Correlation
The correlation between TPHD 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.
TPHD vs. TPHE
Compare and contrast key facts about Timothy Plan High Dividend Stock ETF (TPHD) and Timothy Plan High Dividend Stock Enhanced ETF (TPHE).
TPHD and TPHE 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. 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 TPHD 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: TPHD or TPHE.
Performance
TPHD vs. TPHE - Performance Comparison
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Key characteristics
TPHD:
0.47
TPHE:
0.33
TPHD:
0.70
TPHE:
0.51
TPHD:
1.09
TPHE:
1.07
TPHD:
0.44
TPHE:
0.29
TPHD:
1.47
TPHE:
0.93
TPHD:
4.73%
TPHE:
4.95%
TPHD:
16.56%
TPHE:
16.09%
TPHD:
-41.71%
TPHE:
-21.43%
TPHD:
-5.31%
TPHE:
-7.56%
Returns By Period
In the year-to-date period, TPHD achieves a 2.63% return, which is significantly higher than TPHE's 0.22% return.
TPHD
2.63%
3.18%
-5.31%
7.70%
6.58%
13.59%
N/A
TPHE
0.22%
0.90%
-7.56%
5.26%
-0.82%
N/A
N/A
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TPHD vs. TPHE - Expense Ratio Comparison
Both TPHD and TPHE have an expense ratio of 0.52%.
Risk-Adjusted Performance
TPHD vs. TPHE — Risk-Adjusted Performance Rank
TPHD
TPHE
TPHD vs. TPHE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan High Dividend Stock ETF (TPHD) 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
TPHD vs. TPHE - Dividend Comparison
TPHD's dividend yield for the trailing twelve months is around 2.05%, less than TPHE's 2.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
TPHD Timothy Plan High Dividend Stock ETF | 2.05% | 2.09% | 2.19% | 2.38% | 1.86% | 2.38% | 1.61% |
TPHE Timothy Plan High Dividend Stock Enhanced ETF | 2.26% | 2.04% | 2.46% | 2.80% | 0.88% | 0.00% | 0.00% |
Drawdowns
TPHD vs. TPHE - Drawdown Comparison
The maximum TPHD drawdown since its inception was -41.71%, which is greater than TPHE's maximum drawdown of -21.43%. Use the drawdown chart below to compare losses from any high point for TPHD and TPHE.
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Volatility
TPHD vs. TPHE - Volatility Comparison
Timothy Plan High Dividend Stock ETF (TPHD) has a higher volatility of 4.57% compared to Timothy Plan High Dividend Stock Enhanced ETF (TPHE) at 1.11%. This indicates that TPHD'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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