PBP vs TPHD
Comparison between INVESCO S&P 500 BUYWRITE ETF (PBP, ETF) and TIMOTHY PLAN HIGH DIVIDEND STOCK ETF (TPHD, ETF).
5-Year PerformanceTPHD has outperformed PBP, delivering a return of +9.3% compared to +8.1%
PBP vs TPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PBP
$344M
TPHD
$343M
Expense Ratio
Winner
PBP
0.29%
TPHD
0.52%
Max Drawdown
PBP
45.11%
Winner
TPHD
41.96%
Sharpe Ratio
Winner
PBP
1.74
TPHD
0.98
5Y Beta
PBP
0.64
Winner
TPHD
0.58
P/E Ratio
PBP
27.62
Winner
TPHD
20.23
Forward P/E
PBP
21.26
Winner
TPHD
15.66
PEG Ratio
PBP
N/A
TPHD
0.63
5Y Dividends CAGR
Winner
PBP
63.54%
TPHD
8.82%
5Y EPS CAGR
Winner
PBP
25.99%
TPHD
9.48%
Debt to Equity
Winner
PBP
30.98%
TPHD
60.98%
P/S Ratio
PBP
3.65
Winner
TPHD
1.89
P/B Ratio
PBP
5.46
Winner
TPHD
2.67
PBP vs TPHD - Holdings Comparison
PBP and TPHD have 87 common holdings. Overlap is 3.20%
PBP's top 25 holdings weight is 54.06%. TPHD's top 25 holdings weight is 34.19%.
| Rank | PBP | TPHD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.56% | WEC ENERGY GROUP INC (WEC) - 1.61% |
| #2 | APPLE INC (AAPL) - 7.31% | EVERGY INC (EVRG) - 1.60% |
| #3 | MICROSOFT CORP (MSFT) - 5.17% | ALLIANT ENERGY CORP (LNT) - 1.60% |
| #4 | AMAZON.COM INC (AMZN) - 3.96% | AMEREN CORP (AEE) - 1.54% |
| #5 | BROADCOM INC (AVGO) - 3.61% | DTE ENERGY CO (DTE) - 1.53% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.33% | CENTERPOINT ENERGY INC (CNP) - 1.52% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.65% | ATMOS ENERGY CORP (ATO) - 1.48% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.06% | AFLAC INC (AFL) - 1.47% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.89% | CMS ENERGY CORP (CMS) - 1.47% |
| #10 | TESLA INC (TSLA) - 1.88% | NETAPP INC (NTAP) - 1.47% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% | SOUTHERN CO (SO) - 1.45% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.34% | CONSOLIDATED EDISON INC (ED) - 1.36% |
| #13 | ELI LILLY AND CO (LLY) - 1.33% | UNION PACIFIC CORP (UNP) - 1.32% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.28% | NISOURCE INC (NI) - 1.31% |
| #15 | EXXON MOBIL CORP (XOM) - 0.99% | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.30% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.85% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.26% |
| #17 | VISA INC CLASS A (V) - 0.84% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.24% |
| #18 | INTEL CORP (INTC) - 0.80% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.23% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.80% | CSX CORP (CSX) - 1.22% |
| #20 | WALMART INC (WMT) - 0.78% | NUCOR CORP (NUE) - 1.22% |
| #21 | CATERPILLAR INC (CAT) - 0.67% | WASTE MANAGEMENT INC (WM) - 1.22% |
| #22 | COSTCO WHOLESALE CORP (COST) - 0.67% | GENERAL DYNAMICS CORP (GD) - 1.21% |
| #23 | LAM RESEARCH CORP (LRCX) - 0.66% | KINDER MORGAN INC CLASS P (KMI) - 1.20% |
| #24 | ORACLE CORP (ORCL) - 0.65% | PAYCHEX INC (PAYX) - 1.18% |
| #25 | MASTERCARD INC CLASS A (MA) - 0.61% | SNAP-ON INC (SNA) - 1.18% |
| Total Holdings | 499 | 101 |
PBP vs TPHD - Historical Returns
Returns include dividend reinvestment.
