TPHD vs LRND
Comparison between TIMOTHY PLAN HIGH DIVIDEND STOCK ETF (TPHD, ETF) and NYLI U.S. LARGE CAP R&D LEADERS ETF (LRND, ETF).
TPHD vs LRND - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TPHD
$343M
Winner
LRND
$344M
Expense Ratio
TPHD
0.52%
Winner
LRND
0.14%
Max Drawdown
TPHD
41.96%
Winner
LRND
25.97%
Sharpe Ratio
TPHD
0.98
Winner
LRND
1.29
5Y Beta
Winner
TPHD
0.58
LRND
1.09
P/E Ratio
Winner
TPHD
20.23
LRND
33.42
Forward P/E
Winner
TPHD
15.66
LRND
25.81
PEG Ratio
TPHD
0.63
Winner
LRND
0.31
5Y Dividends CAGR
TPHD
8.82%
LRND
N/A
5Y EPS CAGR
TPHD
9.48%
Winner
LRND
36.89%
Debt to Equity
TPHD
60.98%
Winner
LRND
44.98%
P/S Ratio
Winner
TPHD
1.89
LRND
8.54
P/B Ratio
Winner
TPHD
2.67
LRND
11.66
TPHD vs LRND - Holdings Comparison
TPHD and LRND have 5 common holdings. Overlap is 1.09%
TPHD's top 25 holdings weight is 34.19%. LRND's top 25 holdings weight is 83.14%.
| Rank | TPHD | LRND |
|---|---|---|
| #1 | WEC ENERGY GROUP INC (WEC) - 1.61% | NVIDIA CORP (NVDA) - 15.09% |
| #2 | EVERGY INC (EVRG) - 1.60% | APPLE INC (AAPL) - 13.53% |
| #3 | ALLIANT ENERGY CORP (LNT) - 1.60% | MICROSOFT CORP (MSFT) - 10.09% |
| #4 | AMEREN CORP (AEE) - 1.54% | ALPHABET INC CLASS A (GOOGL) - 8.71% |
| #5 | DTE ENERGY CO (DTE) - 1.53% | ELI LILLY AND CO (LLY) - 5.22% |
| #6 | CENTERPOINT ENERGY INC (CNP) - 1.52% | BROADCOM INC (AVGO) - 4.81% |
| #7 | ATMOS ENERGY CORP (ATO) - 1.48% | AMAZON.COM INC (AMZN) - 4.10% |
| #8 | AFLAC INC (AFL) - 1.47% | META PLATFORMS INC CLASS A (META) - 3.74% |
| #9 | CMS ENERGY CORP (CMS) - 1.47% | CISCO SYSTEMS INC (CSCO) - 1.88% |
| #10 | NETAPP INC (NTAP) - 1.47% | LAM RESEARCH CORP (LRCX) - 1.56% |
| #11 | SOUTHERN CO (SO) - 1.45% | APPLIED MATERIALS INC (AMAT) - 1.45% |
| #12 | CONSOLIDATED EDISON INC (ED) - 1.36% | PEPSICO INC (PEP) - 1.04% |
| #13 | UNION PACIFIC CORP (UNP) - 1.32% | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 1.01% |
| #14 | NISOURCE INC (NI) - 1.31% | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) - 0.98% |
| #15 | AMERICAN ELECTRIC POWER CO INC (AEP) - 1.30% | FIDELITY MSCI INFORMATION TECH ETF (FTEC) - 0.98% |
| #16 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 1.26% | QUALCOMM INC (QCOM) - 0.96% |
| #17 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.24% | AMGEN INC (AMGN) - 0.95% |
| #18 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.23% | MARVELL TECHNOLOGY INC (MRVL) - 0.95% |
| #19 | CSX CORP (CSX) - 1.22% | VANGUARD CONSUMER DISCRETIONARY ETF (VCR) - 0.89% |
| #20 | NUCOR CORP (NUE) - 1.22% | STATE STREET® CNSMRDISCSELSECTSPDR®ETF (XLY) - 0.89% |
| #21 | WASTE MANAGEMENT INC (WM) - 1.22% | PALO ALTO NETWORKS INC (PANW) - 0.89% |
| #22 | GENERAL DYNAMICS CORP (GD) - 1.21% | FIDELITY MSCI CONSUMER DISCRET ETF (FDIS) - 0.89% |
| #23 | KINDER MORGAN INC CLASS P (KMI) - 1.20% | EATON CORP PLC (ETN) - 0.87% |
