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$15,819TPHD · 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%+16.0%+18.5%+16.2%+9.6%−7.5%10.9%$399M1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: TPHD 2019 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

Timothy Plan High Dividend Stock ETF · $399M$15,819

TPHD

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

TPHDMeasureCGDV

+16.0%Year to dateJan 1 → Nov 5+9.7%

+18.5%1 yearTotal return+13.2%

+16.2%3 years · per year$10,000 became $15,695 · $19,064+24.0%

+9.6%5 years · per year$10,000 became $15,819 · […][…]

0.52%Expense ratio$52 · $33 a year on $10k · lower is better0.33%

1.89%Trailing 12-mo yield$189 · $127 a year on $10k1.27%

−7.5%Worst dropSmaller is better−9.7%

10.9%VolatilityLower is calmer13.4%

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

5–2TPHD wins

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

More Ways to See the Pairs

TPHD vs CGDV: Top 5 Holdings

Today

TPHD

8.2%in top 5

CGDV

in top 524.4%

TPHDStockCGDV

not top 5MSFT7.0%

not top 5NVDA6.1%

not top 5AVGO4.3%

not top 5META3.8%

not top 5RTX3.2%

1.7%WECnot top 5

1.7%DUKnot top 5

1.6%EDnot top 5

1.6%LNTnot top 5

1.6%EVRGnot top 5

Held in common8.1%

End-of-day Nov 5, 2026 · share of each fund

TPHD vs CGDV Returns, Every Period

Timothy PlanTPHD

+18.5%

past year

CGDVCapital Group

+13.2%

past year

TPHDCGDVFaded: behind in that period

2–1TPHD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

TPHD vs CGDV

YTD

Timothy PlanTPHD

+16.0%

CGDVCapital Group

+9.7%

+16.0%Year to date+9.7%

−7.5%Worst drop · 1Y−9.7%

10.9%Volatility · 1Y13.4%

1.9%Yield1.3%

$399MAssets$39.0B

4–0TPHD wins

End-of-day Nov 5, 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 5, 2026 · fee on $10,000 a year

Yields: TPHD, CGDV

1.89%highest, TPHD

FundTrailing yieldYield$10k

TPHD1.89%$189

CGDV1.27%$127

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$137most kept, TPHD

TPHD$189 − $52 = $137

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: TPHD, CGDV

Today

8.1%most shared, TPHD and CGDV

TPHDCGDV

TPHD—8.1%

CGDV8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.5%TPHD, at 10.9% volatility

TPHDWorst drop−7.5%10.9% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

TPHDCGDV

+16.0%Year to date+9.7%

1.9%Yield1.3%

+18.5%Past year+13.2%

0.52%Fee0.33%

3–1TPHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026