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DFLV vs MSLC

Dimensional US Large Cap Value ETF vs Morgan Stanley Pathway Large Cap Equity ETF

DFLV

Dimensional US Large Cap Value ETF

Annual cost

0.21%

Fund size

$6.2B

MSLC

Morgan Stanley Pathway Large Cap Equity ETF

Annual cost

0.39%

Fund size

$4.0B

Key differences

Both DFLV and MSLC are equity ETFs. DFLV charges 0.21% a year and MSLC 0.39%. The main difference: DFLV follows a active selection strategy; MSLC uses index tracking.

  • DFLV follows a active selection strategy; MSLC uses index tracking.
  • DFLV covers North America; MSLC covers global markets.
  • DFLV costs 0.18% less per year.
  • MSLC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DFLVMSLC
Annual cost (TER)0.21%0.39%
Fund size (AUM)$6.2B$4.0B
Since20221991
Dividend yield1.42%0.80%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+32.8%+20.5%
CAGR 3Y+20.3%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.15N/A
Volatility 1Y11.35%12.04%
Max drawdown-16.80%-17.86%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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