TPHD vs JEPI

ATPHD

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$15,677TPHD · JEPI $14,118

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common8.8%TPHD and JEPI

TPHD

JEPI

Timothy Plan High Dividend Stock ETF · $394MJPMorgan Equity Premium Income ETF · $46.8B

+15.5%3 years · per year$15,427 · $13,562+10.7%

+9.4%5 years · per year$15,677 · $14,118+7.1%

0.52%Expense ratio$52 · $35 on $10k · lower wins0.35%

2.02%12-mo yield$202 · $809 on $10k8.09%

−7.5%Worst dropSmaller wins−6.7%

10.9%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsTPHD · JEPI

1.4%NEE1.9%

1.1%LOW1.7%

1.1%MMM1.9%

1.0%PGR1.0%

Held in common8.8%

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	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
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

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	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
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

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 JEPI

TPHD

Timothy Plan High Dividend Stock

$15,677

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureTPHDJEPI

Fee0.52%0.35%

Cost on $10k a year$52$35

Yield2.02%8.09%

5 years, per year+9.4%+7.1%

3 years, per year+15.5%+10.7%

Worst drop · 1Y−7.5%−6.7%

Volatility · 1Y10.9%8.8%

4–2measures won
JEPI first

8.8%

holdings shared

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

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

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

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, JEPI

Today

8.8%most shared, TPHD and JEPI

TPHDJEPI

TPHD—8.8%

JEPI8.8%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

TPHD$202 − $52 = $150

KeptFee

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