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Upturn AI SWOT - About
Timothy Plan High Dividend Stock ETF (TPHD)
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Upturn Advisory Summary
04/01/2025: TPHD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 0.33% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 33778 | Beta 0.82 | 52 Weeks Range 32.53 - 39.28 | Updated Date 04/23/2025 |
52 Weeks Range 32.53 - 39.28 | Updated Date 04/23/2025 |
Upturn AI SWOT
Timothy Plan High Dividend Stock ETF
ETF Overview
Overview
The Timothy Plan High Dividend Stock ETF (TDIV) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Timothy Plan High Dividend 50 Index. It focuses on dividend-paying stocks while adhering to biblically responsible investing (BRI) principles.
Reputation and Reliability
Timothy Plan is known for its biblically responsible investing approach and commitment to socially conscious investing.
Management Expertise
The management team is experienced in managing funds with a focus on values-based investing.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the Timothy Plan High Dividend 50 Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Timothy Plan High Dividend 50 Index, which comprises 50 high-dividend-yielding stocks screened based on biblically responsible investing criteria.
Composition The ETF holds a portfolio of dividend-paying stocks selected based on their dividend yield and adherence to BRI principles.
Market Position
Market Share: Data not readily available to quantify market share.
Total Net Assets (AUM): 141848261
Competitors
Key Competitors
- SCHD
- DVY
- VYM
Competitive Landscape
The high dividend ETF market is competitive. TDIV differentiates itself through its adherence to biblically responsible investing principles. Competitors have significantly larger AUM and trading volume, offering potentially lower expense ratios due to scale. TDIV's focus on BRI might appeal to a specific investor base, though it could limit its overall appeal.
Financial Performance
Historical Performance: Historical performance data needs to be sourced from financial data providers.
Benchmark Comparison: Benchmark comparison data needs to be sourced from financial data providers, comparing to the Timothy Plan High Dividend 50 Index.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
TDIV's average trading volume is moderate, reflecting its size and investor base.
Bid-Ask Spread
The bid-ask spread for TDIV is moderate, reflecting its liquidity and trading activity.
Market Dynamics
Market Environment Factors
TDIV's performance is affected by dividend yield trends, interest rate environments, and sector-specific factors impacting its holdings.
Growth Trajectory
The growth trajectory depends on the increasing popularity of BRI investing and the performance of its underlying high-dividend stocks.
Moat and Competitive Advantages
Competitive Edge
TDIV's competitive edge lies primarily in its biblically responsible investing (BRI) approach, which appeals to investors seeking to align their investments with their religious values. This niche focus distinguishes it from broader high-dividend ETFs. However, this also limits its potential investor base, requiring a marketing strategy focused on faith-based communities. TDIV also provides dividend income with a focus on ethical investing, something not every dividend ETF offers.
Risk Analysis
Volatility
Volatility is tied to the volatility of the underlying high-dividend stocks and the overall market conditions.
Market Risk
Market risk includes fluctuations in the stock market, interest rate risk, and sector-specific risks related to the ETF's holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks dividend income, values biblically responsible investing, and is comfortable with moderate risk.
Market Risk
TDIV is suitable for long-term investors looking for income and ethical investing, but less so for active traders seeking high liquidity.
Summary
The Timothy Plan High Dividend Stock ETF offers investors a way to generate income through dividend-paying stocks while adhering to biblically responsible investing principles. Its differentiation lies in its values-based approach, which appeals to a niche market segment. Its performance is influenced by the dividend yield environment and broader market conditions. Investors should weigh its unique investment strategy against its expense ratio and liquidity compared to competing ETFs. The fund's future success depends on the sustained interest in BRI investing and the performance of its constituent stocks.
Similar Companies
DVY
iShares Select Dividend ETF
DVY
iShares Select Dividend ETF
SCHD
Schwab U.S. Dividend Equity ETF
SCHD
Schwab U.S. Dividend Equity ETF
SDOG
ALPS Sector Dividend Dogs ETF
SDOG
ALPS Sector Dividend Dogs ETF
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
VYM
Vanguard High Dividend Yield Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Timothy Plan website
- ETF.com
- Seeking Alpha
- Morningstar
Disclaimers:
Data and analysis are based on available information and are subject to change. Investment decisions should be made with the guidance of a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Timothy Plan High Dividend Stock ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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 US Large Cap High Dividend Volatility Weighted BRI Index, an unmanaged, volatility weighted index created by the Sub-Advisor. The index combines fundamental criteria with individual security risk control achieved through volatility weighting of individual securities.
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