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TPHD vs VYM

Timothy Plan High Dividend Stock ETF vs Vanguard High Dividend Yield Index Fund ETF Shares

TPHD

Timothy Plan High Dividend Stock ETF

Timothy Plan

Annual cost

0.52%

Fund size

$360M

VYM

Vanguard High Dividend Yield Index Fund ETF Shares

Vanguard

Annual cost

0.04%

Fund size

$94.6B

Key differences

  • VYM costs 0.48% less per year.
  • VYM is significantly larger than TPHD — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VYM has delivered higher annualized returns.
  • VYM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TPHDVYM
Annual cost (TER)0.52%0.04%
Fund size (AUM)$360M$94.6B
Since20192006
Dividend yield1.94%2.24%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.7%+27.4%
CAGR 3Y+13.9%+18.7%
CAGR 5Y+8.8%+11.3%
Sharpe 3Y0.791.15
Volatility 1Y10.62%10.35%
Max drawdown-41.70%-35.21%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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