | 0.18% | |
UTHR | C | 0.52% | 0.14% | 0.14% | |
VLO | F | 0.23% | 0.05% | 0.05% | |
VRSK | D | 0.57% | 0.4% | 0.4% | |
WEC | B | 0.48% | 0.76% | 0.48% | |
WM | B | 0.51% | 1.37% | 0.51% | |
WMB | A | 0.56% | 0.24% | 0.24% | |
WRB | C | 0.42% | 0.29% | 0.29% |
TPLE Overweight 214 Positions Relative to USMV
Symbol | Grade | Weight | |
---|---|---|---|
GL | C | 0.96% | |
KMI | A | 0.6% | |
HWM | A | 0.58% | |
WAB | A | 0.58% | |
PEG | A | 0.57% | |
AFL | A | 0.56% | |
ETR | A | 0.55% | |
ITW | C | 0.54% | |
HEI | C | 0.54% | |
BRO | A | 0.54% | |
LDOS | A | 0.53% | |
COST | C | 0.53% | |
CTAS | C | 0.52% | |
RGA | B | 0.52% | |
AME | C | 0.51% | |
AVY | D | 0.5% | |
RYAN | A | 0.5% | |
SHW | C | 0.5% | |
PAYX | B | 0.49% | |
USFD | C | 0.49% | |
NI | A | 0.49% | |
EVRG | C | 0.48% | |
VST | A | 0.48% | |
SYY | D | 0.48% | |
NDAQ | C | 0.48% | |
SSNC | C | 0.48% | |
HCA | C | 0.47% | |
TRGP | A | 0.47% | |
TYL | D | 0.47% | |
STE | D | 0.47% | |
DOV | C | 0.47% | |
ROST | D | 0.47% | |
OKE | A | 0.47% | |
FDS | C | 0.46% | |
CNP | B | 0.45% | |
AWK | D | 0.45% | |
CINF | A | 0.45% | |
LNG | A | 0.44% | |
CSX | D | 0.44% | |
TDG | A | 0.44% | |
EXPD | D | 0.44% | |
PFG | A | 0.44% | |
ACM | A | 0.43% | |
LOW | C | 0.43% | |
GWW | B | 0.43% | |
TSCO | A | 0.42% | |
IEX | D | 0.42% | |
UNP | F | 0.42% | |
JKHY | A | 0.42% | |
IBKR | A | 0.42% | |
PPG | D | 0.42% | |
XYL | C | 0.42% | |
CASY | D | 0.41% | |
LYB | B | 0.41% | |
TT | A | 0.41% | |
ZTS | C | 0.41% | |
CARR | A | 0.41% | |
FAST | C | 0.41% | |
DHR | D | 0.41% | |
IR | A | 0.41% | |
LII | C | 0.4% | |
SYK | C | 0.4% | |
NVR | C | 0.4% | |
PH | A | 0.39% | |
AOS | C | 0.39% | |
BKR | B | 0.39% | |
CAH | B | 0.39% | |
RPM | A | 0.39% | |
FTV | C | 0.38% | |
SNA | C | 0.38% | |
ALLE | A | 0.38% | |
GGG | C | 0.38% | |
HII | F | 0.37% | |
MAS | C | 0.37% | |
EQH | B | 0.37% | |
IP | C | 0.37% | |
EME | B | 0.37% | |
MTD | C | 0.36% | |
MANH | A | 0.36% | |
WSO | C | 0.36% | |
MKC | C | 0.36% | |
RNR | A | 0.36% | |
VMC | D | 0.36% | |
DE | C | 0.36% | |
CPRT | B | 0.36% | |
PCAR | D | 0.35% | |
SCI | D | 0.35% | |
NEE | C | 0.35% | |
ISRG | C | 0.35% | |
LKQ | F | 0.34% | |
CMG | C | 0.34% | |
NSC | C | 0.34% | |
CRBG | B | 0.34% | |
HUBB | A | 0.34% | |
MSCI | B | 0.34% | |
TPL | A | 0.34% | |
CSL | A | 0.34% | |
EFX | D | 0.33% | |
CF | A | 0.33% | |
PHM | C | 0.33% | |
GPC | D | 0.33% | |
LYV | A | 0.33% | |
CPAY | A | 0.33% | |
CAT | A | 0.33% | |
DHI | C | 0.33% | |
PWR | A | 0.32% | |
A | B | 0.32% | |
UHAL | C | 0.32% | |
TER | C | 0.32% | |
MLM | F | 0.32% | |
VLTO | A | 0.32% | |
MORN | B | 0.31% | |
