TPHD vs CGDV

ATPHD

BCGDV

Measures won3–2TPHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · TPHD $15,819

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common8.1%TPHD and CGDV

TPHD

CGDV

Timothy Plan High Dividend Stock ETF · $399MCapital Group Dividend Value ETF · $39.0B

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

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

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

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

−7.5%Worst dropSmaller wins−9.7%

10.9%VolatilityLower wins13.4%

3–2TPHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTPHD · CGDV

1.2%0Y6X.L1.4%

1.2%UNP2.5%

1.4%NEE1.0%

1.0%AMGN1.2%

Held in common8.1%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ATPHD	Timothy Plan High Dividend Stock ETFRead Desk	0.52%	1.89%	−1.7%	+16.0%	+18.5%	+16.2%	+9.6%	−7.5%	$399M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ATPHD	Timothy Plan High Dividend Stock ETFRead Desk	0.52%	1.89%	−1.7%	+16.0%	+18.5%	+16.2%	+9.6%	−7.5%	$399M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.0B

End-of-day Nov 5, 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

$15,819

CGDV

Capital Group Dividend Value

[…]

MeasureTPHDCGDV

Fee0.52%0.33%

Cost on $10k a year$52$33

Yield1.89%1.27%

5 years, per year+9.6%[…]

3 years, per year+16.2%+24.0%

Worst drop · 1Y−7.5%−9.7%

Volatility · 1Y10.9%13.4%

3–2measures won
TPHD first

8.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: TPHD, CGDV, SCHD

Today

12.0%most shared, TPHD and SCHD

TPHDCGDVSCHD

TPHD—8.1%12.0%

CGDV8.1%—5.8%

SCHD12.0%5.8%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

TPHD$189 − $52 = $137

CGDV$127 − $33 = $94

KeptFee

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