Timothy Plan US Small Cap Core ETF
TPSC - ETF AI Analysis
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Timothy Plan US Small Cap Core ETF (TPSC)
TPSC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 352.28M
- Region
- North America
- Expense Ratio
- 0.52%
- Beta
- 0.75
- Issuer
- Timothy
- Inception Date
- Dec 02, 2019
- Dividend Yield
- 1.13%
- Asset Class
- Equity
- Index Tracked
- Victory U.S. Small Cap Volatility Weighted BRI
TPSC Summary
Timothy Plan US Small Cap Core ETF (TPSC) is a fund that follows the Victory U.S. Small Cap Volatility Weighted BRI index, focusing on smaller U.S. companies across many industries like financials, industrials, and consumer businesses. It holds a wide mix of stocks, including well-known names such as Southwest Gas and Commerce Bancshares. Investors might consider TPSC if they want growth potential from smaller companies and broader diversification beyond large, familiar brands. A key risk is that small-cap stocks can be more volatile, so the ETF’s value can move up and down more sharply with changes in the market.
How much will it cost me?
This ETF has an expense ratio of 0.52%, which means you’ll pay about $5.20 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because this fund is more actively managed and uses a specialized small-cap strategy.
What would affect this ETF?
This U.S. small-cap ETF could benefit if the American economy grows steadily, as smaller companies in financials, industrials, and consumer sectors often see faster expansion, and stable regulations for utilities and energy would support many of its top holdings. On the downside, higher interest rates, an economic slowdown, or tighter financial and environmental rules could hurt small-cap stocks and key holdings in banks, utilities, and energy, making the fund more volatile.
TPSC Top 10 Holdings
TPSC is leaning heavily into U.S. small-cap financials and utilities, with names like White Mountains Insurance Group and Southwest Gas helping to power recent gains. Gas and utility players such as Spire, IdaCorp, and New Jersey Resources have been rising, giving the fund a steady, defensive backbone despite its small-cap focus. On the flip side, Ingredion has been lagging and Avista is losing steam, modestly dragging on results. Overall, this is a domestically focused, income-tilted small-cap portfolio, with performance driven more by steady cash generators than high-flying growth stories.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 SWX | Southwest Gas | 0.48% | $1.72M | $6.75B | 15.02% | 74Outperform |
 OGS | ONE Gas | 0.48% | $1.70M | $5.19B | 2.26% | 69Neutral |
 NJR | New Jersey Resources | 0.47% | $1.66M | $5.58B | 19.24% | 64Neutral |
 IDA | IdaCorp | 0.46% | $1.64M | $8.61B | 13.42% | 64Neutral |
 CBSH | Commerce Bancshares | 0.46% | $1.64M | $7.87B | 9.15% | 73Outperform |
 AVA | Avista | 0.46% | $1.63M | $3.37B | -1.04% | 77Outperform |
 SR | Spire | 0.45% | $1.60M | $5.21B | -0.36% | 69Neutral |
 WTM | White Mountains Insurance Group | 0.45% | $1.59M | $5.36B | 17.75% | 73Outperform |
 INGR | Ingredion | 0.44% | $1.57M | $5.78B | -12.59% | 65Neutral |
 CPK | Chesapeake Utilities | 0.44% | $1.56M | $3.43B | 4.64% | 64Neutral |
TPSC Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TPSC, the sentiment is Positive. The current price of 46.73 is above the 20-day moving average (MA) of 46.45, above the 50-day MA of 46.05, and above the 200-day MA of 45.60, indicating a bullish trend. The MACD of 0.28 indicates Negative momentum. The RSI at 52.25 is Neutral, neither overbought nor oversold. The STOCH value of 50.23 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TPSC.
TPSC Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| TPSC | $46.73 | $52.00(11.28% Upside) | $352.28M | 0.52% | 69Neutral |
 SFLO | $39.11 | $47.58(21.65% Upside) | $909.12M | 0.49% | 68Neutral |
 OUSM | $49.68 | $54.14(8.97% Upside) | $831.28M | 0.48% | 72Outperform |
 BBSC | $85.85 | $109.11(27.10% Upside) | $728.43M | 0.09% | 63Neutral |
 JHSC | $47.82 | $56.87(18.93% Upside) | $703.80M | 0.42% | 67Neutral |
 EES | $66.14 | $80.48(21.68% Upside) | $683.52M | 0.38% | 67Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| TPSC | Timothy Plan US Small Cap Core ETF | 46.73 | 7.86 | 20.21% | |
| SFLO | VictoryShares Small Cap Free Cash Flow ETF | 39.11 | 11.47 | 41.51% | |
| OUSM | OShares U.S. Small-Cap Quality Dividend ETF | 49.68 | 8.12 | 19.53% | |
| BBSC | JPMorgan BetaBuilders U.S. Small Cap Equity ETF | 85.84 | 16.17 | 23.21% | |
| JHSC | John Hancock Multifactor Small Cap ETF | 47.82 | 8.20 | 20.70% | |
| EES | WisdomTree U.S. SmallCap Fund | 66.14 | 13.37 | 25.34% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.