GEHC | C | 0.31% | |
LEN | C | 0.31% | |
TXT | F | 0.31% | |
CTRA | D | 0.3% | |
WLK | C | 0.3% | |
AXON | A | 0.3% | |
BALL | C | 0.3% | |
KLAC | B | 0.3% | |
DT | B | 0.3% | |
CEG | A | 0.3% | |
WAT | B | 0.3% | |
TOL | C | 0.3% | |
LECO | D | 0.29% | |
CHK | C | 0.29% | |
RS | D | 0.29% | |
BSY | D | 0.29% | |
IQV | F | 0.29% | |
FIX | A | 0.29% | |
JBHT | D | 0.29% | |
SWKS | F | 0.29% | |
LPLA | D | 0.28% | |
NXPI | F | 0.28% | |
RMD | C | 0.28% | |
IDXX | D | 0.28% | |
COP | D | 0.28% | |
CE | D | 0.28% | |
TRMB | B | 0.27% | |
DVA | C | 0.27% | |
MPWR | B | 0.27% | |
POOL | D | 0.27% | |
AVTR | D | 0.27% | |
BURL | C | 0.27% | |
URI | C | 0.27% | |
CPNG | C | 0.26% | |
TSLA | C | 0.26% | |
LW | D | 0.26% | |
MRO | B | 0.26% | |
VEEV | C | 0.26% | |
SLB | D | 0.25% | |
AES | C | 0.25% | |
FCX | B | 0.25% | |
DECK | B | 0.25% | |
ODFL | F | 0.25% | |
STLD | C | 0.25% | |
APTV | D | 0.24% | |
PODD | C | 0.24% | |
CSGP | F | 0.24% | |
BEN | F | 0.24% | |
ROK | D | 0.24% | |
MCHP | F | 0.24% | |
KMX | F | 0.24% | |
DAY | C | 0.24% | |
ZBRA | B | 0.24% | |
NUE | D | 0.24% | |
WMS | D | 0.23% | |
FND | C | 0.23% | |
EQT | C | 0.23% | |
COTY | F | 0.22% | |
APP | A | 0.22% | |
FTNT | A | 0.22% | |
DOCU | A | 0.22% | |
HAL | D | 0.22% | |
KNSL | B | 0.21% | |
BLD | D | 0.21% | |
DINO | F | 0.21% | |
TTD | A | 0.21% | |
DVN | F | 0.21% | |
EW | F | 0.2% | |
CRL | F | 0.2% | |
BRKR | D | 0.2% | |
WST | D | 0.2% | |
ENTG | D | 0.2% | |
OVV | D | 0.19% | |
PLTR | A | 0.19% | |
ON | F | 0.19% | |
PR | D | 0.19% | |
EPAM | F | 0.19% | |
PANW | B | 0.19% | |
BLDR | C | 0.19% | |
CVNA | A | 0.18% | |
VRT | B | 0.18% | |
AMD | C | 0.18% | |
MEDP | F | 0.17% | |
JBL | C | 0.17% | |
SAIA | D | 0.16% | |
PSTG | F | 0.16% | |
RGEN | F | 0.15% | |
DG | F | 0.14% | |
DDOG | B | 0.14% | |
FIVE | D | 0.14% | |
DLTR | F | 0.14% | |
LSCC | D | 0.13% | |
ENPH | F | 0.13% | |
ALGN | D | 0.13% | |
SQ | D | 0.13% | |
ALB | D | 0.12% | |
DXCM | F | 0.1% | |
MSTR | B | 0.1% | |
ESTC | F | 0.1% | |
COIN | F | 0.08% | |
CELH | F | 0.05% | |
SMCI | F | 0.04% |
TPLE Underweight 102 Positions Relative to USMV
Symbol | Grade | Weight | |
---|---|---|---|
IBM | A | -1.74% | |
TMUS | A | -1.72% | |
PGR | B | -1.67% | |
MSI | A | -1.67% | |
WMT | A | -1.67% | |
NOC | B | -1.58% | |
DUK | C | -1.53% | |
BRK.A | B | -1.52% | |
LLY | D | -1.51% | |
CB | A | -1.51% | |
WCN | D | -1.48% | |
VZ | C | -1.46% | |
TXN | C | -1.39% | |
UNH | B | -1.36% | |
CSCO | A | -1.36% | |
MSFT | D | -1.35% | |
MCD | A | -1.3% | |
ACN | B | -1.28% | |
PG | D | -1.25% | |
JNJ | D | -1.25% | |
