EQRR vs. TPHD

Last updated Aug 2, 2026

EQRR (ProShares Equities for Rising Rates ETF) and TPHD (Timothy Plan High Dividend Stock ETF) are both Mid Cap Value Equities funds - EQRR tracks the Nasdaq US Large Cap Equity Rising Rates Index while TPHD tracks the Victory US Large Cap High Dividend Volatility Weighted BRI Index. Both are passively managed. Over the past 5 years, EQRR returned 13.84%/yr vs 9.62%/yr for TPHD. Their 0.69 correlation means they have sometimes moved together and sometimes differently. EQRR charges 0.35%/yr vs 0.52%/yr for TPHD.

Performance

EQRR vs. TPHD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares Equities for Rising Rates ETF (EQRR) and Timothy Plan High Dividend Stock ETF (TPHD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EQRR achieves a 29.00% return, which is significantly higher than TPHD's 13.29% return.

EQRR

• 1D: 1.75%
• 1M: 4.41%
• 6M: 23.60%
• YTD: 29.00%
• 1Y: 40.33%
• 3Y*: 17.69%
• 5Y*: 13.84%
• 10Y*: —
• ALL TIME*: 10.68%

TPHD

• 1D: 0.16%
• 1M: 0.88%
• 6M: 7.48%
• YTD: 13.29%
• 1Y: 15.48%
• 3Y*: 12.08%
• 5Y*: 9.62%
• 10Y*: —
• ALL TIME*: 10.28%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
EQRR ProShares Equities for Rising Rates ETF	$235.70K	$533.46K	$2.90M
TPHD Timothy Plan High Dividend Stock ETF	$823.76K	$794.79K	$770.63K

EQRR vs. TPHD - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019
EQRR ProShares Equities for Rising Rates ETF	29.00%	15.49%	7.69%	9.19%	2.20%	36.11%	-10.14%	2.78%
TPHD Timothy Plan High Dividend Stock ETF	13.29%	8.28%	12.14%	8.86%	-1.91%	27.98%	-1.30%	9.57%

Correlation

The correlation between EQRR and TPHD is 0.48, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.48
Correlation (3Y) Balances recent behavior with more history.	0.73
Correlation (5Y) Shows whether the relationship held over a longer period.	0.74
Correlation (All Time) Calculated using the full available price history since May 1, 2019	0.69

Over the past year, the correlation between EQRR and TPHD has dropped to 0.48 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.

EQRR vs. TPHD - Sectors Allocation Comparison

Sectors	EQRR	TPHD
Technology	40.2%	8.8%
Energy	21.6%	14.0%
Financial Services	18.8%	12.8%
Communication Services	9.7%	0.0%
Industrials	5.5%	18.7%
Consumer Cyclical	4.3%	9.2%
Basic Materials	-	5.4%
Consumer Defensive	-	4.3%
Healthcare	-	2.6%
Real Estate	-	0.0%
Utilities	-	24.1%

Return for Risk

EQRR vs. TPHD — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

EQRR

EQRR Risk / Return Rank: 94
EQRR Sharpe Ratio Rank: 94
EQRR Sortino Ratio Rank: 91
EQRR Omega Ratio Rank: 92
EQRR Calmar Ratio Rank: 97
EQRR Martin Ratio Rank: 96

TPHD

TPHD Risk / Return Rank: 60
TPHD Sharpe Ratio Rank: 58
TPHD Sortino Ratio Rank: 62
TPHD Omega Ratio Rank: 54
TPHD Calmar Ratio Rank: 69
TPHD Martin Ratio Rank: 56

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

EQRR vs. TPHD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares Equities for Rising Rates ETF (EQRR) and Timothy Plan High Dividend Stock ETF (TPHD). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	EQRR	TPHD	Difference
Sharpe ratio: Return per unit of total volatility	2.56	1.37	+1.19
Sortino ratio: Return per unit of downside risk	3.30	2.08	+1.22
Omega ratio: Gain probability vs. loss probability	1.46	1.24	+0.22
Calmar ratio: Return relative to maximum drawdown	7.73	2.41	+5.33
Martin ratio: Return relative to average drawdown	26.43	6.70	+19.73

EQRR vs. TPHD - Sharpe Ratio Comparison

The current EQRR Sharpe Ratio is 2.56, which is higher than the TPHD Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of EQRR and TPHD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

EQRR vs. TPHD - Drawdown Comparison

The maximum EQRR drawdown since its inception was -57.93%, which is greater than TPHD's maximum drawdown of -41.71%. Use the drawdown chart below to compare losses from any high point for EQRR and TPHD.

