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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TPLC or TPHD.
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.
Performance
TPLC vs. TPHD - Performance Comparison
Key characteristics
TPLC:
1.34
TPHD:
1.31
TPLC:
1.89
TPHD:
1.88
TPLC:
1.23
TPHD:
1.23
TPLC:
2.08
TPHD:
1.68
TPLC:
5.66
TPHD:
5.34
TPLC:
2.89%
TPHD:
2.81%
TPLC:
12.25%
TPHD:
11.44%
TPLC:
-38.02%
TPHD:
-41.70%
TPLC:
-5.80%
TPHD:
-6.22%
Returns By Period
In the year-to-date period, TPLC achieves a 1.74% return, which is significantly higher than TPHD's 1.64% return.
TPLC
1.74%
-2.39%
3.33%
16.25%
10.34%
N/A
TPHD
1.64%
-1.49%
2.32%
14.62%
8.84%
N/A
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TPLC vs. TPHD - Expense Ratio Comparison
Both TPLC and TPHD have an expense ratio of 0.52%.
Risk-Adjusted Performance
TPLC vs. TPHD — Risk-Adjusted Performance Rank
TPLC
TPHD
TPLC vs. TPHD - Risk-Adjusted Performance 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.
Dividends
TPLC vs. TPHD - Dividend Comparison
TPLC's dividend yield for the trailing twelve months is around 0.87%, less than TPHD's 2.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
TPLC Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund | 0.87% | 0.88% | 0.89% | 1.07% | 0.61% | 0.81% | 0.67% |
TPHD Timothy Plan High Dividend Stock ETF | 2.04% | 2.09% | 2.20% | 2.39% | 1.86% | 2.39% | 1.60% |
Drawdowns
TPLC vs. TPHD - Drawdown Comparison
The maximum TPLC drawdown since its inception was -38.02%, smaller than the maximum TPHD drawdown of -41.70%. Use the drawdown chart below to compare losses from any high point for TPLC and TPHD. For additional features, visit the drawdowns tool.
Volatility
TPLC vs. TPHD - Volatility Comparison
Timothy Plan Fund Timothy Plan US Large/Mid Cap Core Fund (TPLC) has a higher volatility of 4.65% compared to Timothy Plan High Dividend Stock ETF (TPHD) at 3.95%. 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.