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CGMM vs MSLC

Capital Group U.S. Small and Mid Cap ETF vs Morgan Stanley Pathway Large Cap Equity ETF

CGMM

Capital Group U.S. Small and Mid Cap ETF

Annual cost

0.51%

Fund size

$2.8B

MSLC

Morgan Stanley Pathway Large Cap Equity ETF

Annual cost

0.39%

Fund size

$4.0B

Key differences

Both CGMM and MSLC are equity ETFs. CGMM charges 0.51% a year and MSLC 0.39%. The main difference: CGMM covers North America; MSLC covers global markets.

  • CGMM covers North America; MSLC covers global markets.
  • MSLC costs 0.12% less per year.
  • MSLC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGMMMSLC
Annual cost (TER)0.51%0.39%
Fund size (AUM)$2.8B$4.0B
Since20251991
Dividend yield0.36%0.80%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingindex tracking
CAGR 1Y+21.7%+20.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.92%12.04%
Max drawdown-21.04%-17.86%

Similar to CGMM and MSLC