FTDS vs. TPHE
Compare and contrast key facts about First Trust Dividend Strength ETF (FTDS) and Timothy Plan High Dividend Stock Enhanced ETF (TPHE).
FTDS and TPHE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. FTDS is a passively managed fund by First Trust that tracks the performance of the Dividend Strength Index. It was launched on Dec 5, 2006. TPHE is a passively managed fund by Timothy Plan that tracks the performance of the Victory US Large Cap High Dividend Volatility Weighted BRI Index. It was launched on Jul 28, 2021. Both FTDS and TPHE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTDS or TPHE.
Correlation
The correlation between FTDS and TPHE is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FTDS vs. TPHE - Performance Comparison
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Key characteristics
FTDS:
0.33
TPHE:
0.19
FTDS:
0.62
TPHE:
0.39
FTDS:
1.08
TPHE:
1.05
FTDS:
0.35
TPHE:
0.21
FTDS:
1.17
TPHE:
0.69
FTDS:
5.41%
TPHE:
4.77%
FTDS:
18.66%
TPHE:
16.21%
FTDS:
-53.49%
TPHE:
-21.43%
FTDS:
-5.33%
TPHE:
-7.64%
Returns By Period
In the year-to-date period, FTDS achieves a 2.68% return, which is significantly higher than TPHE's 0.14% return.
FTDS
2.68%
7.57%
-3.59%
6.17%
17.04%
9.58%
TPHE
0.14%
2.65%
-4.88%
3.00%
N/A
N/A
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FTDS vs. TPHE - Expense Ratio Comparison
FTDS has a 0.70% expense ratio, which is higher than TPHE's 0.52% expense ratio.
Risk-Adjusted Performance
FTDS vs. TPHE — Risk-Adjusted Performance Rank
FTDS
TPHE
FTDS vs. TPHE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Dividend Strength ETF (FTDS) and Timothy Plan High Dividend Stock Enhanced ETF (TPHE). 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.
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Dividends
FTDS vs. TPHE - Dividend Comparison
FTDS's dividend yield for the trailing twelve months is around 2.06%, less than TPHE's 2.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTDS First Trust Dividend Strength ETF | 2.06% | 2.05% | 2.15% | 2.31% | 0.72% | 0.99% | 1.13% | 1.14% | 0.79% | 1.24% | 0.95% | 1.07% |
TPHE Timothy Plan High Dividend Stock Enhanced ETF | 2.26% | 2.04% | 2.46% | 2.80% | 0.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FTDS vs. TPHE - Drawdown Comparison
The maximum FTDS drawdown since its inception was -53.49%, which is greater than TPHE's maximum drawdown of -21.43%. Use the drawdown chart below to compare losses from any high point for FTDS and TPHE. For additional features, visit the drawdowns tool.
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Volatility
FTDS vs. TPHE - Volatility Comparison
First Trust Dividend Strength ETF (FTDS) has a higher volatility of 5.48% compared to Timothy Plan High Dividend Stock Enhanced ETF (TPHE) at 3.92%. This indicates that FTDS's price experiences larger fluctuations and is considered to be riskier than TPHE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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