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TPLC vs PSC

Timothy Plan US Large/Mid Cap Core ETF vs Principal U.S. Small-Cap ETF

TPLC

Timothy Plan US Large/Mid Cap Core ETF

Timothy Plan

Annual cost

0.52%

Fund size

$359M

PSC

Principal U.S. Small-Cap ETF

Principal Funds

Annual cost

0.38%

Fund size

$2.0B

Key differences

  • PSC costs 0.14% less per year.
  • PSC is significantly larger than TPLC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, PSC has delivered higher annualized returns.

Side-by-side comparison

TPLCPSC
Annual cost (TER)0.52%0.38%
Fund size (AUM)$359M$2.0B
Since20192016
Dividend yield0.84%0.61%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.9%+28.6%
CAGR 3Y+14.0%+18.7%
CAGR 5Y+8.2%+8.1%
Sharpe 3Y0.750.78
Volatility 1Y11.63%18.83%
Max drawdown-38.02%-46.75%

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

Similar to TPLC and PSC