Skip to content
Beacon
Screener

SMLF vs TPLC

iShares U.S. Small-Cap Equity Factor ETF vs Timothy Plan US Large/Mid Cap Core ETF

SMLF

iShares U.S. Small-Cap Equity Factor ETF

iShares

Annual cost

0.15%

Fund size

$3.6B

TPLC

Timothy Plan US Large/Mid Cap Core ETF

Timothy Plan

Annual cost

0.52%

Fund size

$359M

Key differences

  • SMLF costs 0.37% less per year.
  • SMLF is significantly larger than TPLC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SMLF has delivered higher annualized returns.

Side-by-side comparison

SMLFTPLC
Annual cost (TER)0.15%0.52%
Fund size (AUM)$3.6B$359M
Since20152019
Dividend yield1.07%0.84%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+31.5%+12.9%
CAGR 3Y+20.4%+14.0%
CAGR 5Y+10.7%+8.2%
Sharpe 3Y0.860.75
Volatility 1Y17.32%11.63%
Max drawdown-41.89%-38.02%

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

Similar to SMLF and TPLC