TPHD vs VYM

TPHD vs VYM

Which is better, TPHD or VYM?

Mid Cap Value against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95. TPHD is less concentrated, with 14.5% of the fund in its ten largest positions against 26.1%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: TPHD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricTPHDVYM
Expense Ratio0.52%0.04%Best
AUM$363M$81.6B
Dividend Yield1.94%2.22%
Holdings102613
YTD Return+9.35%+11.35%Best
1Y Return+9.71%+15.34%Best
3Y Return (annualized)+12.21%+17.22%Best
5Y Return (annualized)+9.66%+12.30%Best
Volatility (annualized)16.8%15.2%Best
Max Drawdown-42.0%-35.7%Best
$10,000 over 5 years$15,858$17,861Best
Top 10 Weight14.5%Best26.1%
Fund FamilyTimothy PlanVanguard (US)
CategoryEquityEquity
StyleMid Cap ValueLarge Cap Value
InceptionMay 5, 2019Nov 10, 2006

Volatility and max drawdown are measured over the window both funds cover: May 1, 2019 to Sep 18, 2026 (7.4 years).

TPHD vs VYM growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 7.4 years both funds cover.

TPHD vs VYM Performance

Timothy Plan High Dividend Sock ETF (TPHD) is an ETF from Timothy Plan and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year TPHD returned +9.71% while VYM returned +15.34%. Year to date, TPHD is up 9.35% versus a gain of 11.35% for VYM.

Over three years, TPHD compounded at +12.21% per year against +17.22% for VYM; over five years the annualized figures are +9.66% and +12.30% respectively. Across the full 7-year window we track, VYM has the edge at +10.85% annualized vs +9.14%.

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 15.2% for VYM. 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 -35.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.95. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

TPHD charges 0.52% per year while VYM charges 0.04%. On a $10,000 position that is $52 vs $4 annually, a gap of $48 per year that compounds over a long holding period. On income, TPHD currently yields 1.94% against 2.22% for VYM.

Holdings Overlap

TPHD already in VYM93.7%
VYM already in TPHD16.1%

93.7% of TPHD's money is in holdings VYM also owns. 16.1% of VYM's money is in holdings TPHD also owns.

Most of TPHD is already inside VYM. Owning both mostly buys the same companies twice.

93 positions in common, counted across the 100 positions we hold weights for in TPHD and 557 in VYM, against full books of 102 and 613.

What only one of them owns

Our book lists 437 positions for VYM that do not appear in our book for TPHD (81.3% of the fund), and 5 for TPHD that do not appear in VYM (4.4%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in TPHDWeight in VYMDifference
UNPUnion Pacific Corp1.39%0.70%0.69%
SOSouthern Co.1.37%0.43%0.94%
NEENextera Energy Inc0.99%0.74%0.25%
AFLAflac Inc.1.46%0.24%1.22%
PSXPhillips 661.33%0.34%0.99%
GDGeneral Dynamics Corp.1.26%0.40%0.86%
WECWec Energy Group Inc.1.49%0.14%1.35%
PGRProgressive Corporation1.13%0.50%0.63%
EVRGEvergy Inc.1.53%0.08%1.45%
AEEAmeren Corporation Utilities1.47%0.12%1.35%

93.7% of TPHD is already inside VYM.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

TPHDVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, TPHD or VYM?

TPHD has an expense ratio of 0.52% while VYM charges 0.04%. VYM is the cheaper option, by $48 a year on a $10,000 investment.

Which performed better, TPHD or VYM?

Over the past year TPHD returned +9.71% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (7 years), TPHD annualized +9.14% vs +10.85% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, TPHD or VYM?

TPHD has been the more volatile fund at 16.8% annualized versus 15.2% for VYM. Worst drawdown: TPHD -42.0% vs VYM -35.7%.

Should I hold both TPHD and VYM?

TPHD and VYM have a monthly-return correlation of 0.95, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between TPHD and VYM?

93.7% of TPHD's money is in holdings VYM also owns. 16.1% of VYM's is in holdings TPHD also owns. They hold 93 positions in common, counted across the 100 positions we hold weights for in TPHD and 557 in VYM.

Which pays a higher dividend, TPHD or VYM?

TPHD yields 1.94% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than TPHD?

VYM has a lower expense ratio. VYM led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.95. TPHD is less concentrated, with 14.5% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.