TPHD vs SMH

ATPHD

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common0.4%TPHD and SMH

TPHD

SMH

Timothy Plan High Dividend Stock ETF · $394MVanEck Semiconductor ETF · $60.7B

+15.5%3 years · per year$15,427 · $33,022+48.9%

+9.4%5 years · per year$15,677 · $34,950+28.4%

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

2.02%12-mo yield$202 · $24 on $10k0.24%

−7.5%Worst dropSmaller wins−33.1%

10.9%VolatilityLower wins42.9%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsTPHD · SMH

0.4%MCHP0.9%

Held in common0.4%

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 Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	SCHD	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
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	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

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

All Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	SCHD	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
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	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

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 SMH

TPHD

Timothy Plan High Dividend Stock

$15,677

SMH

VanEck Semiconductor

$34,950

MeasureTPHDSMH

Fee0.52%0.35%

Cost on $10k a year$52$35

Yield2.02%0.24%

5 years, per year+9.4%+28.4%

3 years, per year+15.5%+48.9%

Worst drop · 1Y−7.5%−33.1%

Volatility · 1Y10.9%42.9%

3–3measures won
level

0.4%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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

Overlap: TPHD, SMH, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

TPHDSMHSCHDVIG

TPHD—0.4%12.1%9.7%

SMH0.4%—7.9%10.3%

SCHD12.1%7.9%—14.5%

VIG9.7%10.3%14.5%—

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

VIG$150 − $4 = $146

SMH$24 − $35 = −$11

KeptFee

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