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BELT vs TPLC
iShares U.S. Select Equity Active ETF vs Timothy Plan US Large/Mid Cap Core ETF
Key differences
- TPLC costs 0.23% less per year.
- TPLC is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
- BELT follows a index enhanced strategy; TPLC uses index tracking.
- TPLC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BELT | TPLC | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.52% |
| Fund size (AUM) | $9M | $359M |
| Since | 2024 | 2019 |
| Dividend yield | 0.00% | 0.84% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index tracking |
| CAGR 1Y | +28.9% | +12.9% |
| CAGR 3Y | N/A | +14.0% |
| CAGR 5Y | N/A | +8.2% |
| Sharpe 3Y | N/A | 0.75 |
| Volatility 1Y | 17.21% | 11.63% |
| Max drawdown | -23.05% | -38.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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