| #24 | PAYCHEX INC (PAYX) - 1.18% | DEERE & CO (DE) - 0.84% |
| #25 | SNAP-ON INC (SNA) - 1.18% | ARISTA NETWORKS INC (ANET) - 0.82% |
| Total Holdings | 101 | 109 |
TPHD vs LRND - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TPHD
+3.46%
LRND
-0.63%
3M
TPHD
+2.55%
Winner
LRND
+14.42%
6M
Winner
TPHD
+10.26%
LRND
+9.97%
1Y
TPHD
+14.47%
Winner
LRND
+26.50%
5Y(CAGR)
TPHD
+9.35%
Winner
LRND
+15.21%
Max(CAGR)
TPHD
+10.23%
Winner
LRND
+15.21%
TPHD vs LRND - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | TPHD | LRND |
|---|---|---|
| 2026 | +9.83% | +9.02% |
| 2025 | +8.72% | +20.44% |
| 2024 | +11.62% | +22.47% |
| 2023 | +9.09% | +43.76% |
| 2022 | -1.41% | -19.33% |
| 2021 | +30.13% | N/A |
| 2020 | -0.90% | N/A |
| 2019 | +10.35% | N/A |
TPHD vs LRND Drawdown Comparison
The maximum drawdown for TPHD was -41.69%, occurring on Mar 23, 2020. Recovery took 247 trading sessions.
The maximum drawdown for LRND was -25.44%, occurring on Oct 14, 2022. Recovery took 303 trading sessions.
The current TPHD drawdown is -1.30%. The current LRND drawdown is -3.99%.
| Rank | TPHD | LRND |
|---|---|---|
| #1 | -41.69% Jan 17, 2020 - Jan 11, 2021 | -25.44% Mar 29, 2022 - Jun 13, 2023 |
| #2 | -16.53% Apr 20, 2022 - Dec 13, 2023 | -21.06% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -15.88% Nov 29, 2024 - Jul 22, 2025 | -13.83% Oct 29, 2025 - Apr 17, 2026 |
| #4 | -7.25% May 3, 2019 - Jul 1, 2019 | -11.98% Jul 10, 2024 - Nov 6, 2024 |
| #5 | -6.88% Jan 4, 2022 - Mar 25, 2022 | -9.75% Jul 28, 2023 - Nov 20, 2023 |
| #6 | -6.13% Jul 26, 2019 - Sep 11, 2019 | -9.20% Feb 9, 2022 - Mar 28, 2022 |
| #7 | -6.08% Mar 2, 2026 - Mar 20, 2026 | -6.75% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -5.82% Aug 16, 2021 - Oct 22, 2021 | -6.06% Mar 28, 2024 - May 15, 2024 |
| #9 | -5.25% Jul 31, 2024 - Aug 23, 2024 | -4.51% Dec 16, 2024 - Jan 23, 2025 |
| #10 | -5.18% May 10, 2021 - Aug 3, 2021 | -4.01% Nov 7, 2024 - Dec 4, 2024 |
| #11 | -4.98% Mar 28, 2024 - May 17, 2024 | -3.14% Jun 15, 2023 - Jul 13, 2023 |
| #12 | -4.95% Nov 23, 2021 - Dec 10, 2021 | -2.90% Oct 9, 2025 - Oct 24, 2025 |
| #13 | -4.57% Oct 6, 2025 - Jan 6, 2026 | -2.74% Jul 24, 2025 - Aug 12, 2025 |
| #14 | -4.18% Jan 12, 2021 - Feb 9, 2021 | -2.46% Sep 22, 2025 - Oct 6, 2025 |
| #15 | -3.95% May 17, 2024 - Jul 16, 2024 | -2.33% May 14, 2026 - May 28, 2026 |
Correlation
Correlation between TPHD and LRND is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2019 - 2026)
TPHD vs LRND dividend yield comparison.
| Year | TPHD | LRND |
|---|---|---|
| 2026 | 0.99% | 0.09% |
| 2025 | 2.10% | 0.67% |
| 2024 | 2.09% | 0.97% |
| 2023 | 2.19% | 1.22% |
| 2022 | 2.38% | 1.32% |
| 2021 | 1.86% | 0.00% |
| 2020 | 2.38% | 0.00% |
| 2019 | 1.61% | 0.00% |
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