TPLC vs JEPI

ATPLC

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,838TPLC · JEPI $14,635

Lowest cost0.35%JEPI · $35 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common12.0%TPLC and JEPI

TPLC

JEPI

Timothy Plan US Large/Mid Cap Core ETF · $322MJPMorgan Equity Premium Income ETF · $46.1B

+17.4%3 years · per year$16,180 · $14,269+12.6%

+8.2%5 years · per year$14,838 · $14,635+7.9%

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

0.80%12-mo yield$80 · $783 on $10k7.83%

−7.6%Worst dropSmaller wins−6.7%

11.2%VolatilityLower wins8.1%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsTPLC · JEPI

0.6%SO1.0%

0.5%COST1.7%

0.5%NEE1.8%

0.5%ETR1.0%

Held in common12.0%

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	ATPLC	Timothy Plan US Large/Mid Cap Core ETFRead Desk		0.52%	0.80%	+0.9%	+14.5%	+14.7%	+17.4%	+8.2%	−7.6%	$322M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

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	ATPLC	Timothy Plan US Large/Mid Cap Core ETFRead Desk		0.52%	0.80%	+0.9%	+14.5%	+14.7%	+17.4%	+8.2%	−7.6%	$322M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

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

TPLC vs JEPI

TPLC

Timothy Plan US Large/Mid Cap Core

$14,838

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureTPLCJEPI

Fee0.52%0.35%

Cost on $10k a year$52$35

Yield0.80%7.83%

5 years, per year+8.2%+7.9%

3 years, per year+17.4%+12.6%

Worst drop · 1Y−7.6%−6.7%

Volatility · 1Y11.2%8.1%

4–2measures won
JEPI first

12.0%

holdings shared

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

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

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

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

Overlap: TPLC, JEPI

Today

12.0%most shared, TPLC and JEPI

TPLCJEPI

TPLC—12.0%

JEPI12.0%—

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

TPLC$80 − $52 = $28

KeptFee

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