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JPEF vs MSSM
JPMorgan Equity Focus ETF vs Morgan Stanley Pathway Small-Mid Cap Equity ETF
Key differences
Both JPEF and MSSM are equity ETFs. JPEF charges 0.44% a year and MSSM 0.62%. The main difference: JPEF follows a active selection strategy; MSSM uses index tracking.
- JPEF follows a active selection strategy; MSSM uses index tracking.
- JPEF covers North America; MSSM covers global markets.
- JPEF costs 0.18% less per year.
- MSSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPEF | MSSM | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.62% |
| Fund size (AUM) | $2.0B | $756M |
| Since | 2011 | 1991 |
| Dividend yield | 0.65% | 0.53% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +17.0% | +32.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 11.62% | 17.51% |
| Max drawdown | -18.09% | -24.09% |
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