TPHE vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricTPHEVTIWinner
Expense Ratio0.52%0.03%
AUM$24M$663.5B
Dividend Yield2.23%1.07%
Holdings1003,543
YTD Return+7.12%+13.87%
1Y Return+3.38%+23.31%
3Y Return (annualized)+6.16%+21.17%
5Y Return (annualized)-+12.23%
Volatility (annualized)14.0%15.3%
Max Drawdown-21.4%-56.6%
Fund FamilyTimothy PlanVanguard (US)
CategoryEquityEquity
InceptionJul 28, 2021May 24, 2001

TPHE vs VTI Performance

Timothy Plan High Dividend Stock Enhanced ETF (TPHE) is a ETF from Timothy Plan and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year TPHE returned +3.38% while VTI returned +23.31%. Year to date, TPHE is up 7.12% versus a gain of 13.87% for VTI.

Over three years, TPHE compounded at +6.16% per year against +21.17% for VTI. Across the full 4-year window we track, VTI has the edge at +8.13% annualized vs +3.14%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 14.0% for TPHE. 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 -21.4% for TPHE and -56.6% for VTI. 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 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

TPHE charges 0.52% per year while VTI 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, TPHE currently yields 2.23% against 1.07% for VTI.

Frequently Asked Questions

Which is cheaper, TPHE or VTI?

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

Which performed better, TPHE or VTI?

Over the past year TPHE returned +3.38% vs +23.31% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), TPHE annualized +3.14% vs +8.13% for VTI. Past performance does not guarantee future results.

Which is riskier, TPHE or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 14.0% for TPHE. Worst drawdown: TPHE -21.4% vs VTI -56.6%.

Should I hold both TPHE and VTI?

TPHE and VTI have a monthly-return correlation of 0.79, so combining them can provide real diversification depending on your allocation goals.

Which pays a higher dividend, TPHE or VTI?

TPHE yields 2.23% while VTI yields 1.07%, so TPHE currently pays the higher dividend yield.

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