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BELT vs TPSC

iShares U.S. Select Equity Active ETF vs Timothy Plan US Small Cap Core ETF

BELT

iShares U.S. Select Equity Active ETF

BlackRock

Annual cost

0.75%

Fund size

$9M

TPSC

Timothy Plan US Small Cap Core ETF

Timothy Plan

Annual cost

0.52%

Fund size

$333M

Key differences

  • TPSC costs 0.23% less per year.
  • TPSC is significantly larger than BELT — larger funds tend to be more liquid and less likely to close.
  • BELT follows a index enhanced strategy; TPSC uses index tracking.
  • TPSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BELTTPSC
Annual cost (TER)0.75%0.52%
Fund size (AUM)$9M$333M
Since20242019
Dividend yield0.00%0.98%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+28.9%+21.8%
CAGR 3YN/A+15.8%
CAGR 5YN/A+7.2%
Sharpe 3YN/A0.68
Volatility 1Y17.21%15.91%
Max drawdown-23.05%-41.57%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BELT and TPSC