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.
Key characteristics
| TPHD | ETIDX | |
|---|---|---|
| YTD Return | 19.02% | 26.10% |
| 1Y Return | 29.68% | 38.43% |
| 3Y Return (Ann) | 9.47% | 4.89% |
| 5Y Return (Ann) | 10.65% | 14.74% |
| Sharpe Ratio | 2.71 | 2.88 |
| Sortino Ratio | 3.85 | 3.93 |
| Omega Ratio | 1.48 | 1.48 |
| Calmar Ratio | 4.44 | 2.31 |
| Martin Ratio | 16.94 | 19.32 |
| Ulcer Index | 1.83% | 2.09% |
| Daily Std Dev | 11.43% | 13.99% |
| Max Drawdown | -41.70% | -34.12% |
| Current Drawdown | 0.00% | 0.00% |
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
In the year-to-date period, TPHD achieves a 19.02% return, which is significantly lower than ETIDX's 26.10% 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. 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 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 1.97%, more than ETIDX's 0.49% 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% |
ETIDX Eventide Dividend Opportunities Fund | 0.49% | 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 -41.70%, 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
The current volatility for Timothy Plan High Dividend Stock ETF (TPHD) is 3.86%, while Eventide Dividend Opportunities Fund (ETIDX) has a volatility of 4.11%. This indicates that TPHD experiences smaller price fluctuations and is considered to be less risky than ETIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.