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CGUS vs MSSM
Capital Group Core Equity ETF vs Morgan Stanley Pathway Small-Mid Cap Equity ETF
Key differences
Both CGUS and MSSM are equity ETFs. CGUS charges 0.33% a year and MSSM 0.62%. The main difference: CGUS follows a active selection strategy; MSSM uses index tracking.
- CGUS follows a active selection strategy; MSSM uses index tracking.
- CGUS covers North America; MSSM covers global markets.
- CGUS costs 0.29% less per year.
- CGUS is much larger than MSSM. Larger funds are usually more liquid and less likely to close.
- MSSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGUS | MSSM | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.62% |
| Fund size (AUM) | $10.8B | $756M |
| Since | 2022 | 1991 |
| Dividend yield | 0.87% | 0.53% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +22.4% | +32.8% |
| CAGR 3Y | +22.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.22 | N/A |
| Volatility 1Y | 12.64% | 17.51% |
| Max drawdown | -22.15% | -24.09% |
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