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TPLC vs DFLV

Timothy Plan US Large/Mid Cap Core ETF vs Dimensional US Large Cap Value ETF

TPLC

Timothy Plan US Large/Mid Cap Core ETF

Timothy Plan

Annual cost

0.52%

Fund size

$359M

DFLV

Dimensional US Large Cap Value ETF

Dimensional Fund Advisors

Annual cost

0.21%

Fund size

$5.9B

Key differences

  • DFLV costs 0.31% less per year.
  • DFLV is significantly larger than TPLC — larger funds tend to be more liquid and less likely to close.
  • TPLC follows a index tracking strategy; DFLV uses active selection.
  • Over the last 3 years, DFLV has delivered higher annualized returns.

Side-by-side comparison

TPLCDFLV
Annual cost (TER)0.52%0.21%
Fund size (AUM)$359M$5.9B
Since20192022
Dividend yield0.84%1.46%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+12.9%+32.4%
CAGR 3Y+14.0%+19.2%
CAGR 5Y+8.2%N/A
Sharpe 3Y0.751.08
Volatility 1Y11.63%11.35%
Max drawdown-38.02%-16.80%

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

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