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TPSC vs SVAL

Timothy Plan US Small Cap Core ETF vs iShares US Small Cap Value Factor ETF

TPSC

Timothy Plan US Small Cap Core ETF

Timothy Plan

Annual cost

0.52%

Fund size

$333M

SVAL

iShares US Small Cap Value Factor ETF

iShares

Annual cost

0.20%

Fund size

$188M

Key differences

  • SVAL costs 0.32% less per year.
  • Over the last 3 years, SVAL has delivered higher annualized returns.

Side-by-side comparison

TPSCSVAL
Annual cost (TER)0.52%0.20%
Fund size (AUM)$333M$188M
Since20192020
Dividend yield0.98%2.30%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+21.8%+36.9%
CAGR 3Y+15.8%+18.9%
CAGR 5Y+7.2%+6.5%
Sharpe 3Y0.680.74
Volatility 1Y15.91%18.05%
Max drawdown-41.57%-27.44%

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

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