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TPSC vs DFSV
Timothy Plan US Small Cap Core ETF vs Dimensional US Small Cap Value ETF
Key differences
- DFSV costs 0.22% less per year.
- DFSV is significantly larger than TPSC — larger funds tend to be more liquid and less likely to close.
- TPSC follows a index tracking strategy; DFSV uses active selection.
- Over the last 3 years, DFSV has delivered higher annualized returns.
Side-by-side comparison
| TPSC | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.52% | 0.30% |
| Fund size (AUM) | $333M | $7.5B |
| Since | 2019 | 2022 |
| Dividend yield | 0.98% | 1.43% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.8% | +35.8% |
| CAGR 3Y | +15.8% | +17.8% |
| CAGR 5Y | +7.2% | N/A |
| Sharpe 3Y | 0.68 | 0.71 |
| Volatility 1Y | 15.91% | 17.83% |
| Max drawdown | -41.57% | -28.02% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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