Correlation
The correlation between TPIF and LVHI is 0.64, 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.
TPIF vs. LVHI
Compare and contrast key facts about Timothy Plan International ETF (TPIF) and Legg Mason International Low Volatility High Dividend ETF (LVHI).
TPIF and LVHI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TPIF is a passively managed fund by Timothy Plan that tracks the performance of the Victory International Volatility Weighted BRI Index. It was launched on Dec 2, 2019. LVHI is a passively managed fund by Franklin Templeton that tracks the performance of the QS International Low Volatility High Dividend Hedged Index. It was launched on Jul 27, 2016. Both TPIF and LVHI 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: TPIF or LVHI.
Performance
TPIF vs. LVHI - Performance Comparison
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Key characteristics
TPIF:
1.19
LVHI:
1.13
TPIF:
1.67
LVHI:
1.48
TPIF:
1.23
LVHI:
1.23
TPIF:
1.59
LVHI:
1.24
TPIF:
4.48
LVHI:
6.37
TPIF:
4.15%
LVHI:
2.34%
TPIF:
16.57%
LVHI:
13.65%
TPIF:
-34.02%
LVHI:
-32.31%
TPIF:
-0.24%
LVHI:
-0.27%
Returns By Period
In the year-to-date period, TPIF achieves a 19.87% return, which is significantly higher than LVHI's 9.05% return.
TPIF
19.87%
5.04%
16.13%
19.57%
10.36%
10.22%
N/A
LVHI
9.05%
3.46%
8.53%
15.24%
13.74%
15.27%
N/A
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TPIF vs. LVHI - Expense Ratio Comparison
TPIF has a 0.62% expense ratio, which is higher than LVHI's 0.40% expense ratio.
Risk-Adjusted Performance
TPIF vs. LVHI — Risk-Adjusted Performance Rank
TPIF
LVHI
TPIF vs. LVHI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan International ETF (TPIF) and Legg Mason International Low Volatility High Dividend ETF (LVHI). 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
TPIF vs. LVHI - Dividend Comparison
TPIF's dividend yield for the trailing twelve months is around 2.21%, less than LVHI's 4.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
TPIF Timothy Plan International ETF | 2.21% | 2.98% | 2.40% | 2.58% | 2.38% | 1.72% | 0.13% | 0.00% | 0.00% | 0.00% |
LVHI Legg Mason International Low Volatility High Dividend ETF | 4.83% | 4.95% | 8.12% | 7.74% | 4.13% | 3.97% | 6.67% | 10.66% | 1.97% | 1.16% |
Drawdowns
TPIF vs. LVHI - Drawdown Comparison
The maximum TPIF drawdown since its inception was -34.02%, which is greater than LVHI's maximum drawdown of -32.31%. Use the drawdown chart below to compare losses from any high point for TPIF and LVHI.
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Volatility
TPIF vs. LVHI - Volatility Comparison
Timothy Plan International ETF (TPIF) has a higher volatility of 2.56% compared to Legg Mason International Low Volatility High Dividend ETF (LVHI) at 2.42%. This indicates that TPIF's price experiences larger fluctuations and is considered to be riskier than LVHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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