TPHD vs CGDV

ATPHD

BCGDV

Measures won3–2TPHD wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · TPHD $15,677

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common8.1%TPHD and CGDV

TPHD

CGDV

Timothy Plan High Dividend Stock ETF · $394MCapital Group Dividend Value ETF · $37.9B

+15.5%3 years · per year$15,427 · $18,840+23.5%

+9.4%5 years · per year$15,677 · […][…]

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

2.02%12-mo yield$202 · $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.L1.5%

1.1%UNP2.5%

1.4%NEE1.1%

1.2%GD1.0%

Held in common8.1%

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ATPHD	Timothy Plan High Dividend Stock ETFRead Desk	0.52%	2.02%	−1.1%	+14.7%	+16.7%	+15.5%	+9.4%	−7.5%	$394M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	ATPHD	Timothy Plan High Dividend Stock ETFRead Desk	0.52%	2.02%	−1.1%	+14.7%	+16.7%	+15.5%	+9.4%	−7.5%	$394M
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$37.9B

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

TPHD vs CGDV

TPHD

Timothy Plan High Dividend Stock

$15,677

CGDV

Capital Group Dividend Value

[…]

MeasureTPHDCGDV

Fee0.52%0.33%

Cost on $10k a year$52$33

Yield2.02%1.27%

5 years, per year+9.4%[…]

3 years, per year+15.5%+23.5%

Worst drop · 1Y−7.5%−9.7%

Volatility · 1Y10.9%13.4%

3–2measures won
TPHD first

8.1%

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: TPHD, CGDV, VYM

Today

22.8%most shared, CGDV and VYM

TPHDCGDVVYM

TPHD—8.1%17.4%

CGDV8.1%—22.8%

VYM17.4%22.8%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

TPHD$202 − $52 = $150

CGDV$127 − $33 = $94

KeptFee

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