Timothy Plan High Dividend Stock ETF (TPHD) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.74: the stock has moved about 26% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerTimothy Plan High Dividend Stock ETF (TPHD) trades at $41.57. Timothy Plan High Dividend Stock ETF (TPHD) aims to replicate the Victory US Large Cap High Dividend Volatility Weighted BRI Index. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for TPHD: TPHD does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Timothy Plan High Dividend Stock ETF (TPHD) Financial Services Profile
Timothy Plan High Dividend Stock ETF (TPHD) provides investors access to a portfolio of high-dividend-yielding U.S. large-cap stocks. The fund utilizes a volatility-weighted index, seeking to balance dividend income with risk management. It operates within the competitive asset management landscape, catering to investors focused on income generation.
What Is the Investment Thesis for TPHD?
TPHD presents a focused investment vehicle for investors seeking high dividend yields from U.S. large-cap stocks. The fund's volatility-weighted index methodology aims to provide a degree of risk mitigation compared to traditional dividend-focused strategies. With a market cap of $0.35 billion and a beta of 0.74, TPHD offers exposure to a relatively stable segment of the equity market. However, the absence of a dividend yield may deter some income-seeking investors. The fund's performance is closely tied to the performance of its underlying index, making it susceptible to market fluctuations and sector-specific risks within the large-cap dividend stock universe. Key value drivers include the fund's ability to accurately track its benchmark index and its effectiveness in managing volatility. Upcoming catalysts include potential changes in the index methodology or shifts in investor sentiment towards dividend-paying stocks.
Based on FMP financials and quantitative analysis
TPHD Key Highlights
Market Cap of $0.35 billion indicates a moderate asset base within the ETF landscape.
- Beta of 0.74 suggests lower volatility compared to the overall market, potentially appealing to risk-averse investors.
- The fund invests at least 80% of its assets in securities included in the Victory US Large Cap High Dividend Volatility Weighted BRI Index.
- The index combines fundamental criteria with individual security risk control achieved through volatility weighting of individual securities.
- Absence of a dividend yield may deter income-focused investors.
Who Are TPHD's Competitors?
TPHD is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BINV Brandes International ETF | $42.98 | -0.56% | $470M | — |
| CSB VictoryShares US Small Cap High Div Volatility Wtd ETF | $61.75 | -0.76% | $241M | — |
| DXUV Dimensional - US Vector Equity ETF | $67.96 | -0.64% | $488M | — |
| JANW AllianzIM U.S. Equity Buffer20 Jan ETF | $39.80 | +0.04% | $353M | — |
| PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF | $54.46 | -0.49% | $225M | — |
| BLK BlackRock, Inc. | $1069.63 | -0.91% | $166B | 52 5-pillar |
| BX Blackstone Inc. | $111.80 | -1.38% | $135B | 69 5-pillar |
| APOS Apollo Global Management, Inc. | $25.43 | -0.66% | $74.6B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are TPHD's Key Strengths?
Focus on high-dividend-yielding U.S. large-cap stocks.
- Volatility-weighted index methodology aims to mitigate risk.
- Established brand name of Timothy Plan.
- Transparent investment strategy.
What Are TPHD's Weaknesses?
Absence of a dividend yield may deter some income-seeking investors.
- Performance is closely tied to the performance of the underlying index.
- Limited differentiation from other dividend-focused ETFs.
- Relatively small market cap compared to larger competitors.
What Are the Key Risks for TPHD?
Rising interest rates could negatively impact dividend stock valuations.
- Increased competition from other dividend-focused ETFs could erode market share.
- Market volatility could lead to underperformance relative to broader market indices.
- Changes in index methodology could negatively impact fund performance.
What Are TPHD's Competitive Advantages?
- Proprietary Index Methodology: The Victory US Large Cap High Dividend Volatility Weighted BRI Index is a unique index that combines fundamental criteria with volatility weighting.
- Established Brand: The Timothy Plan has an established brand name in the financial services industry.
- Distribution Network: TPHD benefits from the distribution network of its parent company and its partners.
What Does TPHD Do?
The Timothy Plan High Dividend Stock ETF (TPHD) is designed to track the performance of the Victory US Large Cap High Dividend Volatility Weighted BRI Index. This index is constructed by the Sub-Advisor and focuses on U.S. large-cap companies that exhibit high dividend yields. The fund's investment strategy involves investing at least 80% of its net assets in securities included in the aforementioned index, under normal market conditions. The index methodology combines fundamental criteria with individual security risk control, achieved through volatility weighting of individual securities. This approach seeks to provide investors with a balance between dividend income and risk management. TPHD offers a targeted investment solution for those seeking exposure to high-dividend stocks while mitigating potential downside risk through its volatility-weighted strategy. The fund operates within the broader asset management industry, competing with other dividend-focused ETFs and mutual funds. It aims to differentiate itself through its unique index construction and risk management approach.
What Products and Services Does TPHD Offer?
- Invests in securities included in the Victory US Large Cap High Dividend Volatility Weighted BRI Index.
- Tracks the performance of an unmanaged, volatility-weighted index.
- Focuses on U.S. large-cap companies with high dividend yields.
- Combines fundamental criteria with individual security risk control.
- Aims to provide a balance between dividend income and risk management.
- Offers a targeted investment solution for income-seeking investors.
How Does TPHD Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to attract and retain investors by providing competitive returns and managing risk effectively.
- Partners with a Sub-Advisor to construct and manage the underlying index.
What Industry Does TPHD Operate In?
TPHD operates within the asset management industry, specifically in the segment of dividend-focused ETFs. The industry is characterized by intense competition, with numerous providers offering similar investment strategies. Market trends include increasing demand for passive investment vehicles and a growing focus on ESG (Environmental, Social, and Governance) factors. TPHD's volatility-weighted approach aims to differentiate it from competitors, but its success depends on its ability to deliver competitive returns while managing risk effectively. Competitors include funds offered by major asset managers such as BINV, CSB, DXUV, JANW, and PALC.
Who Are TPHD's Key Customers?
- Retail investors seeking high dividend income.
- Financial advisors looking for dividend-focused investment solutions for their clients.
- Institutional investors seeking exposure to U.S. large-cap dividend stocks.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
TPHD Financials
Bull Case vs Bear Case
Bull Case
- Focus on high-dividend-yielding U.S. large-cap stocks.
- Volatility-weighted index methodology aims to mitigate risk.
- Established brand name of Timothy Plan.
- Transparent investment strategy.
Bear Case
- Absence of a dividend yield may deter some income-seeking investors.
- Performance is closely tied to the performance of the underlying index.
- Limited differentiation from other dividend-focused ETFs.
- Relatively small market cap compared to larger competitors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
TPHD Latest News
No recent news available for TPHD.
TPHD Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for TPHD.
Price Targets
Wall Street price target analysis for TPHD.
TPHD MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for TPHD; grades run from A+ (80-100) to F (below 30).
Common Questions About TPHD (Financials)
What are the main risks for TPHD?
The main risks for TPHD include market risk, index tracking risk, and concentration risk. Market risk refers to the possibility that the overall stock market could decline, negatively impacting the fund's performance. Index tracking risk refers to the possibility that the fund may not be able to perfectly replicate the performance of its underlying index.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Absence of dividend yield data impacts the completeness of the analysis.