TPLC vs. TPHD
Compare and contrast key facts about Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) and Timothy Plan High Dividend Stock ETF (TPHD).
TPLC and TPHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both TPLC and TPHD are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
TPLC vs. TPHD - Performance Comparison
Loading graphics...
TPLC vs. TPHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 2.36% | 7.08% | 13.10% | 15.17% | -12.58% | 26.34% | 14.55% | 9.83% |
TPHD Timothy Plan High Dividend Stock ETF | 7.80% | 8.28% | 12.14% | 8.86% | -1.91% | 27.98% | -1.30% | 10.35% |
Returns By Period
In the year-to-date period, TPLC achieves a 2.36% return, which is significantly lower than TPHD's 7.80% return.
TPLC
- 1D
- 1.98%
- 1M
- -5.59%
- YTD
- 2.36%
- 6M
- 0.74%
- 1Y
- 10.43%
- 3Y*
- 11.50%
- 5Y*
- 7.90%
- 10Y*
- —
TPHD
- 1D
- 0.61%
- 1M
- -3.63%
- YTD
- 7.80%
- 6M
- 6.20%
- 1Y
- 12.27%
- 3Y*
- 12.26%
- 5Y*
- 9.61%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TPLC vs. TPHD - Expense Ratio Comparison
Both TPLC and TPHD have an expense ratio of 0.52%.
Return for Risk
TPLC vs. TPHD — Risk / Return Rank
TPLC
TPHD
TPLC vs. TPHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) and Timothy Plan High Dividend Stock ETF (TPHD). 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.
| TPLC | TPHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.79 | -0.17 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.18 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.17 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 1.02 | -0.13 |
Martin ratioReturn relative to average drawdown | 3.99 | 4.61 | -0.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TPLC | TPHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.79 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.66 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.51 | +0.01 |
Correlation
The correlation between TPLC and TPHD is 0.90, 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.
Dividends
TPLC vs. TPHD - Dividend Comparison
TPLC's dividend yield for the trailing twelve months is around 0.89%, less than TPHD's 1.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 0.89% | 0.89% | 0.88% | 0.89% | 1.06% | 0.61% | 0.81% | 0.67% |
TPHD Timothy Plan High Dividend Stock ETF | 1.96% | 2.10% | 2.09% | 2.19% | 2.38% | 1.86% | 2.38% | 1.61% |
Drawdowns
TPLC vs. TPHD - Drawdown Comparison
The maximum TPLC drawdown since its inception was -38.02%, smaller than the maximum TPHD drawdown of -41.71%. Use the drawdown chart below to compare losses from any high point for TPLC and TPHD.
Loading graphics...
Drawdown Indicators
| TPLC | TPHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.02% | -41.71% | +3.69% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -13.22% | +0.80% |
Max Drawdown (5Y)Largest decline over 5 years | -21.63% | -16.54% | -5.09% |
Current DrawdownCurrent decline from peak | -5.76% | -3.92% | -1.84% |
Average DrawdownAverage peak-to-trough decline | -5.38% | -4.77% | -0.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 2.92% | -0.16% |
Volatility
TPLC vs. TPHD - Volatility Comparison
Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) has a higher volatility of 4.44% compared to Timothy Plan High Dividend Stock ETF (TPHD) at 2.89%. This indicates that TPLC's price experiences larger fluctuations and is considered to be riskier than TPHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TPLC | TPHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.44% | 2.89% | +1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 8.79% | 7.80% | +0.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.90% | 15.65% | +1.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.16% | 14.65% | +1.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.06% | 19.82% | +0.24% |