ABBV | C | -1.23% | |
MRK | F | -1.21% | |
ORCL | A | -1.16% | |
MMC | D | -1.12% | |
PEP | F | -1.11% | |
MCK | F | -1.1% | |
TRV | B | -1.04% | |
AZO | D | -1.0% | |
AAPL | C | -0.98% | |
LMT | A | -0.94% | |
GILD | A | -0.9% | |
GDDY | B | -0.82% | |
K | B | -0.81% | |
V | B | -0.8% | |
GIS | C | -0.78% | |
EA | D | -0.76% | |
T | B | -0.73% | |
VRTX | D | -0.72% | |
KDP | C | -0.7% | |
AMGN | D | -0.68% | |
MA | A | -0.67% | |
VRSN | C | -0.67% | |
ELV | F | -0.67% | |
TSN | D | -0.67% | |
COR | F | -0.62% | |
BDX | C | -0.61% | |
FI | A | -0.59% | |
KR | C | -0.59% | |
NEM | C | -0.58% | |
CME | A | -0.53% | |
YUM | C | -0.53% | |
JNPR | C | -0.5% | |
MDLZ | D | -0.5% | |
AON | A | -0.49% | |
UBER | C | -0.48% | |
BAH | C | -0.46% | |
XOM | A | -0.46% | |
CL | D | -0.45% | |
TJX | D | -0.44% | |
BMY | A | -0.44% | |
KHC | F | -0.43% | |
XEL | C | -0.43% | |
WDAY | D | -0.4% | |
CMCSA | B | -0.38% | |
WTW | C | -0.37% | |
CHD | D | -0.37% | |
CTVA | A | -0.37% | |
GEN | A | -0.33% | |
HSY | D | -0.33% | |
CVX | B | -0.32% | |
FWONK | D | -0.3% | |
GLW | C | -0.3% | |
HD | A | -0.3% | |
AIZ | B | -0.29% | |
L | C | -0.27% | |
ALNY | C | -0.25% | |
D | A | -0.23% | |
PFE | D | -0.23% | |
MOH | F | -0.22% | |
AZPN | A | -0.22% | |
HON | C | -0.22% | |
CI | D | -0.22% | |
HUBS | D | -0.19% | |
MELI | D | -0.19% | |
STX | C | -0.18% | |
HOLX | D | -0.17% | |
CRWD | D | -0.15% | |
GOOG | B | -0.15% | |
MDT | C | -0.14% | |
HIG | A | -0.12% | |
AMZN | C | -0.12% | |
KO | C | -0.11% | |
DELL | C | -0.1% | |
DGX | D | -0.1% | |
ABT | C | -0.09% | |
RTX | A | -0.09% | |
ADP | A | -0.08% | |
KNX | D | -0.06% | |
ULTA | D | -0.05% | |
BR | B | -0.05% | |
CVS | D | -0.05% | |
CRM | B | -0.04% |
TPLE: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Oil & Gas E&P
Diagnostics & Research
Semiconductors
Utilities - Regulated Electric
Business Services
Specialty Chemicals
Aerospace & Defense
Biotechnology
Building Materials
Capital Markets
Information Technology Services
Insurance - Property & Casualty
Oil & Gas Midstream
Residential Construction
Scientific & Technical Instruments
Specialty Retail
Discount Stores
Engineering & Construction
USMV: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Biotechnology
Insurance - Property & Casualty
Business Services
Health Care Plans
Information Technology Services
Insurance Brokers
Packaged Foods
Software - Infrastructure
Specialty Retail
Aerospace & Defense
Household & Personal Products
Insurance - Diversified
Semiconductors
Beverages - Soft Drinks
Communication Equipment
Electronic Components
Financial Data & Stock Exchanges