TPHD vs CGDV

ATPHD

BCGDV

Measures won3–2TPHD wins · of 6 · 5Y

$10,000 · 5Y$15,777TPHD

Lowest cost0.33%CGDV · $33 on $10k

Most income1.89%TPHD · $189 on $10k

Smallest drop−7.5%TPHD · worst fall in 1Y

Held in common8.0%TPHD and CGDV

TPHD

CGDV

Timothy Plan High Dividend Stock ETF · $398MCapital Group Dividend Value ETF · $38.8B

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

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

0.52%Expense ratio$52 · $33 on $10k · lower wins0.33%

1.89%12-mo yield$189 · $123 on $10k1.23%

−7.5%Worst dropSmaller wins−9.7%

10.7%VolatilityLower wins12.6%

3–2TPHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsTPHD · CGDV

1.1%UNP2.6%

1.1%0Y6X.L1.4%

1.2%GD1.0%

1.3%NEE1.0%

Held in common8.0%

End-of-day Nov 3, 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	ATPHD	Timothy Plan High Dividend Stock ETFRead Desk		0.52%	1.89%	−1.1%	+16.3%	+17.9%	+16.8%	+9.5%	−7.5%	$398M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Both

5Y2 funds

#			Trend
1	ATPHD	Timothy Plan High Dividend Stock ETFRead Desk		0.52%	1.89%	−1.1%	+16.3%	+17.9%	+16.8%	+9.5%	−7.5%	$398M
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.23%	+0.4%	+13.0%	+16.1%	+26.0%	new	−9.7%	$38.8B

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

Cards for this view

TPHD vs CGDV

TPHD

Timothy Plan High Dividend Stock

$15,777

CGDV

Capital Group Dividend Value

[…]

MeasureTPHDCGDV

Fee0.52%0.33%

Cost on $10k a year$52$33

Yield1.89%1.23%

5 years, per year+9.5%[…]

3 years, per year+16.8%+26.0%

Worst drop · 1Y−7.5%−9.7%

Volatility · 1Y10.7%12.6%

3–2measures won
TPHD first

8.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

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

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