TPHE vs. SPY
Compare and contrast key facts about Timothy Plan High Dividend Stock Enhanced ETF (TPHE) and SPDR S&P 500 ETF (SPY).
TPHE and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both TPHE and SPY 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 SPY.
Correlation
The correlation between TPHE and SPY 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. SPY - Performance Comparison
Key characteristics
TPHE:
1.62
SPY:
2.05
TPHE:
2.30
SPY:
2.73
TPHE:
1.28
SPY:
1.38
TPHE:
1.04
SPY:
3.11
TPHE:
6.60
SPY:
13.02
TPHE:
2.80%
SPY:
2.01%
TPHE:
11.42%
SPY:
12.77%
TPHE:
-21.43%
SPY:
-55.19%
TPHE:
-4.14%
SPY:
-2.33%
Returns By Period
In the year-to-date period, TPHE achieves a 3.93% return, which is significantly higher than SPY's 0.95% return.
TPHE
3.93%
2.22%
4.85%
19.52%
N/A
N/A
SPY
0.95%
-1.76%
7.74%
26.88%
14.01%
13.35%
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TPHE vs. SPY - Expense Ratio Comparison
TPHE has a 0.52% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TPHE vs. SPY — Risk-Adjusted Performance Rank
TPHE
SPY
TPHE vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan High Dividend Stock Enhanced ETF (TPHE) and SPDR S&P 500 ETF (SPY). 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
TPHE vs. SPY - Dividend Comparison
TPHE's dividend yield for the trailing twelve months is around 1.95%, more than SPY's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TPHE Timothy Plan High Dividend Stock Enhanced ETF | 1.95% | 2.04% | 2.65% | 2.80% | 0.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.19% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TPHE vs. SPY - Drawdown Comparison
The maximum TPHE drawdown since its inception was -21.43%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TPHE and SPY. For additional features, visit the drawdowns tool.
Volatility
TPHE vs. SPY - Volatility Comparison
The current volatility for Timothy Plan High Dividend Stock Enhanced ETF (TPHE) is 4.25%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.01%. This indicates that TPHE experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.