TPHD vs. BIBL
Compare and contrast key facts about Timothy Plan High Dividend Stock ETF (TPHD) and Inspire 100 ETF (BIBL).
TPHD and BIBL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TPHD 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 Apr 29, 2019. BIBL is a passively managed fund by Inspire that tracks the performance of the Inspire 100 Index. It was launched on Oct 30, 2017. Both TPHD and BIBL 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: TPHD or BIBL.
Key characteristics
| TPHD | BIBL | |
|---|---|---|
| YTD Return | 19.02% | 21.00% |
| 1Y Return | 29.68% | 37.14% |
| 3Y Return (Ann) | 9.47% | 3.17% |
| 5Y Return (Ann) | 10.65% | 12.54% |
| Sharpe Ratio | 2.71 | 2.61 |
| Sortino Ratio | 3.85 | 3.60 |
| Omega Ratio | 1.48 | 1.46 |
| Calmar Ratio | 4.44 | 1.91 |
| Martin Ratio | 16.94 | 15.62 |
| Ulcer Index | 1.83% | 2.51% |
| Daily Std Dev | 11.43% | 15.00% |
| Max Drawdown | -41.70% | -36.12% |
| Current Drawdown | 0.00% | -0.29% |
Correlation
The correlation between TPHD and BIBL is 0.82, 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
TPHD vs. BIBL - Performance Comparison
In the year-to-date period, TPHD achieves a 19.02% return, which is significantly lower than BIBL's 21.00% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TPHD vs. BIBL - Expense Ratio Comparison
TPHD has a 0.52% expense ratio, which is higher than BIBL's 0.35% expense ratio.
Risk-Adjusted Performance
TPHD vs. BIBL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan High Dividend Stock ETF (TPHD) and Inspire 100 ETF (BIBL). 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.
Dividends
TPHD vs. BIBL - Dividend Comparison
TPHD's dividend yield for the trailing twelve months is around 1.97%, more than BIBL's 0.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
TPHD Timothy Plan High Dividend Stock ETF | 1.97% | 2.20% | 2.39% | 1.86% | 2.39% | 1.60% | 0.00% | 0.00% |
BIBL Inspire 100 ETF | 0.95% | 1.02% | 0.98% | 17.87% | 1.67% | 1.30% | 1.62% | 0.31% |
Drawdowns
TPHD vs. BIBL - Drawdown Comparison
The maximum TPHD drawdown since its inception was -41.70%, which is greater than BIBL's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for TPHD and BIBL. For additional features, visit the drawdowns tool.
Volatility
TPHD vs. BIBL - Volatility Comparison
The current volatility for Timothy Plan High Dividend Stock ETF (TPHD) is 3.86%, while Inspire 100 ETF (BIBL) has a volatility of 4.82%. This indicates that TPHD experiences smaller price fluctuations and is considered to be less risky than BIBL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.