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TPHD
+1.55 · +3.99%
$40.45 · NYSE ARCA

Timothy Plan High Dividend Stock ETF (TPHD) ETF Analysis | Mid-Cap Value

Timothy Plan · USA
AUM:$348.8M
#– of – in Mid-Cap Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 15.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.52% — moderate cost. Consider how fees compound over long holding periods.

What is TPHD?

The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets directly or indirectly in the securities included in the Victory U. Large Cap High Dividend Volatility Weighted BRI Index, an unmanaged, volatility weighted index created by the Sub-Advisor.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
TPHD delivered 15.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.52%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 14.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$348.8M
Expense Ratio0.52%
Dividend Yield2.05%
Holdings50
Inception DateApr 2019
Domicile–
DistributionMonthly
Index–
ProviderTimothy Plan
Beta0.80
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+1.1%
1Y
+12.2%
3Y
+43.6%
5Y
+54.9%
OpenBook InsightIf you had invested £10,000 in TPHD 5 years ago, it would have grown to £15,485 — a gain of £5,485.

Annual Returns

Calendar year performance

TPHD delivered positive returns in 4 of the last 5 calendar years.
YearTPHD
2026 YTD+12.2%
2025+8.7%
2024+11.6%
2023+9.1%
2022-1.4%
CAGR 4yr+6.9%
4/5 positive yearsAvg return: +8.0%Worst year: -1.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
8.7%
Low
Momentum
+1.0%
30-day change
Support Level
43.28
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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