Compare · 3 funds side by side · dividends reinvested

TPHD, SMH and JEPI

TPHDTimothy Plan×SMHVanEck×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

TPHD, SMH and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.0

Timothy Plan High Dividend Stock ETFIncome · Dividend stocks0.52%2.02%+14.7%+16.7%+15.5%+9.4%−7.5%10.9%$394M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: TPHD 2019 · SMH 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Timothy Plan High Dividend Stock ETF · $394M$15,677

TPHD

SMH

VanEck Semiconductor ETF · $60.7B$34,950

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

TPHDMeasureSMH

+14.7%Year to dateJan 1 → Nov 6+28.8%

+16.7%1 yearTotal return+29.5%

+15.5%3 years · per year$10,000 became $15,427 · $33,022+48.9%

+9.4%5 years · per year$10,000 became $15,677 · $34,950+28.4%

0.52%Expense ratio$52 · $35 a year on $10k · lower is better0.35%

2.02%Trailing 12-mo yield$202 · $24 a year on $10k0.24%

−7.5%Worst dropSmaller is better−33.1%

10.9%VolatilityLower is calmer42.9%

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

3–5SMH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TPHD vs SMH: Top 5 Holdings

Today

TPHD

8.4%in top 5

SMH

in top 547.8%

TPHDStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

1.7%WECnot top 5

1.7%DUKnot top 5

1.7%EDnot top 5

1.6%LNTnot top 5

1.6%EVRGnot top 5

Held in common0.4%

End-of-day Nov 6, 2026 · share of each fund

TPHD vs SMH Returns, Every Period

Timothy PlanTPHD

+9.4%

5 years, per year

SMHVanEck

+28.4%

5 years, per year

TPHDSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

TPHD vs JEPI

YTD

Timothy PlanTPHD

+14.7%

JEPIJ.P. Morgan

+5.3%

+14.7%Year to date+5.3%

−7.5%Worst drop · 1Y−6.7%

10.9%Volatility · 1Y8.8%

2.0%Yield8.1%

$394MAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TPHD, SMH, JEPI

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

JEPI0.35%$35

TPHD0.52%$52

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TPHD, SMH, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

TPHD2.02%$202

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

TPHD$202 − $52 = $150

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TPHD, SMH, JEPI

Today

8.8%most shared, TPHD and JEPI

TPHDSMHJEPI

TPHD—0.4%8.8%

SMH0.4%—6.6%

JEPI8.8%6.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

JEPIWorst drop−6.7%8.8% vol

TPHDWorst drop−7.5%10.9% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISMH

+5.3%Year to date+28.8%

8.1%Yield0.2%

+8.2%Past year+29.5%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026