TPHE vs. TPLC
Compare and contrast key facts about Timothy Plan High Dividend Stock Enhanced ETF (TPHE) and Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC).
TPHE and TPLC 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. TPLC is a passively managed fund by Timothy Plan that tracks the performance of the Victory U.S. Large Cap Volatility Weighted BRI Index. It was launched on Apr 29, 2019. Both TPHE and TPLC 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 TPLC.
Correlation
The correlation between TPHE and TPLC 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. TPLC - Performance Comparison
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Key characteristics
TPHE:
0.19
TPLC:
0.41
TPHE:
0.39
TPLC:
0.71
TPHE:
1.05
TPLC:
1.09
TPHE:
0.21
TPLC:
0.40
TPHE:
0.69
TPLC:
1.38
TPHE:
4.77%
TPLC:
5.28%
TPHE:
16.21%
TPLC:
17.79%
TPHE:
-21.43%
TPLC:
-38.02%
TPHE:
-7.64%
TPLC:
-5.00%
Returns By Period
In the year-to-date period, TPHE achieves a 0.14% return, which is significantly lower than TPLC's 2.60% return.
TPHE
0.14%
2.65%
-4.88%
3.00%
N/A
N/A
TPLC
2.60%
7.83%
-2.68%
7.20%
15.30%
N/A
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TPHE vs. TPLC - Expense Ratio Comparison
Both TPHE and TPLC have an expense ratio of 0.52%.
Risk-Adjusted Performance
TPHE vs. TPLC — Risk-Adjusted Performance Rank
TPHE
TPLC
TPHE vs. TPLC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan High Dividend Stock Enhanced ETF (TPHE) and Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC). 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
TPHE vs. TPLC - Dividend Comparison
TPHE's dividend yield for the trailing twelve months is around 2.26%, more than TPLC's 0.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
TPHE Timothy Plan High Dividend Stock Enhanced ETF | 2.26% | 2.04% | 2.46% | 2.80% | 0.88% | 0.00% | 0.00% |
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 0.88% | 0.88% | 0.89% | 1.06% | 0.61% | 0.81% | 0.67% |
Drawdowns
TPHE vs. TPLC - Drawdown Comparison
The maximum TPHE drawdown since its inception was -21.43%, smaller than the maximum TPLC drawdown of -38.02%. Use the drawdown chart below to compare losses from any high point for TPHE and TPLC. For additional features, visit the drawdowns tool.
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Volatility
TPHE vs. TPLC - Volatility Comparison
The current volatility for Timothy Plan High Dividend Stock Enhanced ETF (TPHE) is 3.92%, while Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) has a volatility of 5.71%. This indicates that TPHE experiences smaller price fluctuations and is considered to be less risky than TPLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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