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TPLC vs SMLF

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

TPLC

Timothy Plan US Large/Mid Cap Core ETF

Timothy Plan

Annual cost

0.52%

Fund size

$359M

SMLF

iShares U.S. Small-Cap Equity Factor ETF

iShares

Annual cost

0.15%

Fund size

$3.6B

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

TPLCSMLF
Annual cost (TER)0.52%0.15%
Fund size (AUM)$359M$3.6B
Since20192015
Dividend yield0.84%1.07%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+12.9%+31.5%
CAGR 3Y+14.0%+20.4%
CAGR 5Y+8.2%+10.7%
Sharpe 3Y0.750.86
Volatility 1Y11.63%17.32%
Max drawdown-38.02%-41.89%

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

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