TPHD vs SPY

ATPHD

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,060SPY · TPHD $16,234

Lowest cost0.09%SPY · $9 on $10k

Most income1.86%TPHD · $186 on $10k

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

Held in common7.0%TPHD and SPY

TPHD

SPY

Timothy Plan High Dividend Stock ETF · $399MState Street SPDR S&P 500 ETF · $805B

+17.4%3 years · per year$16,187 · $19,132+24.1%

+10.2%5 years · per year$16,234 · $18,060+12.6%

0.52%Expense ratio$52 · $9 on $10k · lower wins0.09%

1.86%12-mo yield$186 · $99 on $10k0.99%

−7.5%Worst dropSmaller wins−8.9%

10.7%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsTPHD · SPY

1.1%HD0.5%

1.0%AMGN0.4%

0.5%IBM0.4%

1.1%UNP0.3%

Held in common7.0%

End-of-day Nov 4, 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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ATPHD	Timothy Plan High Dividend Stock ETFRead Desk		0.52%	1.86%	+1.4%	+18.0%	+20.2%	+17.4%	+10.2%	−7.5%	$399M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ATPHD	Timothy Plan High Dividend Stock ETFRead Desk		0.52%	1.86%	+1.4%	+18.0%	+20.2%	+17.4%	+10.2%	−7.5%	$399M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TPHD vs SPY

TPHD

Timothy Plan High Dividend Stock

$16,234

SPY

SPDR S&P 500

$18,060

MeasureTPHDSPY

Fee0.52%0.09%

Cost on $10k a year$52$9

Yield1.86%0.99%

5 years, per year+10.2%+12.6%

3 years, per year+17.4%+24.1%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y10.7%12.9%

3–3measures won
level

7.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: TPHD, SPY

Today

7.0%most shared, TPHD and SPY

TPHDSPY

TPHD—7.0%

SPY7.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$134most kept, TPHD

TPHD$186 − $52 = $134

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee