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TPSC

GradeCNew York Stock Exchange Arca

Timothy Plan US Small Cap Core ETF

Factor & Screened Index · Timothy Plan · Inception 2019-12-02 · SEC filings

$45.53−0.21 (−0.47%)

As of Sep 23, 2026, 2:17 PM EDT

Intraday session: down, 55 prints from 45.75 to 45.53. Range 45.42 to 45.66. Use the arrow keys to read each point.$45.40$45.50$45.6010 AM12 PM2 PM4 PM
Expense ratio
0.52%
Fund size
$365M
1Y return
+10.9%
Yield · Last 12 months
1.16%
Volume · 30D
0M sh
NAV per share
$45.69
52W range
low $39.04high $49.36

The ETF.net TPSC Grade

C

46/ 100

Rank 38 of 48 in US ESG & Values Index

Confidence Medium

Six-pillar profile for TPSC. Scores out of 100: Cost 12, Risk 33, Mission 80, Tradability 49, Holdings 83, Durability 53. Strongest: Holdings (83). Weakest: Cost (12). Leans toward Holdings and Mission.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 46 of 100 sits in the C band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    FScore 12
    Category rank43/48 · bottom quartile
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    AScore 80
    Category rank33/43 · bottom quartile
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    DScore 33
    Category rank43/48 · bottom quartile
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    CScore 49
    Category rank24/48 · top 50%
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    AScore 83
    Category rank4/48 · top 8%
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    CScore 53
    Category rank26/48 · mid-pack

Graded as of Sep 22, 2026

Our read on TPSC

ETF.net Research

CSmall caps run through two filters at once: a biblically responsible screen, and volatility weighting that sizes each holding by how much the stock moves rather than how big the company is.

Stated mandate

The Fund seeks to match, before fees and expenses, the performance of the Victory US Small Cap Volatility Weighted BRI Index.

Why people hold it

  1. 01The index weights by volatility instead of market cap, so the jumpiest names get the smallest slots. A different shape of small cap exposure than a cap-weighted fund.
  2. 02The faith screen lives in the index rules, not a manager's judgment: the fund's job is to match the Victory US Small Cap Volatility Weighted BRI Index before fees and expenses.
  3. 03At 0.52%, it charges the median fee for its US small cap peer group, and it pays distributions monthly.
  4. 04Live since 2019 and one of the stronger implementations in its small cap peer group on our review, with no structural red flags in the wrapper.

Worth knowing

  1. 01Thinly traded next to the giants of the category, so bid-ask spreads can run wider, particularly in fast markets.
  2. 02Broad small cap rivals AVUV and AVSC charge 0.25%, under half this fund's 0.52%.
  3. 03Values screens plus volatility weighting mean the portfolio can look and behave quite differently from a standard cap-weighted small cap index. Matching one isn't the goal.

TPSC Holdings

As of Sep 20, 2026, 8:42 AM
Asset class
Stocks
Holdings
Top-10 weight
4%
Largest holding
THG0.5%

Sectors

  • Financials24.9%
  • Industrials18.1%
  • Consumer Discr.13.1%
  • Technology13.1%
  • Health Care7.9%
  • Utilities6.1%
  • Energy5.7%
  • Materials4.9%
  • Cons. Staples4.7%
  • Communication0.8%
  • Real Estate0.7%

Geography

  • United States97.78%
  • Bermuda1.39%
  • Puerto Rico0.37%
  • Ireland0.24%
  • Bahamas0.22%
The fund’s holdings, weight-ordered — page 1 of 29.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001THGHANOVER INSURANCE GROUP0.52%8,337$2M184
002DBXDROPBOX INC0.46%45,872$2M172
003CONCONCENTRA GROUP HOLDINGS0.45%46,439$2M128
004AWRAMERICAN STATES WATER CO0.45%19,047$2M144
005IDAIDACORP INC0.44%12,281$2M158
006CNOCNO FINANCIAL GROUP INC0.44%28,981$2M137
007NJRNEW JERSEY RESOURCES CORP0.42%29,072$2M146
008SWXSOUTHWEST GAS HOLDINGS IN0.42%17,669$2M147
009QLYSQUALYS INC0.41%8,601$2M189
010CPKCHESAPEAKE UTILITIES CORP0.41%11,445$2M120
011NSITINSIGHT ENTERPRISES INC0.41%9,574$1M132
012OGSONE GAS INC0.40%19,570$1M144
013GEFGREIF INC. - CL A0.40%17,691$1M130
014VOYAVOYA FINANCIAL0.40%14,242$1M165
015ESNTESSENT GROUP LTD0.39%21,399$1M160

