Screener
FNDX vs MSLC
Schwab Fundamental U.S. Large Company ETF vs Morgan Stanley Pathway Large Cap Equity ETF
Key differences
Both FNDX and MSLC are equity ETFs. FNDX charges 0.25% a year and MSLC 0.39%. The main difference: FNDX covers North America; MSLC covers global markets.
- FNDX covers North America; MSLC covers global markets.
- FNDX costs 0.14% less per year.
- FNDX is much larger than MSLC. Larger funds are usually more liquid and less likely to close.
- MSLC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FNDX | MSLC | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.39% |
| Fund size (AUM) | $25.5B | $4.0B |
| Since | 2013 | 1991 |
| Dividend yield | 1.45% | 0.80% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.5% | +20.5% |
| CAGR 3Y | +21.6% | N/A |
| CAGR 5Y | +12.9% | N/A |
| Sharpe 3Y | 1.29 | N/A |
| Volatility 1Y | 10.36% | 12.04% |
| Max drawdown | -37.72% | -17.86% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.