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Timothy Plan High Dividend Stock ETF (TPHD)
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Upturn Advisory Summary
11/05/2025: 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 11.88% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.88 | 52 Weeks Range 32.41 - 39.13 | Updated Date 06/30/2025 |
52 Weeks Range 32.41 - 39.13 | Updated Date 06/30/2025 |
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 100 Index. It focuses on high-dividend-yielding stocks while adhering to biblically responsible investing principles.
Reputation and Reliability
Timothy Plan is known for its biblically responsible investing approach and has a moderate track record in the ETF market.
Management Expertise
The management team focuses on screening investments based on biblical values alongside financial metrics.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance of the Timothy Plan High Dividend 100 Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Timothy Plan High Dividend 100 Index, which selects 100 high-dividend-yielding stocks that pass biblically responsible investing screens.
Composition The ETF primarily holds common stocks of dividend-paying companies.
Market Position
Market Share: TDIV has a relatively small market share compared to larger high-dividend ETFs.
Total Net Assets (AUM): 135000000
Competitors
Key Competitors
- Vanguard High Dividend Yield ETF (VYM)
- Schwab US Dividend Equity ETF (SCHD)
- iShares Select Dividend ETF (DVY)
Competitive Landscape
The high-dividend ETF market is highly competitive. TDIV differentiates itself through its biblically responsible investing criteria, which may appeal to a specific investor base. However, it faces challenges in gaining market share due to its smaller size and potentially higher expense ratio compared to larger, more established competitors. Larger competitors have lower expense ratios. TDIV may attract values-based investors.
Financial Performance
Historical Performance: Data regarding historical performance should be sourced from financial data providers.
Benchmark Comparison: Performance should be compared to the Timothy Plan High Dividend 100 Index.
Expense Ratio: 0.68
Liquidity
Average Trading Volume
TDIV exhibits a moderate average trading volume, which may impact ease of trade execution for larger orders.
Bid-Ask Spread
The bid-ask spread is moderate and might increase during periods of low trading activity.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and sector-specific growth influence TDIV's performance.
Growth Trajectory
TDIV's growth depends on the demand for biblically responsible investing and the performance of its underlying high-dividend stocks.
Moat and Competitive Advantages
Competitive Edge
TDIV's competitive edge lies in its unique biblically responsible investing (BRI) criteria, differentiating it from traditional high-dividend ETFs. This focus caters to investors seeking alignment with their religious values. By filtering out companies involved in activities deemed unbiblical, it provides a values-based investment option. However, this screening process may limit the investment universe and potentially impact returns compared to broader high-dividend ETFs.
Risk Analysis
Volatility
TDIV's volatility is typical of a high-dividend equity fund.
Market Risk
TDIV is exposed to market risk, particularly sector concentration risk, and the risk associated with dividend-paying stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is one who prioritizes biblically responsible investing and seeks a high-dividend yield.
Market Risk
TDIV is suitable for long-term investors seeking income and alignment with their values.
Summary
TDIV is a high-dividend ETF that distinguishes itself with its biblically responsible investing screen. It tracks the Timothy Plan High Dividend 100 Index, offering exposure to dividend-paying stocks that align with Christian values. While it provides a unique investment option, it faces competition from larger, more established high-dividend ETFs and has a higher expense ratio. Investors should consider their values and financial goals when assessing TDIV's suitability.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Timothy Plan Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions. Market share data is based on publicly available information and may not be exact.
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 U.S. 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.