Showing 1–15 of 434 holdings

TPSC Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

TPSC$11,094
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. TPSC $11,094. SPY $11,723. Use the arrow keys to read each point.$9,253$10,694$12,135Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for TPSC. Periods over one year show the average yearly return.
PeriodTPSC
Year to date+11.3%
1 month−5.3%
3 months−1.6%
1 year+10.9%
3 years+15.3%per year
5 years+8.2%per year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for TPSC
YearReturn barTPSC
2026 YTD+11.3%
2025+7.3%
2024+11.5%
2023+17.6%
2022−13.5%
2021+29.6%
2020+10.3%

TPSC in the news

ETF.net Research hasn’t filed on TPSC yet — coverage lands here as it’s written.

TPSC Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Sep 22, 2026.
1.16%Last 12 months
Payout per share
$0.53Last 12 months
Last payment
$0.09 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Monthly

Distribution history

2023–2026

One bar per payment. 41 payments from 2023 to 2026 YTD. Feb 10, 2023 $0.03; Mar 10, 2023 $0.04; Apr 11, 2023 $0.03; Jun 9, 2023 $0.06; Jul 10, 2023 $0.03; Aug 8, 2023 $0.003; Sep 6, 2023 $0.05; Oct 11, 2023 $0.05; Nov 8, 2023 $0.01; Dec 18, 2023 $0.08; Feb 9, 2024 $0.01; Mar 11, 2024 $0.05; Apr 11, 2024 $0.03; May 9, 2024 $0.02; Jun 12, 2024 $0.06; Jul 10, 2024 $0.03; Aug 8, 2024 $0.0097; Sep 11, 2024 $0.06; Oct 8, 2024 $0.03; Nov 7, 2024 $0.0063; Dec 12, 2024 $0.07; Feb 7, 2025 $0.03; Mar 10, 2025 $0.03; Apr 10, 2025 $0.05; May 8, 2025 $0.008; Jun 9, 2025 $0.07; Jul 10, 2025 $0.04; Aug 6, 2025 $0.0067; Sep 8, 2025 $0.06; Oct 9, 2025 $0.04; Nov 7, 2025 $0.00049; Dec 11, 2025 $0.10; Jan 8, 2026 $0.00045; Feb 9, 2026 $0.0017; Mar 10, 2026 $0.07; Apr 9, 2026 $0.05; May 8, 2026 $0.02; Jun 9, 2026 $0.08; Jul 9, 2026 $0.06; Aug 7, 2026 $0.01; Sep 9, 2026 $0.09. Use the arrow keys to read each point.2023202420252026YTD
Ex-datePay dateAmount per share
Sep 9, 2026Sep 10, 2026$0.09
Aug 7, 2026Aug 10, 2026$0.01
Jul 9, 2026Jul 10, 2026$0.06
Jun 9, 2026Jun 10, 2026$0.08
May 8, 2026May 11, 2026$0.02
Apr 9, 2026Apr 10, 2026$0.05
Mar 10, 2026Mar 11, 2026$0.07
Feb 9, 2026Feb 10, 2026$0.0017
Jan 8, 2026Jan 9, 2026$0.00045
Dec 11, 2025Dec 12, 2025$0.10
Nov 7, 2025Nov 10, 2025$0.00049
Oct 9, 2025Oct 10, 2025$0.04

TPSC Risk

How much the fund’s monthly returns vary, scaled to a year.
17.6%
Annualised · 36 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
0.60
vs 3-month T-bills · to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−23.6%
Trough Sep 2022
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.95
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

TPSC Cost

Expense ratio0.52%
  • The middle half of US ESG & Values Index funds
  • Median 0.23%

41 of the 48 US ESG & Values Index funds charge less.

TPSC costs $52.00 a year on $10,000. The median US ESG & Values Index fund costs $22.50.