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TPLCvsUPGDETF Comparison
Timothy Plan US Large Cap Core ETF (TPLC) belongs to the US Low Volatility segment. Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) is part of the US Large Cap segment. TPLC's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, UPGD's top sector exposures are Industrials, Consumer Staples and Information Technology. TPLC is more expensive with a Total Expense Ratio (TER) of 0.52%, versus 0.4% for UPGD. TPLC is up 3.92% year-to-date (YTD) with +$12M in YTD flows. UPGD performs worse with 0.02% YTD performance, and -$5M in YTD flows. Run a side-by-side ETF comparison of TPLC and UPGD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
TPLC vs UPGD performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | TPLC UPGD | -2.95%-4.92% | +1.90%-1.18% | +3.92%+0.02% | +14.04%+9.50% | +47.80%+43.29% | +52.73%+31.66% |
| Flows | TPLC UPGD | +$2M-$2M | +$12M-$5M | +$12M-$5M | +$49M-$12M | +$60M-$51M | +$78M-$69M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | TPLC UPGD | +11.61%+13.20% | +16.93%+16.73% | +14.25%+15.65% | +16.44%+18.77% |
| Max drawdown | TPLC UPGD | -4.22%-6.97% | -12.38%-11.71% | -18.09%-16.72% | -21.53%-24.26% |
| Max drawdown duration | TPLC UPGD | 9d11d | 37d37d | 235d263d | 714d839d |
TPLC | UPGD | |
Last sale 3/13/2026 at 1:30 PM | $46.56 | $73.99 |
| Previous close 03/12/2026 | $46.55 | $74.00 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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TPLC | UPGD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
TPLC | UPGD | |
|---|---|---|
| Last price | $46.56 | $73.99 |
| 1D performance | +0.02% | -0.01% |
| AuM | $341.34 M | $101.63 M |
| E/R | 0.52% | 0.4% |
TPLC | UPGD | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Timothy Plan | Invesco |
| Benchmark | Victory US Large Cap Volatility Weighted BRI Index | Bloomberg ANR Improvers Index |
| N° of holdings | 251 | 50 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 1, 2019 | May 19, 2006 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the TPLC and UPGD ETFs performed in 2026?
As of March 11, 2026, TPLC is up 3.92% year-to-date (YTD), while UPGD has returned 0.02%. That puts TPLC better performer ahead so far this year.
Which ETF is attracting more investor money: TPLC or UPGD?
Year-to-date, the TPLC ETF saw +$12M in flows, compared to -$5M for UPGD.
Which ETF is more volatile: TPLC or UPGD?
Over the past year, TPLC had a volatility of 16.93%, while UPGD experienced 16.73%.
Which ETF is bigger: TPLC or UPGD?
As of March 11, 2026, TPLC holds $341.34 M in assets under management (AUM), while UPGD manages $101.63 M.
What sectors do the TPLC and UPGD ETFs invest in?
TPLC leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, UPGD focuses on Industrials, Consumer Staples and Information Technology.
What are the top holdings of the TPLC ETF and UPGD ETF?
TPLC top holdings include INTERCONTINENTAL EXCHANGE INC, CENTERPOINT ENERGY and EVERGY. UPGD holds in its top three: DOLLAR GENERAL, OLD DOMINION and ESTEE LAUDER.
Which ETF is more diversified: TPLC or UPGD?
TPLC holds 260 securities with 9.49% of its assets in the top 15. UPGD has 50 securities and a top 15 weight of 33.73%.
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