TPHD vs. INDS
Compare and contrast key facts about Timothy Plan High Dividend Stock ETF (TPHD) and Pacer Benchmark Industrial Real Estate SCTR ETF (INDS).
TPHD and INDS 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. INDS is a passively managed fund by Pacer Advisors that tracks the performance of the Benchmark Industrial Real Estate SCTR Index. It was launched on May 14, 2018. Both TPHD and INDS 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 INDS.
Key characteristics
| TPHD | INDS | |
|---|---|---|
| YTD Return | 19.02% | -4.64% |
| 1Y Return | 29.68% | 17.66% |
| 3Y Return (Ann) | 9.47% | -5.98% |
| 5Y Return (Ann) | 10.65% | 5.62% |
| Sharpe Ratio | 2.71 | 0.96 |
| Sortino Ratio | 3.85 | 1.50 |
| Omega Ratio | 1.48 | 1.18 |
| Calmar Ratio | 4.44 | 0.49 |
| Martin Ratio | 16.94 | 2.46 |
| Ulcer Index | 1.83% | 7.29% |
| Daily Std Dev | 11.43% | 18.77% |
| Max Drawdown | -41.70% | -40.44% |
| Current Drawdown | 0.00% | -24.77% |
Correlation
The correlation between TPHD and INDS is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TPHD vs. INDS - Performance Comparison
In the year-to-date period, TPHD achieves a 19.02% return, which is significantly higher than INDS's -4.64% 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. INDS - Expense Ratio Comparison
TPHD has a 0.52% expense ratio, which is lower than INDS's 0.60% expense ratio.
Risk-Adjusted Performance
TPHD vs. INDS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan High Dividend Stock ETF (TPHD) and Pacer Benchmark Industrial Real Estate SCTR ETF (INDS). 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. INDS - Dividend Comparison
TPHD's dividend yield for the trailing twelve months is around 1.97%, less than INDS's 2.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
TPHD Timothy Plan High Dividend Stock ETF | 1.97% | 2.20% | 2.39% | 1.86% | 2.39% | 1.60% | 0.00% |
INDS Pacer Benchmark Industrial Real Estate SCTR ETF | 2.28% | 3.11% | 2.14% | 1.24% | 1.68% | 2.26% | 1.81% |
Drawdowns
TPHD vs. INDS - Drawdown Comparison
The maximum TPHD drawdown since its inception was -41.70%, roughly equal to the maximum INDS drawdown of -40.44%. Use the drawdown chart below to compare losses from any high point for TPHD and INDS. For additional features, visit the drawdowns tool.
Volatility
TPHD vs. INDS - Volatility Comparison
The current volatility for Timothy Plan High Dividend Stock ETF (TPHD) is 3.86%, while Pacer Benchmark Industrial Real Estate SCTR ETF (INDS) has a volatility of 6.01%. This indicates that TPHD experiences smaller price fluctuations and is considered to be less risky than INDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.