Compare · 2 funds side by side · dividends reinvested

TPHD and CGDV

TPHDTimothy Plan×CGDVCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,777TPHD · best of the two

02 / 04

TPHD and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Timothy Plan High Dividend Stock ETFIncome · Dividend stocks0.52%1.89%+16.3%+17.9%+16.8%+9.5%−7.5%10.7%$398M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.0%+16.1%+26.0%[…]−9.7%12.6%$38.8B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: TPHD 2019 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group Dividend Value ETF · $38.8B[…]

CGDV

TPHD

Timothy Plan High Dividend Stock ETF · $398M$15,777

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

CGDVMeasureTPHD

+13.0%Year to dateJan 1 → Nov 3+16.3%

+16.1%1 yearTotal return+17.9%

+26.0%3 years · per year$10,000 became $19,988 · $15,931+16.8%

[…]5 years · per year$10,000 became […] · $15,777+9.5%

0.33%Expense ratio$33 · $52 a year on $10k · lower is better0.52%

1.23%Trailing 12-mo yield$123 · $189 a year on $10k1.89%

−9.7%Worst dropSmaller is better−7.5%

12.6%VolatilityLower is calmer10.7%

CGDVTPHD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5TPHD wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGDV vs TPHD: Top 5 Holdings

Today

CGDV

24.1%in top 5

TPHD

in top 58.1%

CGDVStockTPHD

6.5%MSFTnot top 5

6.2%NVDAnot top 5

4.3%AVGOnot top 5

3.8%METAnot top 5

3.3%RTXnot top 5

not top 5WEC1.7%

not top 5DUK1.7%

not top 5ED1.6%

not top 5LNT1.6%

not top 5EVRG1.6%

Held in common8.0%

End-of-day Nov 3, 2026 · share of each fund

CGDV vs TPHD Returns, Every Period

Capital GroupCGDV

+16.1%

past year

TPHDTimothy Plan

+17.9%

past year

CGDVTPHDFaded: behind in that period

1–2TPHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

CGDV vs TPHD

YTD

Capital GroupCGDV

+13.0%

TPHDTimothy Plan

+16.3%

+13.0%Year to date+16.3%

−9.7%Worst drop · 1Y−7.5%

12.6%Volatility · 1Y10.7%

1.2%Yield1.9%

$38.8BAssets$398M

4–0TPHD wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TPHD, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

TPHD0.52%$52

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: TPHD, CGDV

1.89%highest, TPHD

FundTrailing yieldYield$10k

TPHD1.89%$189

CGDV1.23%$123

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$137most kept, TPHD

TPHD$189 − $52 = $137

CGDV$123 − $33 = $90

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: TPHD, CGDV

Today

8.0%most shared, TPHD and CGDV

TPHDCGDV

TPHD—8.0%

CGDV8.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.9%TPHD, at 10.7% volatility

TPHDWorst drop−7.5%10.7% vol

CGDVWorst drop−9.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

TPHDCGDV

+16.3%Year to date+13.0%

1.9%Yield1.2%

+17.9%Past year+16.1%

0.52%Fee0.33%

3–1TPHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026