SCHD vs TPHD

ASCHD

BTPHD

Measures won5–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · TPHD $15,677

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common12.1%SCHD and TPHD

SCHD

TPHD

Schwab U.S. Dividend Equity ETF · $120BTimothy Plan High Dividend Stock ETF · $394M

+20.0%3 years · per year$17,266 · $15,427+15.5%

+10.2%5 years · per year$16,267 · $15,677+9.4%

0.06%Expense ratio$6 · $52 on $10k · lower wins0.52%

3.00%12-mo yield$300 · $202 on $10k2.02%

−6.9%Worst dropSmaller wins−7.5%

11.7%VolatilityLower wins10.9%

5–1SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · TPHD

4.3%HD1.2%

1.4%FAST1.0%

4.1%AMGN1.0%

0.9%PAYX0.9%

Held in common12.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BTPHD	Timothy Plan High Dividend Stock ETFRead Desk		0.52%	2.02%	−1.1%	+14.7%	+16.7%	+15.5%	+9.4%	−7.5%	$394M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BTPHD	Timothy Plan High Dividend Stock ETFRead Desk		0.52%	2.02%	−1.1%	+14.7%	+16.7%	+15.5%	+9.4%	−7.5%	$394M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs TPHD

SCHD

Schwab U.S. Dividend Equity

$16,267

TPHD

Timothy Plan High Dividend Stock

$15,677

MeasureSCHDTPHD

Fee0.06%0.52%

Cost on $10k a year$6$52

Yield3.00%2.02%

5 years, per year+10.2%+9.4%

3 years, per year+20.0%+15.5%

Worst drop · 1Y−6.9%−7.5%

Volatility · 1Y11.7%10.9%

5–1measures won
SCHD first

12.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, TPHD

Today

12.1%most shared, SCHD and TPHD

SCHDTPHD

SCHD—12.1%

TPHD12.1%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

TPHD$202 − $52 = $150

KeptFee

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