1M
PBP
+1.88%
Winner
TPHD
+3.46%
3M
Winner
PBP
+4.50%
TPHD
+2.55%
6M
PBP
+6.44%
Winner
TPHD
+10.26%
1Y
Winner
PBP
+17.25%
TPHD
+14.47%
5Y(CAGR)
PBP
+8.14%
Winner
TPHD
+9.35%
10Y(CAGR)
PBP
+7.14%
TPHD
N/A
Max(CAGR)
PBP
+5.23%
Winner
TPHD
+10.23%
PBP vs TPHD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | PBP | TPHD |
|---|---|---|
| 2026 | +5.09% | +9.83% |
| 2025 | +8.98% | +8.72% |
| 2024 | +19.86% | +11.62% |
| 2023 | +11.74% | +9.09% |
| 2022 | -12.23% | -1.41% |
| 2021 | +20.87% | +30.13% |
| 2020 | -3.82% | -0.90% |
| 2019 | +13.35% | +10.35% |
| 2018 | -6.07% | N/A |
| 2017 | +11.20% | N/A |
| 2016 | +6.99% | N/A |
| 2015 | +5.54% | N/A |
| 2014 | +5.12% | N/A |
| 2013 | +11.48% | N/A |
| 2012 | +2.90% | N/A |
| 2011 | +4.10% | N/A |
| 2010 | +4.09% | N/A |
| 2009 | +21.34% | N/A |
| 2008 | -28.92% | N/A |
| 2007 | +2.07% | N/A |
PBP vs TPHD Drawdown Comparison
The maximum drawdown for PBP was -43.43%, occurring on Mar 9, 2009. Recovery took 1243 trading sessions.
The maximum drawdown for TPHD was -41.69%, occurring on Mar 23, 2020. Recovery took 247 trading sessions.
The current PBP drawdown is -0.22%. The current TPHD drawdown is -1.30%.
| Rank | PBP | TPHD |
|---|---|---|
| #1 | -43.43% Apr 30, 2008 - Apr 10, 2013 | -41.69% Jan 17, 2020 - Jan 11, 2021 |
| #2 | -33.29% Feb 19, 2020 - Apr 6, 2021 | -16.53% Apr 20, 2022 - Dec 13, 2023 |
| #3 | -18.62% Apr 13, 2022 - Feb 23, 2024 | -15.88% Nov 29, 2024 - Jul 22, 2025 |
| #4 | -15.74% Sep 21, 2018 - Nov 7, 2019 | -7.25% May 3, 2019 - Jul 1, 2019 |
| #5 | -15.42% Feb 19, 2025 - Oct 20, 2025 | -6.88% Jan 4, 2022 - Mar 25, 2022 |
| #6 | -9.87% Dec 21, 2007 - Apr 30, 2008 | -6.13% Jul 26, 2019 - Sep 11, 2019 |
| #7 | -9.85% Jul 20, 2015 - Nov 27, 2015 | -6.08% Mar 2, 2026 - Mar 20, 2026 |
| #8 | -8.53% Dec 1, 2015 - Jun 23, 2016 | -5.82% Aug 16, 2021 - Oct 22, 2021 |
| #9 | -8.04% Jan 26, 2018 - May 14, 2018 | -5.25% Jul 31, 2024 - Aug 23, 2024 |
| #10 | -7.58% Sep 17, 2014 - Apr 10, 2015 | -5.18% May 10, 2021 - Aug 3, 2021 |
| #11 | -6.46% Jan 3, 2022 - Mar 28, 2022 | -4.98% Mar 28, 2024 - May 17, 2024 |
| #12 | -5.46% Jul 23, 2024 - Aug 15, 2024 | -4.95% Nov 23, 2021 - Dec 10, 2021 |
| #13 | -5.23% Feb 25, 2026 - Apr 30, 2026 | -4.57% Oct 6, 2025 - Jan 6, 2026 |
| #14 | -4.94% Jan 15, 2014 - Feb 14, 2014 | -4.18% Jan 12, 2021 - Feb 9, 2021 |
| #15 | -3.90% May 21, 2013 - Oct 14, 2013 | -3.95% May 17, 2024 - Jul 16, 2024 |
Correlation
Correlation between PBP and TPHD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2008 - 2026)
PBP vs TPHD dividend yield comparison.
| Year | PBP | TPHD |
|---|---|---|
| 2026 | 4.48% | 0.99% |
| 2025 | 11.12% | 2.10% |
| 2024 | 9.36% | 2.09% |
| 2023 | 3.35% | 2.19% |
| 2022 | 1.33% | 2.38% |
| 2021 | 6.21% | 1.86% |
| 2020 | 1.41% | 2.38% |
| 2019 | 5.04% | 1.61% |
| 2018 | 2.59% | 0.00% |
| 2017 | 10.86% | 0.00% |
| 2016 | 2.56% | 0.00% |
| 2015 | 6.19% | 0.00% |
| 2014 | 4.96% | 0.00% |
| 2013 | 6.62% | 0.00% |
| 2012 | 4.38% | 0.00% |
| 2011 | 10.88% | 0.00% |
| 2010 | 7.91% | 0.00% |
| 2009 | 1.53% | 0.00% |
| 2008 | 2.38% | 0.00% |
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