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TPHD vs XUDV

Timothy Plan High Dividend Stock ETF vs Franklin U.S. Dividend Booster Index ETF

TPHD

Timothy Plan High Dividend Stock ETF

Timothy Plan

Annual cost

0.52%

Fund size

$360M

XUDV

Franklin U.S. Dividend Booster Index ETF

Franklin Templeton Investments

Annual cost

0.09%

Fund size

$64M

Key differences

  • XUDV costs 0.43% less per year.
  • TPHD is significantly larger than XUDV — larger funds tend to be more liquid and less likely to close.
  • TPHD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

TPHDXUDV
Annual cost (TER)0.52%0.09%
Fund size (AUM)$360M$64M
Since20192025
Dividend yield1.94%3.60%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+15.7%+32.5%
CAGR 3Y+13.9%N/A
CAGR 5Y+8.8%N/A
Sharpe 3Y0.79N/A
Volatility 1Y10.62%12.27%
Max drawdown-41.70%-15.99%

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

Similar to TPHD and XUDV