Drawdown Indicators

	EQRR	TPHD	Difference
Max Drawdown Largest peak-to-trough decline	-57.93%	-41.71%	-16.22%
Max Drawdown (1Y) Largest decline over 1 year	-4.95%	-6.08%	+1.13%
Max Drawdown (3Y) Largest decline over 3 years	-17.75%	-15.89%	-1.86%
Max Drawdown (5Y) Largest decline over 5 years	-21.75%	-16.54%	-5.21%
Current Drawdown Current decline from peak	0.00%	-1.64%	+1.64%
Average Drawdown Average peak-to-trough decline	-9.93%	-4.65%	-5.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.45%	2.18%	-0.73%

Volatility

EQRR vs. TPHD - Volatility Comparison

The current volatility for ProShares Equities for Rising Rates ETF (EQRR) is 3.47%, while Timothy Plan High Dividend Stock ETF (TPHD) has a volatility of 3.72%. This indicates that EQRR experiences smaller price fluctuations and is considered to be less risky than TPHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EQRR	TPHD	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.47%	3.72%	-0.25%
Volatility (6M) Calculated over the trailing 6-month period	11.86%	7.45%	+4.41%
Volatility (1Y) Calculated over the trailing 1-year period	14.98%	10.66%	+4.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.22%	14.59%	+6.63%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	24.77%	19.48%	+5.29%

EQRR vs. TPHD - Expense Ratio Comparison

EQRR has a 0.35% expense ratio, which is lower than TPHD's 0.52% expense ratio.

Dividends

EQRR vs. TPHD - Dividend Comparison

EQRR's dividend yield for the trailing twelve months is around 1.07%, less than TPHD's 1.92% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
EQRR ProShares Equities for Rising Rates ETF	1.07%	1.70%	2.17%	2.77%	2.34%	1.71%	2.17%	2.05%	2.47%	0.69%
TPHD Timothy Plan High Dividend Stock ETF	1.92%	2.10%	2.09%	2.19%	2.38%	1.86%	2.38%	1.61%	0.00%	0.00%

Frequently Asked Questions

Can I hold both EQRR and TPHD in my portfolio?

EQRR and TPHD have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EQRR or TPHD?

TPHD has higher volatility (3.72%) compared to EQRR (3.47%). In terms of maximum drawdown, EQRR dropped -57.93% vs TPHD's -41.71%.

Which ETF is better, EQRR or TPHD?

On 5-year performance, EQRR leads with 13.84% vs 9.62% for TPHD. On fees, EQRR is cheaper at 0.35% per year. On volatility, EQRR has been the lower-risk option at 3.47%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, EQRR or TPHD?

Over the 5-year period, EQRR has performed better with a 13.84% return vs 9.62%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, EQRR or TPHD?

EQRR is cheaper with a 0.35% expense ratio, compared with 0.52% for TPHD.

Which ETF pays a higher dividend yield, EQRR or TPHD?

TPHD has the higher dividend yield at 1.92%, compared with 1.07% for EQRR.

What is the main difference between EQRR and TPHD?

EQRR tracks Nasdaq US Large Cap Equity Rising Rates Index, while TPHD tracks Victory US Large Cap High Dividend Volatility Weighted BRI Index. They also come from different issuers: ProShares and Timothy Plan. Their fees differ too: 0.35% for EQRR and 0.52% for TPHD.

Which has better risk-adjusted returns?

EQRR currently has the higher Sharpe Ratio (2.56 vs 1.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.