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TPHD vs SDY
Timothy Plan High Dividend Stock ETF vs State Street SPDR S&P Dividend ETF
Key differences
- SDY costs 0.17% less per year.
- SDY is significantly larger than TPHD — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, TPHD has delivered higher annualized returns.
- SDY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| TPHD | SDY | |
|---|---|---|
| Annual cost (TER) | 0.52% | 0.35% |
| Fund size (AUM) | $360M | $22.0B |
| Since | 2019 | 2005 |
| Dividend yield | 1.94% | 2.46% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +15.7% | +14.8% |
| CAGR 3Y | +13.9% | +10.1% |
| CAGR 5Y | +8.8% | +6.2% |
| Sharpe 3Y | 0.79 | 0.56 |
| Volatility 1Y | 10.62% | 10.48% |
| Max drawdown | -41.70% | -36.70% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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