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DFAT vs TPSC
Dimensional U.S. Targeted Value ETF vs Timothy Plan US Small Cap Core ETF
Key differences
- DFAT costs 0.24% less per year.
- DFAT is significantly larger than TPSC — larger funds tend to be more liquid and less likely to close.
- DFAT follows a active selection strategy; TPSC uses index tracking.
- Over the last 3 years, DFAT has delivered higher annualized returns.
- DFAT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFAT | TPSC | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.52% |
| Fund size (AUM) | $13.7B | $333M |
| Since | 1998 | 2019 |
| Dividend yield | 1.45% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +31.8% | +21.8% |
| CAGR 3Y | +17.6% | +15.8% |
| CAGR 5Y | N/A | +7.2% |
| Sharpe 3Y | 0.73 | 0.68 |
| Volatility 1Y | 16.98% | 15.91% |
| Max drawdown | -26.12% | -41.57% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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