TPHE vs. FTDS
Compare and contrast key facts about Timothy Plan High Dividend Stock Enhanced ETF (TPHE) and First Trust Dividend Strength ETF (FTDS).
TPHE and FTDS are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. FTDS is a passively managed fund by First Trust that tracks the performance of the Dividend Strength Index. It was launched on Dec 5, 2006. Both TPHE and FTDS 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: TPHE or FTDS.
Correlation
The correlation between TPHE and FTDS 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.
Performance
TPHE vs. FTDS - Performance Comparison
Loading data...
Key characteristics
TPHE:
0.19
FTDS:
0.33
TPHE:
0.39
FTDS:
0.62
TPHE:
1.05
FTDS:
1.08
TPHE:
0.21
FTDS:
0.35
TPHE:
0.69
FTDS:
1.17
TPHE:
4.77%
FTDS:
5.41%
TPHE:
16.21%
FTDS:
18.66%
TPHE:
-21.43%
FTDS:
-53.49%
TPHE:
-7.64%
FTDS:
-5.33%
Returns By Period
In the year-to-date period, TPHE achieves a 0.14% return, which is significantly lower than FTDS's 2.68% return.
TPHE
0.14%
2.65%
-4.88%
3.00%
N/A
N/A
FTDS
2.68%
7.57%
-3.59%
6.17%
17.04%
9.58%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TPHE vs. FTDS - Expense Ratio Comparison
TPHE has a 0.52% expense ratio, which is lower than FTDS's 0.70% expense ratio.
Risk-Adjusted Performance
TPHE vs. FTDS — Risk-Adjusted Performance Rank
TPHE
FTDS
TPHE vs. FTDS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan High Dividend Stock Enhanced ETF (TPHE) and First Trust Dividend Strength ETF (FTDS). 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.
Loading data...
Dividends
TPHE vs. FTDS - Dividend Comparison
TPHE's dividend yield for the trailing twelve months is around 2.26%, more than FTDS's 2.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TPHE Timothy Plan High Dividend Stock Enhanced ETF | 2.26% | 2.04% | 2.46% | 2.80% | 0.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTDS First Trust Dividend Strength ETF | 2.06% | 2.05% | 2.15% | 2.31% | 0.72% | 0.99% | 1.13% | 1.14% | 0.79% | 1.24% | 0.95% | 1.07% |
Drawdowns
TPHE vs. FTDS - Drawdown Comparison
The maximum TPHE drawdown since its inception was -21.43%, smaller than the maximum FTDS drawdown of -53.49%. Use the drawdown chart below to compare losses from any high point for TPHE and FTDS. For additional features, visit the drawdowns tool.
Loading data...
Volatility
TPHE vs. FTDS - Volatility Comparison
The current volatility for Timothy Plan High Dividend Stock Enhanced ETF (TPHE) is 3.92%, while First Trust Dividend Strength ETF (FTDS) has a volatility of 5.48%. This indicates that TPHE experiences smaller price fluctuations and is considered to be less risky than FTDS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...