Screener
CGVV vs MSSM
Capital Group U.S. Large Value ETF vs Morgan Stanley Pathway Small-Mid Cap Equity ETF
Key differences
Both CGVV and MSSM are equity ETFs. CGVV charges 0.33% a year and MSSM 0.62%. The main difference: CGVV covers North America; MSSM covers global markets.
- CGVV covers North America; MSSM covers global markets.
- CGVV costs 0.29% less per year.
- MSSM is much larger than CGVV. 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
| CGVV | MSSM | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.62% |
| Fund size (AUM) | $137M | $756M |
| Since | 2025 | 1991 |
| Dividend yield | — | 0.53% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +32.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 17.51% |
| Max drawdown | -10.11% | -24.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.