BWTG vs TPLC
Brendan Wood TopGun ETF vs Timothy Plan US Large/Mid Cap Core ETF
Which is better, BWTG or TPLC?
BWTG has been ahead.
TPLC has a lower expense ratio. BWTG led over 1Y, 3Y and the full window. TPLC is less concentrated, with 7.0% of the fund in its ten largest positions against 56.7%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BWTG | TPLC |
|---|---|---|
| Expense Ratio | 0.95% | 0.52%Best |
| AUM | $21M | $311M |
| Dividend Yield | 0.33% | 0.86% |
| Holdings | 42 | 542 |
| YTD Return | +5.61% | +8.72%Best |
| 1Y Return | +10.02%Best | +9.22% |
| 3Y Return (annualized) | +19.00%Best | +13.58% |
| 5Y Return (annualized) | - | +7.65% |
| Volatility (annualized) | 11.8%Best | 12.4% |
| Max Drawdown | -13.2%Best | -18.2% |
| $10,000 over 2.9 years | $16,561Best | $14,903 |
| Top 10 Weight | 56.7% | 7.0%Best |
| Fund Family | Brendan Wood TopGun | Timothy Plan |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Nov 9, 2023 | May 5, 2019 |
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 9, 2023 to Oct 14, 2026 (2.9 years).
BWTG vs TPLC growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.
BWTG vs TPLC Performance
Brendan Wood TopGun ETF (BWTG) is an ETF from Brendan Wood TopGun and Timothy Plan US Large/Mid Cap Core ETF (TPLC) is an ETF from Timothy Plan. Over the past year BWTG returned +10.02% while TPLC returned +9.22%. Year to date, BWTG is up 5.61% versus a gain of 8.72% for TPLC.
Over three years, BWTG compounded at +19.00% per year against +13.58% for TPLC.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
TPLC has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 11.8% for BWTG. 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 -13.2% for BWTG and -18.2% for TPLC. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BWTG charges 0.95% per year while TPLC charges 0.52%. On a $10,000 position that is $95 vs $52 annually, a gap of $43 per year that compounds over a long holding period. On income, BWTG currently yields 0.33% against 0.86% for TPLC.
Holdings Overlap
19.1% of BWTG's money is in holdings TPLC also owns. 2.0% of TPLC's money is in holdings BWTG also owns.
BWTG and TPLC share little of their money.
4 positions in common, counted across the 20 positions we hold weights for in BWTG and 268 in TPLC, against full books of 42 and 542.
What only one of them owns
Our book lists 257 positions for TPLC that do not appear in our book for BWTG (95.3% of the fund), and 11 for BWTG that do not appear in TPLC (55.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
You are not choosing between two funds in isolation.
Whichever of BWTG and TPLC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BWTG or TPLC?
BWTG has an expense ratio of 0.95% while TPLC charges 0.52%. TPLC is the cheaper option, by $43 a year on a $10,000 investment.
Which performed better, BWTG or TPLC?
Over the past year BWTG returned +10.02% vs +9.22% for TPLC, so BWTG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BWTG or TPLC?
TPLC has been the more volatile fund at 12.4% annualized versus 11.8% for BWTG. Worst drawdown: BWTG -13.2% vs TPLC -18.2%.
Should I hold both BWTG and TPLC?
BWTG and TPLC have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BWTG and TPLC?
19.1% of BWTG's money is in holdings TPLC also owns. 2.0% of TPLC's is in holdings BWTG also owns. They hold 4 positions in common, counted across the 20 positions we hold weights for in BWTG and 268 in TPLC.
Which pays a higher dividend, BWTG or TPLC?
BWTG yields 0.33% while TPLC yields 0.86%, so TPLC currently pays the higher dividend yield.
Is TPLC better than BWTG?
TPLC has a lower expense ratio. BWTG led over 1Y, 3Y and the full window. TPLC is less concentrated, with 7.0% of the fund in its ten largest positions against 56.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.