Compare · 2 funds side by side · dividends reinvested

TPLC and JEPI

TPLCTimothy Plan×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,838TPLC · best of the two

02 / 04

TPLC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Timothy Plan US Large/Mid Cap Core ETFUS Stock Styles · Mid cap0.52%0.80%+14.5%+14.7%+17.4%+8.2%−7.6%11.2%$318M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: TPLC 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Timothy Plan US Large/Mid Cap Core ETF · $318M$14,838

TPLC

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 12.0% in common

TPLCMeasureJEPI

+14.5%Year to dateJan 1 → Nov 4+8.8%

+14.7%1 yearTotal return+11.9%

+17.4%3 years · per year$10,000 became $16,180 · $14,269+12.6%

+8.2%5 years · per year$10,000 became $14,838 · $14,635+7.9%

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

0.80%Trailing 12-mo yield$80 · $783 a year on $10k7.83%

−7.6%Worst dropSmaller is better−6.7%

11.2%VolatilityLower is calmer8.1%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TPLC vs JEPI: Top 5 Holdings

Today

TPLC

3.3%in top 5

JEPI

in top 59.5%

TPLCStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

0.7%ATOnot top 5

0.7%WECnot top 5

0.7%DUKnot top 5

0.6%EDnot top 5

0.6%LNTnot top 5

Held in common12.0%

End-of-day Nov 4, 2026 · share of each fund

TPLC vs JEPI Returns, Every Period

Timothy PlanTPLC

+8.2%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

TPLCJEPIFaded: behind in that period

4–0TPLC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: TPLC vs JEPI

YTD

Timothy PlanTPLC

+14.5%

JEPIJ.P. Morgan

+8.8%

+14.5%Year to date+8.8%

−7.6%Worst drop · 1Y−6.7%

11.2%Volatility · 1Y8.1%

0.8%Yield7.8%

$318MAssets$46.0B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TPLC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

TPLC0.52%$52

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TPLC, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

TPLC0.80%$80

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

TPLC$80 − $52 = $28

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TPLC, JEPI

Today

12.0%most shared, TPLC and JEPI

TPLCJEPI

TPLC—12.0%

JEPI12.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.7%TPLC, at 11.2% volatility

JEPIWorst drop−6.7%8.1% vol

TPLCWorst drop−7.6%11.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPITPLC

+8.8%Year to date+14.5%

7.8%Yield0.8%

+11.9%Past year+14.7%

0.35%Fee0.52%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026