TPHD vs. ETIDX
Compare and contrast key facts about Timothy Plan High Dividend Stock ETF (TPHD) and Eventide Dividend Opportunities Fund (ETIDX).
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. ETIDX is managed by Eventide Funds. It was launched on Sep 29, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TPHD or ETIDX.
Correlation
The correlation between TPHD and ETIDX 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. ETIDX - Performance Comparison
Key characteristics
TPHD:
0.17
ETIDX:
0.10
TPHD:
0.35
ETIDX:
0.27
TPHD:
1.05
ETIDX:
1.03
TPHD:
0.17
ETIDX:
0.09
TPHD:
0.65
ETIDX:
0.33
TPHD:
4.16%
ETIDX:
5.65%
TPHD:
15.88%
ETIDX:
18.64%
TPHD:
-41.71%
ETIDX:
-34.12%
TPHD:
-11.10%
ETIDX:
-15.84%
Returns By Period
In the year-to-date period, TPHD achieves a -3.65% return, which is significantly higher than ETIDX's -7.24% return.
TPHD
-3.65%
-6.80%
-7.91%
3.56%
13.69%
N/A
ETIDX
-7.24%
-6.39%
-11.55%
2.33%
12.59%
N/A
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TPHD vs. ETIDX - Expense Ratio Comparison
TPHD has a 0.52% expense ratio, which is lower than ETIDX's 0.95% expense ratio.
Risk-Adjusted Performance
TPHD vs. ETIDX — Risk-Adjusted Performance Rank
TPHD
ETIDX
TPHD vs. ETIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan High Dividend Stock ETF (TPHD) and Eventide Dividend Opportunities Fund (ETIDX). 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. ETIDX - Dividend Comparison
TPHD's dividend yield for the trailing twelve months is around 2.21%, more than ETIDX's 0.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
TPHD Timothy Plan High Dividend Stock ETF | 2.21% | 2.09% | 2.19% | 2.39% | 1.85% | 2.38% | 1.61% | 0.00% | 0.00% |
ETIDX Eventide Dividend Opportunities Fund | 0.72% | 0.64% | 0.67% | 1.34% | 1.14% | 1.06% | 1.99% | 2.17% | 0.30% |
Drawdowns
TPHD vs. ETIDX - Drawdown Comparison
The maximum TPHD drawdown since its inception was -41.71%, which is greater than ETIDX's maximum drawdown of -34.12%. Use the drawdown chart below to compare losses from any high point for TPHD and ETIDX. For additional features, visit the drawdowns tool.
Volatility
TPHD vs. ETIDX - Volatility Comparison
Timothy Plan High Dividend Stock ETF (TPHD) and Eventide Dividend Opportunities Fund (ETIDX) have volatilities of 11.24% and 11.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.