TPHD vs VOO

TPHD vs VOO
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Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricTPHDVOOWinner
Expense Ratio0.52%0.03%
AUM$373M$997.4B
Dividend Yield1.94%1.08%
Holdings102509
YTD Return+12.99%+13.49%
1Y Return+12.73%+20.64%
3Y Return (annualized)+13.38%+21.93%
5Y Return (annualized)+9.30%+12.95%
Volatility (annualized)16.8%14.1%
Max Drawdown-42.0%-34.3%
Fund FamilyTimothy PlanVanguard (US)
CategoryEquityEquity
InceptionMay 5, 2019Sep 7, 2010

TPHD vs VOO Performance

Timothy Plan High Dividend Sock ETF (TPHD) is a ETF from Timothy Plan and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year TPHD returned +12.73% while VOO returned +20.64%. Year to date, TPHD is up 12.99% versus a gain of 13.49% for VOO.

Over three years, TPHD compounded at +13.38% per year against +21.93% for VOO; over five years the annualized figures are +9.30% and +12.95% respectively. Across the full 7-year window we track, VOO has the edge at +13.51% annualized vs +9.71%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TPHD has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -42.0% for TPHD and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TPHD charges 0.52% per year while VOO charges 0.03%. On a $10,000 position that is $52 vs $3 annually, a gap of $49 per year that compounds over a long holding period. On income, TPHD currently yields 1.94% against 1.08% for VOO.

Holdings Overlap

5.9%overlap

TPHD and VOO share 85 holdings out of 520 unique holdings combined, representing a 5.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in TPHDWeight in VOODifference
AFL1.59%0.08%1.51%
SO1.48%0.17%1.31%
UNP1.39%0.25%1.14%
EVRGProProPro
WECProProPro
LNTProProPro
AEEProProPro
CNPProProPro
ATOProProPro
DTEProProPro
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Frequently Asked Questions

Which is cheaper, TPHD or VOO?

TPHD has an expense ratio of 0.52% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $49 per year of difference.

Which performed better, TPHD or VOO?

Over the past year TPHD returned +12.73% vs +20.64% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (7 years), TPHD annualized +9.71% vs +13.51% for VOO. Past performance does not guarantee future results.

Which is riskier, TPHD or VOO?

TPHD has been the more volatile fund at 16.8% annualized versus 14.1% for VOO. Worst drawdown: TPHD -42.0% vs VOO -34.3%.

Should I hold both TPHD and VOO?

TPHD and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between TPHD and VOO?

TPHD and VOO share 85 common holdings with a 5.9% weight overlap. Combined, they hold 520 unique securities.

Which pays a higher dividend, TPHD or VOO?

TPHD yields 1.94% while VOO yields 1.08%, so TPHD currently pays the higher dividend yield.

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